How to ride this bull run!

Send us Fan MailIn this episode of SOIC, Prabhakar Kudva, CIO of Samvitti Capital, shares a practical framework for understanding market cycles, identifying leading investment themes, and building a strong portfolio. We discuss how to gauge market temperature, spot powerful themes early, find the right entry and exit points, and identify when a theme is peaking. The episode also covers portfolio construction, diversification, and key investing principles for making better decisions across market cycles. 👉 If you want to understand how to ride market themes, manage risk, and build a better investment framework, this episode is worth your time.