Zerodha

The Daily Brief

Business EN ↓ 525 episodes

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

Author

Zerodha

Category

Business

Latest episode

Jul 10, 2026

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Episodes

People are swiping right on electric vehicles 23.08.2024

In today’s episode, we look at 3 big stories: - What will it take for Electric vehicles to go mainstream in India? - Will Zomato pull another Blinkit? - Does Piyush Goyal hate Amazon? 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/ If you prefer video: https://www.youtube.com/@ma...

Are domestic investors as big as foreign investors? 22.08.2024

In today’s episode, we look at 4 big stories: - The relentless rise of the Indian investors - Is India open for business? - Just give me a job - RBI governor has some things to say 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/ If you prefer video: https://www.youtube.com/@marke...

Why is China dumping everything everywhere? 21.08.2024

In today’s episode, we look at 4 big stories:   - Trade wars - Private sector is hot for India once again! - The past, present and future of the Indian economy - Why is the RBI governor worried about deposit growth   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/   If you prefer...

Is this the end for peer-to-peer lending platforms? 20.08.2024

In today’s episode, we look at 3 big stories: - End of peer-to-peer lending? - Cough up more money for coffee - Good news for social organisation 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Who will win the quick commerce wars? 19.08.2024

In today’s episode, we look at 3 big stories: - Is quick commerce a bubble? - Your electricity bill might go up - Chinese troubles are getting worse 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Recap: RBI's concerns, cash floods mutual funds, inflation, and housing push 17.08.2024

This is the seventh weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of y...

The govt wants to make housing affordable for all! 16.08.2024

In today’s episode, we look at 3 big stories: - The govt wants to make housing affordable for all - China is getting rid of its oil addiction - Today's youth is stressed and anxious 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/ If you prefer video: https://www.youtube.com/@mark...

Introducing: The Big Perspective and Please help me understand! 15.08.2024

Happy Independence Day to you, and a very happy Birthday to us. Zerodha turns 14 today. There will be no new episodes today. Instead, let me introduce you to two of our new shows: The Big Perspective and Please Help Me Understand. On the big perspective we sit down with some of the brightest minds in the financial world. These experts have been in the game for decades, and we’re here to pick their...

Did inflation really fall? 14.08.2024

In today’s episode, we look at 3 big stories: - Inflation is not inflating - Indian consumers are feeling the blues - Gold hits lifetime highs 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Hindenburg vs. SEBI round 3 13.08.2024

In today’s episode, we look at 4 big stories: - Hindenburg vs Adani vs SEBI round 3 - RBI governor is worried about a lot of things - It’s raining cash for mutual funds - Indian markets can’t stop attracting more money 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/ If you prefer...

Narrative vs Reality ft. microfinance 12.08.2024

In today’s episode, we look at 4 big stories: - The skies are cloudy for Indian solar - Narrative vs Reality ft. microfinance - Fear the taxman - China is sneezing, and this time it caught a cold 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/

What happened in the markets this week? 10.08.2024

This is the sixth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of you...

Do Indian banks have a retail loan problem? 09.08.2024

In today’s episode, we look at 3 big stories: - Are unsecured loans a problem? - Roti Rice Rate - Did Reliance fire thousands of people? 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 the game over for Amazon in India? 08.08.2024

In today’s episode, we look at 6 big stories: - Will UPI change how India borrows? - Is Amazon going back to basics? - What the Bangladesh chaos means for Indian investors - Will gold continue to shine? - Indexation benefit is no longer mandatory for real estate - A new CPI basket We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart...

Two indicators say the US is entering a recession 07.08.2024

In today’s episode, we look at 4 big stories: - SEBI chair’s comments - How do you go from middle class to rich? - I just want data that agrees with my beliefs - You will now get bonus faster Correction: At 11:31 we mentioned "A 1-year bond pays more than a 10-year bond", it is "A 10-year bond pays more than a 1-year bond." We also send out a crisp and short daily newsletter for The Daily Brief. P...

Why are the markets falling? 06.08.2024

In today’s episode, we look at 3 big stories: - Why are the markets falling? - Will the US Federal Reserve make an emergency rate cut? - Why are tractor sales falling? 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/

SEBI is making some really big changes 05.08.2024

In today’s episode, we look at 4 big stories: - SEBI is changing the way Indian markets function - Foreign investors are going with the flow - Tata motors is preparing for an electric age - End of the world—software edition 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/

Best stories of this week. 03.08.2024

This is the fifth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of you...

The world's coal addiction got a little worse 02.08.2024

In today’s episode, we look at 2 big stories: - Are people only buying SUVs? - The world's coal addiction got a little worse 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/

Aditya Birla is getting into the jewellery business 01.08.2024

In today’s episode, we look at 3 big stories: - Aditya Birla is getting into the jewellery business - Will insurance become cheaper? - Will crude prices go back above $100? 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/

Are the telecom wars over? 31.07.2024

In today’s episode, we look at 6 big stories: - F&Oh No! - Are the telecom wars over? - Will Blackstone eat Haldiram’s Bhujia? - Being a PMS manager just became harder - Ola is taking a cab to court - Love-hate relationship between India and China 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://thedailybriefin...

Adani vs Birla: Who will cement the top spot? 30.07.2024

In today’s episode, we look at 5 big stories: - Reverse Robinhood - Adani vs Birla - SBI Cards earnings have taken a lunch break - Are more Indians flying than ever? - The govt doesn’t care about gold bonds 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 the RBI worried about bank runs? 29.07.2024

In today’s episode, we look at 5 big stories: - Is the RBI worried about bank runs due to online banking and UPI? - Govt asks PE and VCs to cough up capital gains tax on money they made. - Finally, some positive news for Paytm. - Is the US economy entering a recession? - Crypto is slowly becoming mainstream We also send out a crisp and short daily newsletter for The Daily Brief. Put your email her...

The biggest stories in the stock market this week. 27.07.2024

This is the fourth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of yo...

India China, bhai bhai…again! 26.07.2024

In today’s episode, we look at 7 big stories: - This quarter, Axis got axed - L&T’s CFO is concerned about skilled laborers - India China, bhai bhai…again! - China has become a hoarder! - Can MapMyIndia Map India? - India is building an Aadhaar for agriculture? - Rain rain, please don’t go away! We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll...

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