Top 4 themes of Bull market decoded with Siddhant Bhandari

Send us Fan MailIn 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 themHow to spot self-help stories — companies that reinvent themselves and create long-term wealthThe global megatrends driving the future: AI, power demand, defense, and Trump tradesInsights on the Indian market outlook and what divergence with global markets means for investorsPerfect for investors who want clear mental models, global context, and practical frameworks to navigate markets with confidence.

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Send us Fan Mail 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 themHow to spot self-help stories — companies that reinvent themselves and create long-term wealthThe global megatrends driving the future: AI, power demand, defense, and Trump tradesInsights o...

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This episode is 55 minutes long.

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This episode was published on September 27, 2025.

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