Episodes
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
Published 08/20/24
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
Published 08/19/24
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...
Published 08/17/24
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
Published 08/16/24
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...
Published 08/15/24
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
Published 08/14/24
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
Published 08/13/24
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/
Published 08/12/24
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? -...
Published 08/10/24
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/
Published 08/09/24
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/
Published 08/08/24
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/
Published 08/07/24
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/
Published 08/06/24
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/
Published 08/05/24
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...
Published 08/03/24
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/
Published 08/02/24
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/
Published 08/01/24
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/
Published 07/31/24
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/
Published 07/30/24
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/
Published 07/29/24
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...
Published 07/27/24
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...
Published 07/26/24
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/
Published 07/25/24
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.
Published 07/24/24