The SOIC Podcast
How to invest in a Market Crash | Strong Stocks, Screening, Valuations
Jul 01, 2025
SOIC
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In this episode, we share a clear framework for navigating bear markets and market crashes—based on history, valuations, macro trends, and technical signals.
📌 Key takeaways:
- 5-part crash analysis: history, valuation, technicals, earnings, economy
- Price vs. time correction explained with Nifty data
- Which indices are still expensive vs. which are derated
- How to identify fraud-heavy sectors using PE rerating
- What kind of investors should do what: fully invested, asset allocators, or cash holders
- Signs of a bottom and sectors showing early strength
- Real economy signals from PMI, inflation, capex, and Q4 earnings