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

One event that changed Reliance’s year 28.04.2026

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   Reliance Q4: Profits Hit, Growth Intact 12:10   Gas Crisis: Supply Hit, Prices Spike 22:50   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.c...

Why Indian conglomerates are chasing fast fashion 27.04.2026

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   India’s fast fashion race heats up 08:32   IMF flags rising global risks 19:59   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...

SBI fights the court on what a telecom loan means 24.04.2026

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   Spectrum Ruling Hits Banks 10:32   India's impending solar squeeze 21:26   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 con...

India’s Railway Blues turn color 23.04.2026

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   How India’s Trains Are Changing 10:12   The Drone Warfare Shift 19:06   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 conten...

What really broke India's banks in 2010s 22.04.2026

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   What really caused India’s NPA crisis? 12:19   More jobs, less productivity 22:45   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:...

May the thinnest (prices) win? 21.04.2026

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   India enters the GLP-1 race 10:10   Do stronger patents boost exports? 18:21   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...

Will India grow old before it gets rich? 20.04.2026

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   Why India’s youth can’t find jobs 11:10   An armor for the Indian Railways 22:01   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:...

The cost of Building Your Dreams, Part I 17.04.2026

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   The cost of Building Your Dreams 13:25   How India’s Defence Exports Took Off 24:27   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...

Delhi shifts gears on its electric gamble 16.04.2026

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   Delhi goes all-in on EVs 11:13   India’s credit market shift 23:57   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 i...

India leaps to split the atom 15.04.2026

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 nuclear breakthrough 11:30   US vs China: The imbalance story 23:13   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 trade breaking the RBI's rupee defence 13.04.2026

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 alre...

Can the pharmacy of the world test its own medicine? 10.04.2026

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 cont...

The world’s energy transition meets a historical crisis 09.04.2026

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 ref...

What's the point of a Whoop? 08.04.2026

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...

How India’s PSUs are classified 07.04.2026

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: Th...

Should CSR be compulsory for companies? 06.04.2026

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.substa...

Behind India’s poor property tax collection 02.04.2026

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...

India wants to switch from LPG to PNG 01.04.2026

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/ Not...

Social media's new legal problem 30.03.2026

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 Iran charging a toll at the Strait of Hormuz? 27.03.2026

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: Th...

Amidst the ruins of Jaypee Group 25.03.2026

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: Thi...

The dance of oil and the US dollar 24.03.2026

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 dance of oil and the US dollar 11:27   The price of free water 21:55   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 con...

A little boy comes for India’s monsoons 23.03.2026

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   El Niño & India’s economy 12:00   Auto industry vs CAFE norms 21:00   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 content...

Rob Hanna: Finding Market Edges with Data | In The Money by Zerodha 22.03.2026

Welcome to the In The Money Podcast by Zerodha, where we bring you the sharpest minds from around the world in trading, markets, and active investing.  In this episode, we sit down with Rob Hanna, founder of Quantifiable Edges and a widely respected researcher in systematic trading, known for his work on market seasonality, quantitative edges, and rules-based strategies. Rob managed his own privat...

Whither India’s pilots? 20.03.2026

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   A scramble for pilots? 11:06   Coal India's Brain Goes Public 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/ Note: This content...

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