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Top 4 themes of Bull market decoded with Siddhant Bhandari

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Manage episode 509490355 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 reinvent themselves and create long-term wealth
  • The global megatrends driving the future: AI, power demand, defense, and Trump trades
  • Insights on the Indian market outlook and what divergence with global markets means for investors

Perfect for investors who want clear mental models, global context, and practical frameworks to navigate markets with confidence.

  continue reading

55 episodes

Artwork
iconShare
 
Manage episode 509490355 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 reinvent themselves and create long-term wealth
  • The global megatrends driving the future: AI, power demand, defense, and Trump trades
  • Insights on the Indian market outlook and what divergence with global markets means for investors

Perfect for investors who want clear mental models, global context, and practical frameworks to navigate markets with confidence.

  continue reading

55 episodes

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