Top 4 themes of Bull market decoded with Siddhant Bhandari
Update: 2025-10-01
Description
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.
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