The Daily Brief

A 10-minute parcel comes for Dalal Street Jun 12, 2026 00:24:19 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 Will Zepto’s IPO deliver? 09:47 AI's memory race 23:05 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 i

Between income and distributions Jun 11, 2026 00:23:35 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 Understanding REIT results 10:13 India's inflation stress test 21:59 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: This co

A lending boom with fewer borrowers Jun 10, 2026 00:21:32 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 RBI’s hidden economic signals 12:18 Tyre industry hits a tough patch 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: T

We're measuring rooftop solar by the wrong number Jun 9, 2026 00:23:38 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 rooftop solar problem 12:17 How electricity changed in 2025 22:30 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: Th

SEBI finds glitters of ₹15 lakh crore that aren’t gold Jun 8, 2026 00:26:36 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:39 What SEBI Found at Rajesh Exports 14:13 The Long Road to Profits in Space 25:04 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/ No

How the rupee grounded Indigo’s profits Jun 5, 2026 00:20:36 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 Turbulence ahead for IndiGo 09:20 Banks, farmers & droughts 19:14 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

India’s fuel-blending machine enters its next costly phase Jun 4, 2026 00:25:14 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 Fuel blending enters a new era 13:07 Turning waste into wealth 23:54 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 co

Do ATMs still make sense? Jun 3, 2026 00:12:21 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:23 The Future of Cash in India 10:52 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 content is for informational purposes only

What SEBI found in Suzlon's books? Jun 2, 2026 00:22:16 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 Why SEBI Fined Suzlon 10:19 RBI’s Liquidity Balancing Act 21:16 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 conten

The changing shape of energy security Jun 1, 2026 00:22:31 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: Story 1: India’s New Energy Security Dilemma We will look into how India is balancing two parallel energy strategies — rapidly expanding renewable energy while also investing heavily in oil refineries. The story explores how energy security is changing in an electrifying world, the chal

Real estate’s three measures of success May 29, 2026 00:24:44 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’s Real Estate Q4 Story 11:47 Is Faster Internet Fair? 23:30 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 cont

Indian pharma: lofty aims in the midst of chaos May 27, 2026 00:23:52 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 The New Race in Indian Pharma 12:38 The New Divide in Credit Cards 22:54 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

SpaceX: A valuation built on miracles May 26, 2026 00:23:50 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 SpaceX’s Massive IPO 11:23 Inside India’s Auto Shift 22:43 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

Gold, securitised May 25, 2026 00:22:54 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 SEBI’s Gold Market Experiment 11:49 Premium drinks are winning in India 21:51 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/ Not

An inventory high before a pricing hangover May 22, 2026 00:24:23 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 The Crisis Building Behind Oil Profits 11:09 Why Dairy Margins Are Falling 23:12 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/ N

India’s two-wheelers drift through a collision of forces May 21, 2026 00:24:23 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 Bike Market Shift 11:18 India's biogas problem 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

The Indian EMS industry moves up and sideways May 20, 2026 00:23:40 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 EMS Growth Story 11:53 The Hormuz Oil Shock 22:05 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

Margin crush in a gold rush May 19, 2026 00:23:54 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 Gold Rush, Margin Crunch 12:12 The Municipal Bond Reset 22:39 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

How Big Bazaar fell through the cracks May 18, 2026 00:24:15 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 Inside Future Retail’s Crash 12:54 India’s Cement Slowdown 23:15 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 conten

A record year for public-sector banks meets a turning point May 15, 2026 00:22:27 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 Record Year for PSU Banks 11:19 The meeting that cost 2.5 crores 21:08 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

India’s grid must match its solar ambitions May 14, 2026 00:24:27 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’s Electricity Grid Problem 12:29 Why Coal Mines Leak Methane 23:09 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

Decoding the Vedanta Demerger May 13, 2026 00:24:55 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:33 Inside Vedanta’s Corporate Split 12:25 The Hidden Side Of Foreign Loans 23:41 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

A new chapter in the delivery wars May 12, 2026 00:23:25 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 The Delivery War Changes 11:03 The AI Shift in IT 22:23 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 for

India's great health bargain is falling apart May 11, 2026 00:24:58 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 universal healthcare model under pressure 12:00 India’s cable industry hits a new high 24:01 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://thedailybri

Indian IT sees some clarity in the unknown May 8, 2026 00:25:08 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 Indian IT’s New Line of Sight 13:16 Dollar prices and economic pain 23:51 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: Th

India’s banks trade old fears for new ones May 7, 2026 00:24:34 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’s Banks Face New Challenges 11:55 The Future of EV Batteries 23:15 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: Thi

2020: A space odyssey May 6, 2026 00:23:32 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 Space I: Birthing a future 12:36 India’s MSME Digital Struggle 22:13 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 co

Beneath the Bagmane REIT IPO May 5, 2026 00:24:05 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.s

The cost of Building Your Dreams, Part II May 4, 2026 00:23:58 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 BYD’s winning formula 13:48 India's jet fuel problem 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

The OPEC’s worst ever defection Apr 30, 2026 00:26:11 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 UAE Walks Out of OPEC 12:29 India’s Streaming Paradox 24:53 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

SIPs, slumps and the AMC machine Apr 29, 2026 00:22:50 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 Mutual Funds vs Market Fall 12:09 UPI Boom, But At What Cost? 21:38 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

One event that changed Reliance’s year Apr 28, 2026 00:23:56 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.substac

Why Indian conglomerates are chasing fast fashion Apr 27, 2026 00:21:02 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:

SBI fights the court on what a telecom loan means Apr 24, 2026 00:22:43 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

India’s Railway Blues turn color Apr 23, 2026 00:20:22 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 con

What really broke India's banks in 2010s Apr 22, 2026 00:24:08 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/ No

May the thinnest (prices) win? Apr 21, 2026 00:19:32 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: T

Will India grow old before it gets rich? Apr 20, 2026 00:23:17 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/ Not

The cost of Building Your Dreams, Part I Apr 17, 2026 00:25:41 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/

Delhi shifts gears on its electric gamble Apr 16, 2026 00:25:06 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 conten

India leaps to split the atom Apr 15, 2026 00:24:41 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: Th

The trade breaking the RBI's rupee defence Apr 13, 2026 00:21:31 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

Can the pharmacy of the world test its own medicine? Apr 10, 2026 00:24:22 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 c

The world’s energy transition meets a historical crisis Apr 9, 2026 00:24:44 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 re

What's the point of a Whoop? Apr 8, 2026 00:22:54 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: T

How India’s PSUs are classified Apr 7, 2026 00:24:34 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:

Should CSR be compulsory for companies? Apr 6, 2026 00:22:01 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.sub

Behind India’s poor property tax collection Apr 2, 2026 00:24:18 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/ N

India wants to switch from LPG to PNG Apr 1, 2026 00:25:40 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/

Social media's new legal problem Mar 30, 2026 00:20:00 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 conte

Is Iran charging a toll at the Strait of Hormuz? Mar 27, 2026 00:20:58 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:

Amidst the ruins of Jaypee Group Mar 25, 2026 00:25:49 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:

The dance of oil and the US dollar Mar 24, 2026 00:22:58 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

A little boy comes for India’s monsoons Mar 23, 2026 00:22:46 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 conte

Rob Hanna: Finding Market Edges with Data | In The Money by Zerodha Mar 22, 2026 01:48:15 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 priva

Whither India’s pilots? Mar 20, 2026 00:22:49 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 conte

What FSSAI's new licensing rules actually change Mar 19, 2026 00:23:31 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 FSSAI eases rules for food businesses 10:33 The Aluminium supply crunch 22:09 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 new rules of paying for electricity Mar 18, 2026 00:23:25 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 new rules of paying for electricity 11:39 A gas the world cannot live without 22:16 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

India’s SEZ policy Mar 17, 2026 00:26:24 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:36 SEZ 2.0: Can India fix its export zones? 13:54 The return of section 301 tariffs 25:09 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.substac

Trimming the Chinese Wall Mar 16, 2026 00:24:09 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 eases its border investment wall 11:09 The new economics of India’s defence sector 22:30 Tidbit 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.su

Niels Kaastrup-Larsen: Discipline, Drawdown and Trend Following | In The Money by Zerodha Podcast Mar 15, 2026 01:16:11 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 Niels Kaastrup-Larsen, one of the most respected voices in systematic and trend-following investing. Known as the host of Top Traders Unplugged, Niels brings decades of experience studying how professional traders

What is oil, actually? Mar 13, 2026 00:21:55 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 many lives of crude oil 10:27 Maruti’s tryst with EVs 20:44 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

The Iran war and India's fertilizer problem Mar 12, 2026 00:24:49 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 Hormuz crisis & fertilizer prices 11:42 Inside Apple’s India ecosystem 23:29 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:

Pentagon, Anthropic, and the promise of Military AI Mar 11, 2026 00:24:07 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 Anthropic vs the Pentagon 12:24 Why governments keep borrowing 22:48 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 co

Inside India's Largest Highway InvIT IPO Mar 10, 2026 00:25:11 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 the ₹6,000 Cr Raajmarg InvIT IPO 11:38 India’s inflation targeting explained 24:06 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.substa

What's up with tobacco consumption in India? Mar 9, 2026 00:25:02 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:36 The Smoking Paradox 12:57 Who lends to the Indian government? 23:51 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 con

Robert Carver: Robustness, Risk, and Systematic Trading | In The Money by Zerodha Podcast Mar 8, 2026 01:28:50 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 Carver, systematic futures trader, former hedge fund manager, and one of the most practical voices in quantitative and rules-based investing. Rob spent years building and managing systematic macro and fixed inco

Why did global trade come to a halt? Mar 6, 2026 00:22:39 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 When insurance stops trade 11:29 Why banks ignore rate hikes 21:22 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 cont

India prepares to invest in US stocks Mar 5, 2026 00:20:02 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 India’s new route to US stocks 09:49 Fixing India’s rail freight 18:55 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

A fifth of the world’s oil is in danger Mar 4, 2026 00:25:13 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 Middle East tensions and oil prices 11:34 Small models, big economics 23:16 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:

The conjurings of data center finance Mar 2, 2026 00:25:12 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 How Data Centers Get Financed 12:00 SEBI’s new fund rules 23:52 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 co

Keytruda: The clone wars Feb 27, 2026 00:23:39 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 The race to replicate Keytruda 13:21 How CBAM hits Indian steel 22:22 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

India's metro ridership problem Feb 26, 2026 00:22:20 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 The metro ridership gap 09:56 NBFC growth isn’t uniform 21:12 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

What’s behind the Great Nicobar Megaproject? Feb 25, 2026 00:26:06 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 Behind the Great Nicobar megaproject 12:29 Pax Silica: The new chip bloc 24:43 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

How the US Supreme Court killed Liberation Day Feb 24, 2026 00:24:29 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:34 US court stops tariffs 12:49 A banking scandal unfolds 23:09 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 it takes to move a city Feb 23, 2026 00:24:11 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 India’s growing metro network 10:35 The business of wood panels 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.com/ Note: This c

Why is global waste trade going down? Feb 20, 2026 00:24:36 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 Why is global waste trade going down? 11:32 A world in need of better jobs 23:19 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/ N

Can India’s small businesses be paid on time? Feb 19, 2026 00:21:40 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:28 The MSME cash crunch story12:01 Record sales in India’s tyre sector20:32 TidbitsWe 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

Why Is AC ownership so low in India? Feb 18, 2026 00:23:12 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:26 Rare conditioning11:49 The business of beauty21:56 TidbitsWe 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 informationa

India's DISCOMs posted a profit. How real is it? Feb 17, 2026 00:25:05 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:41 How DISCOMs turned profitable12:30 India prices banking risk23:43 TidbitsWe 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

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