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The Daily Brief

Author: Zerodha

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A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
392 Episodes
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The Daily Brief is on break till January 1. In the meantime, allow us to introduce the writing team.Today, we’re talking to Pranav Agarwal.Pranav is the only person on the team who truly deserves to be called a writer. He takes crude first drafts and, somehow, turns them into pieces people actually love reading.
The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.Today, we’re talking to Kashish Kapoor.Kashish is the only one even slightly qualified to do this job, which is to say, he's finished CFA level 1.
The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.Today, we’re talking to Krishna Lohia.Krishna has been working on the Daily Brief since the very first episode, and the only reason we still have jobs is that he wakes up at 6 AM every day.
The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.Today, we’re talking to Pranav Manie.Pranav Manie, aka DJ Easy Money Sniper. Manie is Zerodha’s resident DJ, and one of India’s most popular business nerds on the internet.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro01:06    Your friendly neighbourhood “Tailor"11:42    Why India’s GDP Needs Updating24:38    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:59    Japanese money finds India12:42    A Big Shift in India’s Nuclear Policy24:34    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:28    India’s new insurance playbook12:18    The Debate Over Central Bank Power23:38    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    Is India really using 5G yet?13:22    Coal is headed for retirement24:24    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    India’s Discom Crisis12:47    The new age of trade24:09    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    India’s Auto Parts Boom11:48    Is Shiprocket a platform or a broker?22:02    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:29    Can Tech Wars Create Winners?12:29    The Rise of Digital Finance24:47    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:28    Inside India’s interest rate bets12:21    Why car makers rely on suppliers23:58    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:29    India’s ghost malls need a revival10:14    Inside the CV sector’s big rebound20:50    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    Hollywood gets rumbled by Silicon Valley13:20    Too much solar, too little storage for India23:07    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:29    How to break the entire internet, twice12:36    Growth without pollution23:12    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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:29    Inside India’s stationery business11:46    Inside the quarterly numbers of Oil PSUs22:57    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 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 SEBI skins a notorious finfluencer09:47 Don’t fear the exchange rate21:19 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 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 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    India’s Airport business explained12:29    Inside the credit rating business23:58    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 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 2 major stories shaping the Indian economy and global markets:00:04   Intro00:32   Wakefit’s shift to Home Solutions12:21   The global transformer crunch21:49   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 informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
The race to remember

The race to remember

2025-12-0323:22

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:30   Memory Chips: Hype vs Truth13:25   Inside Affordable Housing’s Q322:15   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.
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