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Zerodha
A daily podcast that simplifies the biggest stories that are moving the Indian markets.
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India’s Youth vs The Skill Gap: A National Crisis?

India’s Youth vs The Skill Gap: A National Crisis?

In today’s episode, we look at 3 big stories: 00:00 Intro 00:13 Stories Coming Up! 00:29 India’s skill gap 05:29 China vs World 10:27 What the scrap 14:20 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/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha
15:5316/09/2024
Recap: Rising scams, India's changing food habits, Adani's port ambitions and more

Recap: Rising scams, India's changing food habits, Adani's port ambitions and more

This is the eleventh 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.00:00   Intro00:22   Another mega trading scam04:01   Tel (oil) lene gaya08:24   How big is the front running problem in the Indian stock market?14:25   A Decade of Change on India's Plate: Progress and Challenges18:39   Adani's big port ambitionsWe 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/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
27:1114/09/2024
Onions are Expensive Again! But Why?

Onions are Expensive Again! But Why?

In today’s episode, we look at 3 big stories: 00:00 Intro 00:14 Stories Coming Up! 00:29 Why do onion prices make us cry every time? 04:25 Adani’s plan hit a speed bump 12:48 FAME III replaced by PM-E drive 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 This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
18:0113/09/2024
Donald Trump vs. The World

Donald Trump vs. The World

In today’s episode, we look at 4 big stories:00:00   Intro00:14   Stories Coming Up!00:49   Trump06:29   A Decade of Change on India's Plate: Progress and Challenges10:44   Antitrust case against Google18:53   It’s India vs. China for Apple’s AttentionWe 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   
24:0912/09/2024
Who will win the 2 wheeler EV race?

Who will win the 2 wheeler EV race?

In today’s episode, we look at 3 big stories: - Ather Energy files for an IPO - India’s diamond industry is in deep distress - How big is the front-running problem in the Indian stock market? 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
17:5511/09/2024
India signs a chips agreement with Singapore

India signs a chips agreement with Singapore

In today’s episode, we look at big stories: 00:00 Intro 00:11 Stories Coming Up! 00:28 Modi Ji wants to make India the new Taiwan 05:15 Another mega trading scam 08:55 Tel (oil) lene gaya 13:20 Mera corn kidhar hai? 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
16:0310/09/2024
Government vs Government on EVs

Government vs Government on EVs

In today’s episode, we look at 3 big stories: - No subsidy for EVs? - SEBI tells RBI to do the math right for household savings! - Steel market is chaotic! 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
13:2609/09/2024
Recap: Oil prices and the world economy, Indians spending less, Auto makers vs dealers and more

Recap: Oil prices and the world economy, Indians spending less, Auto makers vs dealers and more

This is the tenth 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. In this episode we look at: 00:00 Intro 00:25 Is oil telling something about the global economy? 03:13 Indian consumers are finally starting to spend 07:51 Auto manufacturers vs Auto dealers 12:01 Reliance wants to go green..ish 18:59 Is the IPO gold rush over? You can also watch this episode on YouTube: https://youtu.be/fVWYqby3BlE?si=X6D0zwkWeGACwgfO 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/
23:3307/09/2024
Investing scams have exploded!

Investing scams have exploded!

In today’s episode, we look at 4 big stories: - Stock market scams - Is the IPO gold rush over? - Indian textile industry benefits because of Bangladesh - When RBI Sneezes, the Industry Catches 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha
20:0306/09/2024
India wants to make homemade guns and bullets!

India wants to make homemade guns and bullets!

In today’s episode, we look at 3 big stories: 00:00 Intro 00:18 Stories Coming Up! 00:30 Desi bullet 06:07 Is oil telling something about the global economy? 08:56 Men are grooming, and FMCG companies are excited! 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
13:0105/09/2024
Why are Indian consumers not spending?

Why are Indian consumers not spending?

In today’s episode, we look at 4 big stories: 00:00 Intro 00:18 Stories Coming Up! 00:33 Indian consumers are finally starting to spend 05:12 It’s party time for the sugar industry 09:45 It’s sunshine and rose for Indian hospitality sector 13:36 Daikin wants a piece of the red-hot Indian AC market 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
17:5304/09/2024
Reliance Industries is trying to transform itself

Reliance Industries is trying to transform itself

In today’s episode, we look at 3 big stories:00:00   Intro00:35   Stories Coming Up!00:53   Reliance wants to go green..ish07:52   Auto manufacturers vs Auto dealers12:18   The global oil markets need nimbu and mirchWe 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 
15:4303/09/2024
What are lab grown diamonds?

What are lab grown diamonds?

In today’s episode, we look at 3 big stories: 00:00 Intro 00:38 Stories Coming Up! 00:56 Diamonds for everyone 07:34 Will PhonePe and Google start blocking users? 10:59 WazirX drama becomes more dramatic 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
13:5002/09/2024
Weekly Brief: China's economic history, the early August panic, and are Indian markets overvalued?

Weekly Brief: China's economic history, the early August panic, and are Indian markets overvalued?

We publish a new episode of the Daily Brief every day. On the weekend, we would compile the best stories of the week and release a recap for those who didn't have time to listen during the week.However, many of you have shared feedback that you listen to the Daily Brief daily and would prefer not to hear the same stories repeated over the weekend. So we are trying something different.In this episode, we discuss:- Oil demand & China's economic history- Why are the markets falling?- Are the Indian markets overvaluedYou can also watch this episode on YouTube. If you have any feedback, do let us know @zerodhamarkets on X (Twitter).
35:1331/08/2024
What’s happening with AI stealing our jobs?

What’s happening with AI stealing our jobs?

In today’s episode, we look at 3 big stories: - Does Maruti Suzuki hate EVs? - Analysts disappoint NVIDIA earnings - Will AI take my job or not? 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
12:5430/08/2024
Will we have our own global desi daaru?

Will we have our own global desi daaru?

In today’s episode, we look at 3 big stories: - India might soon get a signature drink! - The end of oil? - NSE IPO finally? and some interesting 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha
18:2529/08/2024
The name is bond, Indian government bond

The name is bond, Indian government bond

In today’s episode, we look at 3 big stories:- Angrez people are hot for Indian government bonds- Bangladesh is not paying electricity bills to India- It’s like UPI but for loansWe 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. Subscribe here.You can also watch this podcast in video version on our YouTube channel.
11:0528/08/2024
Jay Powell says, 'Let the party continue'

Jay Powell says, 'Let the party continue'

In today’s episode, we look at 4 big stories: - Powell bhai says get ready to party! - Drama in the RBI monetary policy committee? - The global shipping crisis has an Indian twist - The fantastic world of SME IPOs? 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
17:2727/08/2024
Big trends from this results season

Big trends from this results season

In today’s episode, we look at 2 big stories: - Quarterly earnings recap - Kilelr acquisitions and competition 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/ Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended. If you prefer video: https://www.youtube.com/@marketsbyzerodha
14:5726/08/2024
Recap: Trade wars, bullish private sector, past, present and future of the Indian economy and more

Recap: Trade wars, bullish private sector, past, present and future of the Indian economy and more

This is the eighth 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.In this episode:1. Trade wars2. The private sector is hot for India again3. The past present and future of the Indian economy4. Is India open for business?5. Will Zomato pull another Blinkit?You can also watch this episode on YouTube: https://youtu.be/ICNa2s-sb3AWe 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/ 
20:3724/08/2024
People are swiping right on electric vehicles

People are swiping right on electric vehicles

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/@marketsbyzerodha
15:2023/08/2024
Are domestic investors as big as foreign investors?

Are domestic investors as big as foreign investors?

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/@marketsbyzerodha
17:0922/08/2024
Why is China dumping everything everywhere?

Why is China dumping everything everywhere?

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 video: https://www.youtube.com/@marketsbyzerodha 
18:0421/08/2024
Is this the end for peer-to-peer lending platforms?

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

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
12:0620/08/2024
Who will win the quick commerce wars?

Who will win the quick commerce wars?

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
14:5419/08/2024
Recap: RBI's concerns, cash floods mutual funds, inflation, and housing push

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

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 your friends. In this week's episode, we look at these stories: - RBI governor is worried about a lot of things - It’s raining cash for mutual funds - Inflation is not inflating - The govt wants to make housing affordable for all 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
12:1217/08/2024
The govt wants to make housing affordable for all!

The govt wants to make housing affordable for all!

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/@marketsbyzerodha
09:3016/08/2024
Introducing: The Big Perspective and Please help me understand!

Introducing: The Big Perspective and Please help me understand!

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 brains. Whether you are an experienced investor or just starting out, this show will help you make sense of the markets. We go beyond the headlines and the noise to uncover what truly drives the markets. It is engaging, relatable, and full of practical insights. So, to get a fresh perspective on the markets, tune in to 'The Big Perspective'! Spotify: https://open.spotify.com/show/3fjDmrUxkVo3iewpfyRoSB?si=f597f58940b346b1 Apple Podcast: https://podcasts.apple.com/us/podcast/the-big-perspective/id1758739473 Youtube: https://youtube.com/playlist?list=PLuJA1JMOOYDwqntvYZGRitCX0_XnNj7G_&feature=shared We all know how confusing financial jargons can be, right? Sometimes, even the so-called 'expert explanations' leave us more puzzled than before. And let’s be honest—your friends probably aren’t much help either, since most people don’t really get finance. This is where 'Please Help Me Understand' comes in. Here we talk to top finance experts, but we’re asking the simple, no-nonsense questions that you’re too embarrassed to ask. We’ll cover everything from stock markets and trading to investing and beyond, breaking it all down in a way that’s easy to understand. No jargon, no fancy language—just clear, straightforward explanations. Spotify: https://open.spotify.com/show/5FPvjOZVn5dtgWdj61eMWx?si=d149b55030774c71 Apple Podcast: https://podcasts.apple.com/in/podcast/please-help-me-understand/id1759320717 Youtube: https://youtube.com/playlist?list=PLuJA1JMOOYDxOTWv7Pux5STEj-4MBKo-N&feature=shared So, whether you’re after the big picture with 'The Big Perspective' or you just need some clarity with 'Please Help Me Understand,' we’ve got you covered. These shows are all about making finance approachable, relatable, and—dare we say it—a little bit fun! 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/
02:0015/08/2024
Did inflation really fall?

Did inflation really fall?

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
09:2314/08/2024
Hindenburg vs. SEBI round 3

Hindenburg vs. SEBI round 3

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 video: https://www.youtube.com/@marketsbyzerodha
12:3213/08/2024
Narrative vs Reality ft. microfinance

Narrative vs Reality ft. microfinance

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/
15:2812/08/2024
What happened in the markets this week?

What happened in the markets this week?

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 your friends. In this week's episode, we look at these stories: - Why are the markets falling? - Will gold continue to shine? - SEBI chair’s comments - Will UPI change how India borrows? - Is Amazon going back to basics? 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/ Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.
18:0210/08/2024
Do Indian banks have a retail loan problem?

Do Indian banks have a retail loan problem?

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/
11:4609/08/2024
Is the game over for Amazon in India?

Is the game over for Amazon in India?

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 every day: https://thedailybriefing.substack.com/
19:1008/08/2024
Two indicators say the US is entering a recession

Two indicators say the US is entering a recession

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. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/
17:0807/08/2024
Why are the markets falling?

Why are the markets falling?

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/
11:5606/08/2024
SEBI is making some really big changes

SEBI is making some really big changes

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/
15:1605/08/2024
Best stories of this week.

Best stories of this week.

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 your friends. In this week's episode, we look at these stories: - Adani vs Birla - SBI Cards earnings have taken a lunch break - F&Oh No! - Are the telecom wars over? - Love-hate relationship between India and China - 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/
17:5203/08/2024
The world's coal addiction got a little worse

The world's coal addiction got a little worse

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/
09:1202/08/2024
Aditya Birla is getting into the jewellery business

Aditya Birla is getting into the jewellery business

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/
08:2401/08/2024
Are the telecom wars over?

Are the telecom wars over?

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://thedailybriefing.substack.com/
17:0831/07/2024
Adani vs Birla: Who will cement the top spot?

Adani vs Birla: Who will cement the top spot?

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/
14:0430/07/2024
Is the RBI worried about bank runs?

Is the RBI worried about bank runs?

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 here and we'll make you smart every day: https://thedailybriefing.substack.com/
13:5829/07/2024
The biggest stories in the stock market this week.

The biggest stories in the stock market this week.

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 your friends. In this week's episode, we look at these stories: 1) Reliance is feeling the blues 2) Bajaj Finance is in a mixed state 3) This quarter, Axis got axed 4) Did the budget disappoint you? 5) Gold fell by more than 5% 6) India China, bhai bhai…again! 7) China has become a hoarder! 8) India is building Aadhaar for agriculture? We have launched two new shows: "Please Help Me Understand" and "The Big Picture." On "Please Help Me Understand," we'll ask experts all the dumb questions that you are embarrassed about asking. The goal is to help you understand things that seem complicated. On "The Big Picture," we will talk to some of the smartest people in the markets about big trends that are shaping the financial markets. If you want to be an expert on finance, just listen to our shows. 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/
24:4427/07/2024
India China, bhai bhai…again!

India China, bhai bhai…again!

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 make you smart every day: https://thedailybriefing.substack.com/ Checkout today's edition: https://open.substack.com/pub/thedailybriefing/p/india-china-bhai-bhaiagain
18:3826/07/2024
Gold falls, India rocks!

Gold falls, India rocks!

In today’s episode, we look at 3 big stories: - A closer look at the budget - Gold fell by more than 5% - Bajaj Finance is in a mixed state 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/
16:2225/07/2024
The Daily Brief Special: What the hell is in the budget for all of us?

The Daily Brief Special: What the hell is in the budget for all of us?

FM read a 62-page document in 80 minutes as the budget speech. But does all that complicated stuff really matter to you? Probably, not. There were some good news and some bad ones about taxation that impacted you and me. And we tried to simplify that for you. Listen in to this conversation with Vishvajit Sonagara, founder and CEO of Quicko, and Dinesh Pai, Head and Chief Strategist at Rainmatter as we try to decode the important stuff for you.
33:2724/07/2024
How did the budget make you feel?

How did the budget make you feel?

In today’s episode, we look at 3 big stories: - Did the budget disappoint you? - Microfinance—a problem in the making? - Byjus is out of juice 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/
09:4424/07/2024
Will the budget fill your pocket or break your heart?

Will the budget fill your pocket or break your heart?

In today’s episode, we look at 4 big stories: - Reliance is feeling the blues - Slow and steady for HDFC - Will the budget fill your pocket or break your heart? - Will Amazon hit on Swiggy? 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/
15:0223/07/2024
This is how the world ends

This is how the world ends

In today’s episode, we look at 6 big stories. - Massive tech breakdown affected all types of companies - Government’s new PSU plan - RBI’s latest Indian economy report - Netflix’s performance in India this quarter - Infosys’s latest earnings report Insights - Paytm’s quarterly earnings result 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/
14:3222/07/2024