The Daily Brief

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.

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 income strategies at AHL, one of the world’s largest systematic hedge funds, after earlier roles in derivatives trading at Barclays and economic research at CEPR. Today, he trades his own capital, writes extensively on systematic investing, and teaches systematic trading strategies to finance students. In this wide-ranging conversation, Rob shares how real market understanding develops slowly over time, why trading your own money feels very different from managing institutional capital, and why starting simple is still the best advice for most traders. We dive deep into trend following, mean reversion, risk management, diversification, drawdowns, and the dangers of over-optimizing systems. We also discuss how the post-GFC world changed trend behavior, how to evaluate strategy performance beyond simple metrics, and Rob’s strong views on AI, LLMs, and automation in trading systems. 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 00:28   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 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   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 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   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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.