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The Daily Brief

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
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Episodes

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

Aug 20, 202412 minEp. 49

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

Aug 19, 202415 minEp. 48

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...

Aug 17, 202412 minEp. 47

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

Aug 16, 202410 minEp. 46

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 ...

Aug 15, 20242 minEp. 45

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

Aug 14, 20249 minEp. 44

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

Aug 13, 202413 minEp. 43

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/

Aug 12, 202415 minEp. 42

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 g...

Aug 10, 202418 minEp. 41

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/

Aug 09, 202412 minEp. 40

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/

Aug 08, 202419 minEp. 39

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/

Aug 07, 202417 minEp. 38

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/

Aug 06, 202412 minEp. 37

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/

Aug 05, 202415 minEp. 36

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 h...

Aug 03, 202418 minEp. 35

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/

Aug 02, 20249 minEp. 34

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/

Aug 01, 20248 minEp. 33

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/

Jul 31, 202417 minEp. 32

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/

Jul 30, 202414 minEp. 31

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/

Jul 29, 202414 minEp. 30

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) Ba...

Jul 27, 202425 minEp. 29

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...

Jul 26, 202419 minEp. 28

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/

Jul 25, 202416 minEp. 27

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.

Jul 24, 202433 minEp. 26

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/

Jul 24, 202410 minEp. 25

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/

Jul 23, 202415 minEp. 24

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/

Jul 22, 202415 minEp. 23

Best of the week: IPO craziness, the Indian borrowing binge, a new risky asset class, and more.

This is the third 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) Are Indian fund managers really valu...

Jul 20, 202417 minEp. 22

Mega Indian crypto hack

In today’s episode, we look at 5 big stories. - SEBI proposes a new asset class for people who want to take risk - Another mega crypto hack - The global economy is a little good, a little bad - Will the bull market continue? - Results roundup 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/

Jul 19, 202416 minEp. 21

Zomato wants more money!

In today’s episode, we look at 1 interesting tidbit about Indian fund managers and 5 big stories. Are Indian Mutual Fund Managers Value Investors? Zomato Wants More Money! Are Gig Workers- Employees or on Contract? Apple's Sales Growth in India India's Credit Growth Is India's Economy Fit? 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/

Jul 18, 202414 minEp. 20
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