Best SOIC Podcasts (2025)

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A Hidden Monopoly Industry: The Airport Business Explained 35:13

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1d ago35:13

35:13

Send us a text In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a deep dive into key companies. We also cover revenue models, valuations, risks, and the future …

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The rise of premiumisation ft. SOIC 1:06:08

8d ago1:06:08

1:06:08

Premiumisation is one of those words you hear everywhere now — in management interviews, on earnings calls, and investor presentations. But behind the jargon lies something far more human: the quiet evolution of Indian aspiration.In this conversation with Ishmohit and Siddhant from SOIC , we unpack what’s really happening beneath the surface. From …

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Diagnosing the Diagnostic Business 23:00

16m ago23:00

23:00

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 Diagnosing the Diagnostic Business 10:40 QSR demand is cooling off 21:39 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://the…

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India’s 2-wheeler EVs: between high-speed and speed-breakers 23:53

1d ago23:53

23:53

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 The changing road for EV scooters 11:49 India reconsiders its QCO strategy 22:19 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: htt…

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A new bill could sink India’s drones from the sky 23:37

3d ago23:37

23:37

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 India’s drone rules under fire 10:56 The tariffs are beginning to bite 22:18 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https:/…

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Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won? 43:10

18h ago43:10

43:10

Send us a text This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Banks/NBFCs, Auto Ancillaries, Shipbuilding, Telecom, Ports & Airports, to strong performers in Diagnostics, Rat…

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India’s biggest carmakers switch gears — both up and down 23:21

5d ago23:21

23:21

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 Two opposite auto stories 10:10 Big changes to your app privacy 22:04 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedai…

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What's the story behind India's near-zero inflation rates? 25:59

6d ago25:59

25:59

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 Decoding India’s near-zero inflation 12:38 Inside India's steel growth story 24:51 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: h…

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Indian banks: a little cleaner, a little meaner 24:42

6m ago24:42

24:42

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 This quarter in banking 10:03 Chipmaking’s harsh reality 24:03 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrief…

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The world's new energy order, in five stories 26:29

1d ago26:29

26:29

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 Energy Demand Surge 13:08 Rethinking EV Strategy 25:10 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.subs…

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I Studied the Entire Drone Industry and Found this! 1:34:07

6h ago1:34:07

1:34:07

Send us a text Get ready for an exclusive deep dive into one of the fastest-growing industries on the planet — Drones & Anti-Drone Systems. You’ll learn why this has become a sunrise sector, how modern warfare is changing, the full drone value chain, key components, global leaders, Indian players, and how drones are now used in defence, agriculture…

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Quick commerce feels the need for speed 23:16

11d ago23:16

23:16

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 India’s quick commerce shake-up 10:06 A golden quarter for jewellers 22:02 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://t…

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A glass half full for Indian dairy 27:25

11d ago27:25

27:25

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 Tough season for India’s dairies 11:52 Financing India’s green future 26:20 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://…

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SEBI isn't a big fan of digital gold 23:12

7d ago23:12

23:12

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:35 SEBI’s alert on digital gold 07:47 From coal to clean(er) fuel 21:56 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedail…

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The wires & cables industry is all charged up 24:23

1d ago24:23

24:23

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 The electric rise of W&C players 12:42 Inside IndiGo’s transformation 23:05 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://…

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India's alcohol market gets hit with a curveball 22:54

15d ago22:54

22:54

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:55 India’s split liquor story 11:56 States under financial pressure 22:07 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://theda…

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Why 60,000 Crores Are Chasing This Sector 32:30

6d ago32:30

32:30

Send us a text In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector. We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now. You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance fro…

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I Studied World’s Battery Energy Storage System (BESS) and Found this! Complete Breakdown | Indian Stocks 1:08:15

6d ago1:08:15

1:08:15

Send us a text In this episode, we dive deep into the Battery Energy Storage (BESS) landscape — one of the most exciting and fast-evolving parts of India’s clean energy future. You’ll learn about the need for BESS, the TAM (Total Addressable Market) of the industry, and how it fits into the global shift toward renewable power. We explore the intern…

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One Industry Behind India’s Factory Boom (Pre-Engineered Buildings) 43:54

18d ago43:54

43:54

Send us a text Welcome to this episode by SOIC, where we break down India’s fast-growing Pre-Engineered Building (PEB) sector — the backbone of modern manufacturing. In this episode, you’ll learn what the PEB sector is, its total addressable market, and why it’s becoming a key part of India’s private capex boom. We’ll explain how the industry works…

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Rock-solid quarter for the cement sector 24:13

5d ago24:13

24:13

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:42 How did Indian cement do this quarter? 11:11 Trouble brewing in global insurance 23:23 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every da…

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The literal building blocks of the future are here 23:42

12h ago23:42

23:42

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Factory made buildings rise 10:17 How Russia still sells oil 22:48 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailyb…

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SEBI takes down another case of stock manipulation 22:35

21d ago22:35

22:35

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 01:03 SEBI busts a stock manipulation ring 10:20 IEA Warns of a Gas Glut by 2030 21:15 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: htt…

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Can boAt stay afloat? 22:47

19d ago22:47

22:47

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Can boAt stay afloat? 12:44 What is the role of coal in India’s energy transition? 21:36 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every …

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India’s push to get the aam aadmi to fly 27:55

14d ago27:55

27:55

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:33 India’s regional aviation takeoff 11:57 The new stars of Indian IT 27:00 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://the…

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Reliance takes big swings this quarter 27:07

16d ago27:07

27:07

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:20 Inside Reliance’s Q2 performance 14:16 Big changes for mutual funds 25:36 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://th…

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A household name in your kitchen is going public 28:28

9d ago28:28

28:28

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 MTR takes to the bourses 12:17 A brighter quarter for Indian IT 27:30 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedai…

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Inside Meesho’s IPO 22:55

10d ago22:55

22:55

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:32 Meesho’s big IPO push 14:39 ₹2 crore trading scam exposed 21:48 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrie…

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Why EVs are actually depreciating faster than gasoline cars 26:25

29d ago26:25

26:25

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 EV Resale Problem 11:59 Delhi’s Artificial Rain 25:17 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.subst…

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India's huge bet on smart electricity meters 25:29

1M ago25:29

25:29

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 India's huge bet on smart meters 13:13 How corporate India survived COVID 24:18 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: http…

1
A new front opens in the chip wars 25:40

1M ago25:40

25:40

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The battle for Nexperia 11:40 China's $800 billion question 24:48 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybr…

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The 2025 Nobel Prize in Economics: a breakdown 25:14

1M ago25:14

25:14

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 01:11 Inside the 2025 Nobel for Economics 14:16 Inside the Aircraft Leasing Maze 24:15 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: htt…

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SOIC Diwali Special 2025 | Long Term Themes, Result updates, Triggers & Research Frameworks 1:09:05

1M ago1:09:05

1:09:05

Send us a text In this Diwali special SOIC podcast, Ishmohit Sir and Amit decode the latest Q2 results and share insights across banking, auto, consumer, and pharma sectors. Learn how to identify early trends, spot “tailwind” industries, and use AI tools like ChatGPT to analyze company reports smarter. You’ll also discover how India’s premiumizatio…

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SEBI unearths a ₹173 crore insider trading scam 23:11

1M ago23:11

23:11

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 Inside the ₹173 Cr Scam 09:45 One Grid to Rule ASEAN? 22:07 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing…

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A small rule change by the RBI, a big leap for Indian banks 23:21

1M ago23:21

23:21

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 RBI’s new rule to tackle bad loans 11:19 IMF flags risks in global markets 22:17 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: htt…

1
India has a new plan for hydropower 22:53

1M ago22:53

22:53

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 India has a new plan for hydropower 12:11 The Cost of India's Steel Ambition 21:46 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: h…

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Is there a private capex crisis in India? 24:53

1M ago24:53

24:53

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 India’s Growth Engine Slows Down12:16 The Uncertain Future of Indian Tea23:40 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://t…

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India’s biggest state telecom operator tries a comeback 25:15

1M ago25:15

25:15

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Inside BSNL’s Comeback Plan 11:58 The Race to Mine the Ocean Floor 24:04 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://the…

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PPFAS is buying this emerging FMCG Giant! 23:02

1M ago23:02

23:02

Send us a text In this episode, we decode why PPFAS Mutual Fund has invested in Zydus Wellness — the company behind brands like Sugar Free, Everyuth, Nutralite, and Max Protein. You’ll learn how Zydus is shifting from seasonal FMCG products to fast-growing health and nutrition categories, expanding across India and even into Europe. We also discuss…

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The sky’s the limit — for only two aircraft makers 25:12

2M ago25:12

25:12

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 Behind the duopoly of passenger aircraft 13:23 India’s plan to mine the future 23:58 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day:…

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GIFT City: India’s high-stakes gamble 25:16

2M ago25:16

25:16

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 GIFT City’s Grand Gamble 13:07 Renewables are moving fast 23:53 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrie…

1
India wants to insure against climate change 21:03

2M ago21:03

21:03

By Zerodha

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How UPI is Changing Cash Use in India 29:16

2M ago29:16

29:16

By Zerodha

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Inside India’s biggest NBFC IPO yet 26:46

2M ago26:46

26:46

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Tata Capital's IPO 10:10 India's Health Labor Market 25:23 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.…

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Smart Investors are studying this 1,78,000 Crore industry NOW! 41:36

2M ago41:36

41:36

Send us a text Ever wondered who really wins when the temperature rises? In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component makers to brands, and discover insights from five major companies shaping India’s cooling story. A …

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The RBI just silently made some huge moves 23:59

2M ago23:59

23:59

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 The big moves RBI made recently 12:32 Microfinance at Crossroads 22:52 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://theda…

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A cruise through the shipbuilding industry 21:45

2M ago21:45

21:45

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 How shipbuilding works 11:39 SEBI’s order against Man Industries 20:36 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://theda…

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Can WeWork sell India on premium offices? 25:35

2M ago25:35

25:35

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 WeWork India and the Office boom 12:15 India’s E-commerce rule shift 24:24 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://t…

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Indian pharma wants to conquer cancer 22:02

2M ago22:02

22:02

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Breaking barriers in cancer care 12:47 RBI pulls the plug on Simpl 20:49 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://the…

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Top 4 themes of Bull market decoded with Siddhant Bhandari 55:22

2M ago55:22

55:22

Send us a text In this episode of SOIC Podcast, Co-Founders of Persistence Capital, Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), break down the big themes shaping markets in India and across the world. You’ll learn: Why some stocks rise on growth-at-any-price and the risks behind them How to spot self-help stories — companies that …

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India plugs into China’s batteries 22:42

2M ago22:42

22:42

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Plugging into China’s batteries 11:21 The fictional revenues of Seacoast 21:22 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https…