A daily podcast that simplifies the biggest stories that are moving the Indian markets.
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 for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 already facing an LPG crunch. While a ceasefire offers relief, the deeper issue is systemic dependence on a single chokepoint. To unpack this, we spoke with Rory Johnston, an oil market expert known for his typically bearish, adaptive view. Despite past shocks, he sees this disruption as fundamentally different and far more concerning. You can watch this episode on YouTube, or listen to it on Spotify or Apple Podcasts, or read the transcript on Substack. 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. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 refer to, and Subtext is our way of engaging with them more closely. It will feature conversations with entrepreneurs, policymakers, academics, and industry experts. Our first episode is with Manoj Kewalramani, , a China Studies Research Fellow at the Takshashila Institution.—a scintillating, myth-busting chat with someone who has lived in China, studied it deeply, and speaks the language. You can watch this episode on YouTube, or listen to it on Spotify or Apple Podcasts, or read the transcript on Substack. 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. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 private investment fund from 2001 to 2019 and today serves as a portfolio manager and investment advisor at Capital Advisors 360, where he continues to apply data-driven research to systematic investment strategies. In this conversation, Rob shares how his trading evolved from pattern-based discretionary setups to largely systematic models, how traders can discover edges through observation and statistical testing, and why robustness matters when designing trading systems. We also discuss mean reversion strategies, overnight edges, market breadth, seasonality, and how he manages a diversified portfolio of systematic models while emphasizing risk management, position sizing, and adaptability in changing market environments.
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 is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 think about risk, drawdowns, and long-term survival. In this conversation, we discuss why drawdowns are often misunderstood, how real edges endure long periods of underperformance, and why discipline and robustness matter more than short-term results. This episode is less about signals and more about mindset, process, and staying in the game when markets test your patience. You can check out our newsletter here: https://inthemoneybyzerodha.substack.com/
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 is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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