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Recent episodes
Beneath the Bagmane REIT IPO
May 5, 2026
Unknown duration
The cost of Building Your Dreams, Part II
May 4, 2026
23m 58s
The OPEC’s worst ever defection
Apr 30, 2026
26m 11s
SIPs, slumps and the AMC machine
Apr 29, 2026
22m 50s
One event that changed Reliance’s year
Apr 28, 2026
23m 56s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/5/26 | ![]() Beneath the Bagmane REIT IPO | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 India’s Biggest REIT IPO—But With a Catch 12:08 Can Ethanol Still Save the Sugar Sector? 22:41 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 5/4/26 | The cost of Building Your Dreams, Part II✨ | Indian economyglobal markets+3 | — | jet fuelBYD | India | Indian economyglobal markets+3 | — | 23m 58s | |
| 4/30/26 | The OPEC’s worst ever defection✨ | OPEC defectionIndian economy+3 | — | OPEC | UAEIndia | OPECUAE+5 | — | 26m 11s | |
| 4/29/26 | SIPs, slumps and the AMC machine✨ | Indian economyglobal markets+3 | — | Zerodha | Indiaglobal markets | SIPsmutual funds+4 | — | 22m 50s | |
| 4/28/26 | One event that changed Reliance’s year✨ | Reliance profitsIndian economy+3 | — | Reliance | Indiaglobal markets | RelianceQ4 profits+3 | — | 23m 56s | |
| 4/27/26 | Why Indian conglomerates are chasing fast fashion✨ | fast fashionIndian economy+3 | — | IMF | Indiaglobal markets | fast fashionIndian conglomerates+3 | — | 21m 02s | |
| 4/24/26 | SBI fights the court on what a telecom loan means✨ | telecom loansIndian economy+3 | — | SBIIndian economy+1 | — | SBItelecom loan+5 | — | 22m 43s | |
| 4/23/26 | India’s Railway Blues turn color✨ | Indian economyglobal markets+3 | — | The Daily Brief | IndiaIndian economy+1 | Indiarailways+5 | — | 20m 22s | |
| 4/22/26 | What really broke India's banks in 2010s✨ | India's banking crisisNPA crisis+4 | — | Zerodha | IndiaIndian economy+1 | IndiaNPA crisis+5 | — | 24m 08s | |
| 4/21/26 | May the thinnest (prices) win?✨ | Indian economyglobal markets+3 | — | GLP-1Zerodha | India | Indian economyGLP-1+3 | — | 19m 32s | |
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| 4/20/26 | Will India grow old before it gets rich?✨ | Indian economyyouth unemployment+3 | — | Indian Railways | India | Indiayouth jobs+5 | — | 23m 17s | |
| 4/17/26 | The cost of Building Your Dreams, Part I✨ | Indian economyglobal markets+3 | — | Zerodha | India | Indian economyglobal markets+3 | — | 25m 41s | |
| 4/16/26 | Delhi shifts gears on its electric gamble✨ | electric vehiclesIndian economy+3 | — | The Daily BriefZerodha | DelhiIndia | electric vehiclesDelhi+3 | — | 25m 06s | |
| 4/15/26 | India leaps to split the atom✨ | Indian economyglobal markets+3 | — | USChina | India | Indianuclear breakthrough+5 | — | 24m 41s | |
| 4/13/26 | ![]() The trade breaking the RBI's rupee defence | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:37 The trade breaking the rupee 10:52 India builds castles of glass 20:32 Tidbits A month-long closure of the Strait of Hormuz, a critical route for ~20% of global oil, has severely disrupted supply, triggering fuel shortages and panic across Asia, with India already facing an LPG crunch. While a ceasefire offers relief, the deeper issue is systemic dependence on a single chokepoint. To unpack this, we spoke with Rory Johnston, an oil market expert known for his typically bearish, adaptive view. Despite past shocks, he sees this disruption as fundamentally different and far more concerning. You can watch this episode on YouTube, or listen to it on Spotify or Apple Podcasts, or read the transcript on Substack. We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 4/10/26 | ![]() Can the pharmacy of the world test its own medicine? | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Why India lags in drug innovation 11:33 What plastic really is? 22:56 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 4/9/26 | ![]() The world’s energy transition meets a historical crisis | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:20 Global energy shift gets complicated 12:57 Inside India’s gold pricing maze 23:32 Tidbits We’ve started a new project—Subtext by Zerodha. Our work at The Daily Brief and across Markets doesn’t often involve speaking directly to the experts and scholars we refer to, and Subtext is our way of engaging with them more closely. It will feature conversations with entrepreneurs, policymakers, academics, and industry experts. Our first episode is with Manoj Kewalramani, , a China Studies Research Fellow at the Takshashila Institution.—a scintillating, myth-busting chat with someone who has lived in China, studied it deeply, and speaks the language. You can watch this episode on YouTube, or listen to it on Spotify or Apple Podcasts, or read the transcript on Substack. We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 4/8/26 | ![]() What's the point of a Whoop? | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 What's the point of a Whoop? 11:22 Fixing systems, not just policies 21:36 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 4/7/26 | ![]() How India’s PSUs are classified | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Inside India’s PSU Ratna System 11:58 Why the GST can’t police itself 23:04 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 4/6/26 | ![]() Should CSR be compulsory for companies? | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 Should CSR be compulsory for companies? 12:45 When competition forces smart innovation 20:54 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 4/2/26 | ![]() Behind India’s poor property tax collection | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 India’s property tax problem 10:40 The world runs on a metal it can't mine 22:04 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 4/1/26 | ![]() India wants to switch from LPG to PNG | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 The shift from cylinders to pipes 11:34 Can the WTO survive the wilderness? 23:22 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 3/30/26 | ![]() Social media's new legal problem | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:35 The social media trials 10:45 Why the rupee is sliding fast 18:51 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 3/27/26 | ![]() Is Iran charging a toll at the Strait of Hormuz? | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Is Iran charging ships at Hormuz? 11:52 India’s ₹4,000 Cr port upgrade 19:54 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
| 3/25/26 | ![]() Amidst the ruins of Jaypee Group | In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Amidst the ruins of Jaypee Group 12:38 Mastercard’s $1.8B crypto move 24:16 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements. | — | ||||||
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