The SOIC Podcast

Top 7 Investing Ideas for 2026 | Themes, Frameworks & Real Examples


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In this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025.

You’ll learn how to spot tailwinds, avoid headwinds, build a clear investing setup, and think long term.

Each idea is explained using practical company and sector examples, so you can apply it in real investing decisions.

You’ll also understand when to stay invested, when to exit, and how compounding works over time.


What this episode covers


- Tailwinds vs headwinds

- Investing with a clear setup

- Power of compounding and long-term thinking

- Changing market cycles and new winners

- Key themes to study for 2026

- Global investing mindset

- Key Learnings & Book Suggestions


This episode is for investors who want less noise, more clarity, and better long-term outcomes.

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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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