The Daily Brief

Business & Finance

About

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

Episodes

  • India's great health bargain is falling apart

    This episode of The Daily Brief discusses the pressures on India's universal healthcare model and the progress of its cable industry. It covers two major stories impacting the Indian economy and global markets.

  • Indian IT sees some clarity in the unknown

    This episode of The Daily Brief examines the Indian IT sector's new line of sight and the economic pain caused by dollar prices. It also includes general tidbits relevant to the global economy and markets.

  • India’s banks trade old fears for new ones

    This episode of The Daily Brief discusses new challenges facing India's banks and the future of EV batteries. It covers two major stories shaping the Indian economy and global markets.

  • 2020: A space odyssey

    This episode covers the future of space exploration and the digital struggles faced by India's MSME sector. It also includes daily tidbits.

  • Beneath the Bagmane REIT IPO

    This episode of The Daily Brief discusses India's largest REIT IPO and the potential for ethanol to impact the sugar sector. It covers significant economic and market stories.

  • The cost of Building Your Dreams, Part II

    This episode of The Daily Brief discusses BYD's winning formula and India's jet fuel problem, two major stories impacting the Indian economy and global markets.

  • The OPEC’s worst ever defection

    This episode of The Daily Brief covers the UAE's departure from OPEC and India's streaming paradox. It discusses these two major stories shaping the Indian economy and global markets.

  • SIPs, slumps and the AMC machine

    This episode of The Daily Brief covers two main stories impacting the Indian economy and global markets: mutual funds versus market falls and the UPI boom. The podcast also offers a daily newsletter.

  • One event that changed Reliance’s year

    This episode of The Daily Brief covers two major stories: Reliance's Q4 profits and growth, and the global gas crisis. The discussion includes the impact on the Indian economy and global markets.

  • Why Indian conglomerates are chasing fast fashion

    This episode of The Daily Brief examines the increasing involvement of Indian conglomerates in fast fashion. It also covers the IMF's assessment of growing risks in global markets.

  • SBI fights the court on what a telecom loan means

    This episode of The Daily Brief covers SBI's challenge to a court's definition of a telecom loan and India's impending solar squeeze. It also mentions a daily newsletter offered by The Daily Brief.

  • India’s Railway Blues turn color

    This episode of The Daily Brief discusses changes in India's railways and the shift in drone warfare. It also includes other global market tidbits.

  • What really broke India's banks in 2010s

    This episode of The Daily Brief examines the factors that led to India's banking crisis in the 2010s, focusing on the non-performing asset (NPA) crisis. It also discusses job creation and productivity in the Indian economy.

  • May the thinnest (prices) win?

    This episode of The Daily Brief discusses India's entry into the GLP-1 race and the impact of stronger patents on exports, covering two major stories in the Indian economy and global markets.

  • Will India grow old before it gets rich?

    This episode of The Daily Brief discusses challenges in India's economy, focusing on youth unemployment and advancements in the Indian Railways. It covers major stories impacting the Indian economy and global markets.

  • The cost of Building Your Dreams, Part I

    This episode of The Daily Brief covers the cost of building dreams, major stories shaping the Indian economy and global markets, and the rise of India’s defense exports. It also includes a segment of tidbits.

  • Delhi shifts gears on its electric gamble

    This episode of The Daily Brief discusses Delhi's focus on electric vehicles and changes within India's credit market. It covers major stories impacting the Indian economy and global markets.

  • India leaps to split the atom

    This episode of The Daily Brief discusses India's nuclear breakthrough and the economic imbalance between the US and China. It also includes market analysis and daily news.

  • The trade breaking the RBI's rupee defence

    This episode of The Daily Brief discusses the trade breaking the rupee and India's economic landscape. It also covers the impact of the Strait of Hormuz closure on global oil supply and fuel shortages, along with expert analysis from Rory…

  • Can the pharmacy of the world test its own medicine?

    This episode of The Daily Brief covers India's drug innovation and global market trends, including a discussion on why India lags in pharmaceutical innovation. It also touches on what plastic really is.

  • The world’s energy transition meets a historical crisis

    This episode of The Daily Brief discusses the global energy transition and India's gold pricing. It also announces Subtext by Zerodha, a new project featuring conversations with experts.

  • What's the point of a Whoop?

    This episode discusses the point of a Whoop, along with major stories impacting the Indian economy and global markets. The episode also touches upon fixing systems rather than just policies.

  • How India’s PSUs are classified

    This episode of The Daily Brief discusses how India's PSUs are classified, including the PSU Ratna System. It also covers why the GST may not be able to police itself.

  • Should CSR be compulsory for companies?

    This episode of The Daily Brief discusses whether Corporate Social Responsibility (CSR) should be compulsory for companies. It also examines how competition can lead to smart innovation.

  • Behind India’s poor property tax collection

    This episode of The Daily Brief discusses India's property tax collection challenges and the global market's dependence on a metal with mining difficulties. It also includes a section on tidbits.

  • India wants to switch from LPG to PNG

    This episode of The Daily Brief examines India's move from LPG to PNG and explores the challenges facing the WTO. It covers major stories impacting the Indian economy and global markets.

  • Social media's new legal problem

    This episode of The Daily Brief discusses new legal problems faced by social media and the factors contributing to the rupee's decline. It also covers other tidbits relevant to the Indian economy and global markets.

  • Is Iran charging a toll at the Strait of Hormuz?

    This episode of The Daily Brief discusses whether Iran is charging ships at the Strait of Hormuz. It also covers India's ₹4,000 Cr port upgrade and global market information.

  • Amidst the ruins of Jaypee Group

    This episode of The Daily Brief discusses the Jaypee Group and Mastercard's crypto move, examining their influence on the Indian economy and global markets.

  • The dance of oil and the US dollar

    This episode of The Daily Brief discusses the interplay of oil and the US dollar, and the economic implications of providing free water. It explores how these factors influence the Indian economy and global markets.

  • A little boy comes for India’s monsoons

    This episode of The Daily Brief discusses two main stories: the impact of El Niño on India’s economy and the automotive industry’s challenges with CAFE norms.

  • Rob Hanna: Finding Market Edges with Data | In The Money by Zerodha

    Rob Hanna, a researcher in systematic trading, discusses his evolution from pattern-based trading to systematic models. He shares insights on discovering market edges through data, statistical testing, and designing robust trading systems.…

  • Whither India’s pilots?

    This episode of The Daily Brief discusses the scramble for pilots and Coal India's Brain going public, two stories impacting the Indian economy and global markets. This content is for informational purposes only and does not endorse any st…

  • What FSSAI's new licensing rules actually change

    This episode of The Daily Brief discusses FSSAI's eased rules for food businesses and the aluminium supply crunch. It explores these topics as they relate to the Indian economy and global markets.

  • The new rules of paying for electricity

    This episode of The Daily Brief discusses new electricity payment rules and a crucial gas impacting global markets. It also touches on subjects affecting the Indian economy.

  • India’s SEZ policy

    This episode of The Daily Brief discusses India's SEZ 2.0 policy and the reintroduction of Section 301 tariffs, analyzing their implications for the Indian economy and global markets. The episode also includes a "Tidbits" segment.

  • Trimming the Chinese Wall

    This episode of The Daily Brief examines India's revised border investment strategy and the evolving economics of its defense sector. The discussion highlights two major stories influencing the Indian economy and global markets.

  • Niels Kaastrup-Larsen: Discipline, Drawdown and Trend Following | In The Money by Zerodha Podcast

    Niels Kaastrup-Larsen, host of Top Traders Unplugged, discusses systematic and trend-following investing. He covers risk, drawdowns, long-term survival, discipline, and robustness.

  • What is oil, actually?

    This episode of The Daily Brief discusses crude oil and Maruti's electric vehicle initiatives. It explores these topics in relation to the Indian economy and global markets.

  • The Iran war and India's fertilizer problem

    This episode of The Daily Brief discusses the Hormuz crisis and its effect on fertilizer prices, alongside an exploration of Apple's ecosystem in India. It also includes general market tidbits.

  • Pentagon, Anthropic, and the promise of Military AI

    This episode of The Daily Brief discusses the Pentagon, Anthropic, and the potential of Military AI. It also covers government borrowing and other news items.

  • Inside India's Largest Highway InvIT IPO

    This episode of The Daily Brief covers India's largest highway InvIT IPO and explains India’s inflation targeting. It also includes market tidbits.

  • What's up with tobacco consumption in India?

    This episode of The Daily Brief discusses tobacco consumption in India, examining it as a key factor shaping the Indian economy and global markets. It also covers who lends to the Indian government.

  • Robert Carver: Robustness, Risk, and Systematic Trading | In The Money by Zerodha Podcast

    Robert Carver, a systematic futures trader, discusses his experience in systematic and rules-based investing. He shares insights on trend following, mean reversion, risk management, diversification, drawdowns, and discusses AI and automati…

  • Why did global trade come to a halt?

    This episode of The Daily Brief covers two major stories: the halt of global trade due to insurance issues and banks ignoring rate hikes. It also discusses their impact on the Indian economy and global markets.

  • India prepares to invest in US stocks

    This episode of The Daily Brief discusses India’s new approach to investing in US stocks and initiatives to improve India’s rail freight. It also includes general economic tidbits.

  • A fifth of the world’s oil is in danger

    This episode of The Daily Brief covers the impact of Middle East tensions on oil prices and the Indian economy, as well as the role of small models in economics. It also includes daily tidbits and information about their newsletter.

  • The conjurings of data center finance

    This episode of The Daily Brief discusses data center financing and SEBI's new fund rules affecting the Indian economy and global markets. It also includes general economic tidbits.

  • Keytruda: The clone wars

    This episode of The Daily Brief discusses the competition to replicate Keytruda and the effects of CBAM on the Indian steel industry. It also includes other market news.

  • India's metro ridership problem

    This episode of The Daily Brief discusses India's metro ridership problem and the non-uniform growth of NBFCs. It also touches on other tidbits relevant to the Indian economy and global markets.