Zerodha
The Daily Brief
A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
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Zerodha
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Podcast-Website
Neueste Folge
3. Nov 2026
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The rise of premiumisation ft. SOIC 05.11.2025 1:06:08
Premiumisation is one of those words you hear everywhere now — in management interviews, on earnings calls, and investor presentations. But behind the jargon lies something far more human: the quiet evolution of Indian aspiration. In this conversation with Ishmohit and Siddhant from SOIC , we unpack what’s really happening beneath the surface. From hatchbacks turning into SUVs, and plain curd beco...
SEBI takes down another case of stock manipulation 04.11.2025 22:35
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 01:03 SEBI busts a stock manipulation ring 10:20 IEA Warns of a Gas Glut by 2030 21:15 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/ No...
Can boAt stay afloat? 03.11.2025 22:47
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Can boAt stay afloat? 12:44 What is the role of coal in India’s energy transition? 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...
India’s push to get the aam aadmi to fly 31.10.2025 27:55
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:33 India’s regional aviation takeoff 11:57 The new stars of Indian IT 27:00 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...
Reliance takes big swings this quarter 30.10.2025 27:07
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:20 Inside Reliance’s Q2 performance 14:16 Big changes for mutual funds 25:36 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: Thi...
A household name in your kitchen is going public 29.10.2025 28:28
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 MTR takes to the bourses 12:17 A brighter quarter for Indian IT 27:30 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 co...
Inside Meesho’s IPO 28.10.2025 22:55
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:32 Meesho’s big IPO push 14:39 ₹2 crore trading scam exposed 21:48 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...
Why EVs are actually depreciating faster than gasoline cars 27.10.2025 26:25
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 EV Resale Problem 11:59 Delhi’s Artificial Rain 25:17 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 inf...
India's huge bet on smart electricity meters 24.10.2025 25:29
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 India's huge bet on smart meters 13:13 How corporate India survived COVID 24:18 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/ Not...
A new front opens in the chip wars 23.10.2025 25:40
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The battle for Nexperia 11:40 China's $800 billion question 24:48 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 inf...
The 2025 Nobel Prize in Economics: a breakdown 20.10.2025 25:14
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 01:11 Inside the 2025 Nobel for Economics 14:16 Inside the Aircraft Leasing Maze 24:15 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/ No...
SEBI unearths a ₹173 crore insider trading scam 17.10.2025 23:11
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 Inside the ₹173 Cr Scam 09:45 One Grid to Rule ASEAN? 22:07 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 fo...
A small rule change by the RBI, a big leap for Indian banks 16.10.2025 23:21
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 RBI’s new rule to tackle bad loans 11:19 IMF flags risks in global markets 22:17 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/ No...
India has a new plan for hydropower 15.10.2025 22:53
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 India has a new plan for hydropower 12:11 The Cost of India's Steel Ambition 21:46 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/...
Is there a private capex crisis in India? 14.10.2025 24:53
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 India’s Growth Engine Slows Down 12:16 The Uncertain Future of Indian Tea 23:40 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://thedailybrief.zerodha.com/ Note: This content...
India’s biggest state telecom operator tries a comeback 13.10.2025 25:15
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Inside BSNL’s Comeback Plan 11:58 The Race to Mine the Ocean Floor 24:04 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...
The sky’s the limit — for only two aircraft makers 10.10.2025 25:12
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 Behind the duopoly of passenger aircraft 13:23 India’s plan to mine the future 23:58 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/ No...
GIFT City: India’s high-stakes gamble 09.10.2025 25:16
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 GIFT City’s Grand Gamble 13:07 Renewables are moving fast 23:53 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 f...
India wants to insure against climate change 08.10.2025 21:03
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 A new way to fund disaster recovery 11:00 Inside India’s unlisted share frenzy 19:53 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...
How UPI is Changing Cash Use in India 07.10.2025 29:16
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Is India going cashless? 12:02 Changing Tides of Global Trade 28:52 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 cont...
Inside India’s biggest NBFC IPO yet 06.10.2025 26:46
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Tata Capital's IPO 10:10 India's Health Labor Market 25:23 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 fo...
The RBI just silently made some huge moves 03.10.2025 23:59
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 The big moves RBI made recently 12:32 Microfinance at Crossroads 22:52 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 c...
A cruise through the shipbuilding industry 01.10.2025 21:45
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 How shipbuilding works 11:39 SEBI’s order against Man Industries 20:36 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 conte...
Can WeWork sell India on premium offices? 30.09.2025 25:35
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 WeWork India and the Office boom 12:15 India’s E-commerce rule shift 24:24 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: Th...
Indian pharma wants to conquer cancer 29.09.2025 22:02
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Breaking barriers in cancer care 12:47 RBI pulls the plug on Simpl 20:49 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...
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