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In this episode, we explore how to invest smartly during a bear market using ETFs and mutual funds.
We break down a simple 3-framework approach to ETF investing — focusing on long-term sector trends, undervalued opportunities, and momentum plays.
We also discuss powerful global themes like defense and electrification, along with key opportunities in Indian sectors such as banking, pharma, and momentum investing.
Finally, we analyze a couple of high-potential mutual funds using a practical, bottom-up approach.
If you want to navigate market volatility with clarity and build a smarter portfolio, this episode will give you a clear direction.
By SOIC: School of Intrinsic CompoundingIn this episode, we explore how to invest smartly during a bear market using ETFs and mutual funds.
We break down a simple 3-framework approach to ETF investing — focusing on long-term sector trends, undervalued opportunities, and momentum plays.
We also discuss powerful global themes like defense and electrification, along with key opportunities in Indian sectors such as banking, pharma, and momentum investing.
Finally, we analyze a couple of high-potential mutual funds using a practical, bottom-up approach.
If you want to navigate market volatility with clarity and build a smarter portfolio, this episode will give you a clear direction.

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