Top 4 themes of Bull market decoded with Siddhant Bhandari — The SOIC Podcast

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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.