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In this thought-provoking episode, Siddhant Nautiyal from SOIC dives into a real conversation with Ishmohit on today’s confusing market. Is this the start of a new bull run — or are we stuck in a dull, directionless phase?
They unpack it all: the kind of market we’re in, how much macro factors like RBI policy and inflation really matter, how investors should approach recent IPOs, and whether exporters can hold up under global tariffs.
You’ll also hear insights on technical chart signals, which concalls reveal sector trends, and the most important lessons from this cycle — all tied back to timeless SOIC-style frameworks like TVGP.
Siddhant brings the tough questions — and Ishmohit breaks it all down with clarity and depth.
🎯 If you’re a serious long-term investor, this is one conversation you won’t want to miss.
By SOIC: School of Intrinsic CompoundingIn this thought-provoking episode, Siddhant Nautiyal from SOIC dives into a real conversation with Ishmohit on today’s confusing market. Is this the start of a new bull run — or are we stuck in a dull, directionless phase?
They unpack it all: the kind of market we’re in, how much macro factors like RBI policy and inflation really matter, how investors should approach recent IPOs, and whether exporters can hold up under global tariffs.
You’ll also hear insights on technical chart signals, which concalls reveal sector trends, and the most important lessons from this cycle — all tied back to timeless SOIC-style frameworks like TVGP.
Siddhant brings the tough questions — and Ishmohit breaks it all down with clarity and depth.
🎯 If you’re a serious long-term investor, this is one conversation you won’t want to miss.

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