Subtext by Zerodha

From:Zerodha

English

Website
Finance is full of noise. Everyone reacts to what just happened. We’re more interested in why it’s happening—and what lies beneath. Subtext is a series of conversations with people who have spent years thinking deeply about finance. Not necessarily the loudest voices, but those with real depth: traders who understand market structure, fund managers who have lived through multiple cycles, economists tracking India’s macro story, regulators shaping capital markets, founders building financial infrastructure, and VCs backing these companies.

The state of nuclear energy in India ft. Karthik Ganesan

3 days
The state of nuclear energy in India ft. Karthik Ganesan
1 h 12m

The true cost of a government job exam in India. Ft. Kunal Mangal

2 weeks
The true cost of a government job exam in India. Ft. Kunal Mangal
1 h 2m

Rakesh Basant on how does innovation work in India

3 weeks
Rakesh Basant on how does innovation work in India
1 h 32m

Sidu Ponnappa on the AI-native firm

1 month
Sidu Ponnappa on the AI-native firm
1 h 39m

The power dynamics behind the world’s green transition

1 month
The power dynamics behind the world’s green transition
1 h 8m

Arvind Chari on why India Is just 1.6% of the world's portfolios

1 month
Arvind Chari on why India Is just 1.6% of the world's portfolios
1 h 12m

Mudit Narain on why India throws away free solar power

1 month
Mudit Narain on why India throws away free solar power
1 h 37m

Rohit Chandra’s short history of Indian energy

2 months
Rohit Chandra’s short history of Indian energy
1 h 51m

Rajashree Murukute on India's Municipal Bond Market

2 months
Rajashree Murukute on India's Municipal Bond Market
50m

Arpit Tandon on the road ahead for Indian IT

2 months
Arpit Tandon on the road ahead for Indian IT
1 h 7m

Mausam Kumar on the state of India’s industrial policy

2 months
Mausam Kumar on the state of India’s industrial policy
1 h 37m

Sagar Lele on how to read company results like an analyst

3 months
Sagar Lele on how to read company results like an analyst
1 h 30m

Amit Tripathi on monetary policy and Indian banks

3 months
Amit Tripathi on monetary policy and Indian banks
52m

Suyash Singh on finding spaces in the space business

3 months
Suyash Singh on finding spaces in the space business
1 h 12m

Tamal Bandyopadhyay on microfinance industry cycle

3 months
Tamal Bandyopadhyay on microfinance industry cycle
41m

Brad Setser on the dollar and the world's trade imbalance

4 months
Brad Setser on the dollar and the world's trade imbalance
1 h 0m

Zohra Khan on the Indian EV infra industry

4 months
Zohra Khan on the Indian EV infra industry
1 h 8m

Amit Kumar Gupta on copper supercycle

4 months
Amit Kumar Gupta on copper supercycle
47m

Decoding Bain's India Venture Capital report

5 months
Decoding Bain's India Venture Capital report
1 h 27m

Ajay Srivastava on India's place in the chaos of world trade

5 months
Ajay Srivastava on India's place in the chaos of world trade
57m

Rosa & Tamoghana on India's Youth Employment Crisis

5 months
Rosa & Tamoghana on India's Youth Employment Crisis
41m

Kyle Chan on China's industrial dynamics

5 months
Kyle Chan on China's industrial dynamics
41m

Pranay Kotasthane on Navigating the New Uncertain World

6 months
Pranay Kotasthane on Navigating the New Uncertain World
1 h 29m

Dr. Aradhna Aggarwal on SEZs, their role in economic development, and India's growth ambitions

6 months
Dr. Aradhna Aggarwal on SEZs, their role in economic development, and India's growth ambitions
1 h 4m

Ameya P on how Indian IT can flip the AI script

6 months
Ameya P on how Indian IT can flip the AI script
49m

What Phillip Capital learned running a fund in GIFT City?

6 months
What Phillip Capital learned running a fund in GIFT City?
38m

Deepak Shenoy on what's happening with the rupee

6 months
Deepak Shenoy on what's happening with the rupee
35m

Rory Johnston (oil expert) on what's happening in the oil markets

6 months
Rory Johnston (oil expert) on what's happening in the oil markets
39m

Understanding China, with Manoj Kewalramani

6 months
Understanding China, with Manoj Kewalramani
1 h 8m
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