Subtext by Zerodha
ZerodhaFinance 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, economist... more
| Publishes | Twice weekly | Episodes | 14 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipInvesting | |||
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Latest Episodes
Brad W. Setser, Senior Fellow at the Council on Foreign Relations and one of the most respected voices on global capital flows, joins us for a wide-ranging conversation on what is driving the dollar today, why China's export boom is a problem for the... more
In this episode of Subtext, we sit down with Zohra Khan, CEO & Founder of IPEC India - a power electronics company building EV chargers for the Indian market.
We cover:
• How EV chargers actually work and why they need to be customised for each ve... more
0:00 Introduction
2:10 History of Copper Rallies (Last 25 Years)
2:22 China Industrialization Demand Shock (2000–2007)
4:48 Current Cycle: AI, EVs & Electrification
5:50 Falling Ore Grades — The Structural Supply Problem
7:14 Why Supply Takes So... more
📄 Read the Bain India VC Report 2026 to dig into the data behind this conversation - India Venture Capital Report 2026 | Bain & Company
0:00 Introduction
3:55 About the Bain VC Report
6:08 How the Data Is Sourced
11:16 Who Funds Indian VC — Glob... more
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Apple Podcasts | #171 |  United Kingdom/Business/Entrepreneurship |
Apple Podcasts | #13 |  India/Business/Entrepreneurship |
Apple Podcasts | #61 | India/Business |
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Frequently Asked Questions About Subtext by Zerodha
What is Subtext by Zerodha about and what kind of topics does it cover?
The show consistently threads finance with macro policy, technology, and global market dynamics through in‑depth conversations with practitioners and researchers. Episodes explore topics such as industrial policy, financial hubs, AI and digital sovereignty, currency mechanics, energy markets, and geopolitical risk, always aiming to uncover the underlying structures and tradeoffs that drive markets and policy. Noteworthy are guests who bring multi‑disciplinary rigor—policy think tank researchers, seasoned fund managers, and senior industry executives—along with practical case studies (e.g., Gift City, SEZs, AI adoption in IT). This makes the podcast particularly helpful for listeners who want beyond headlines: actionable frameworks, governan... more
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Which podcasts are similar to Subtext by Zerodha?
These podcasts share a similar audience with Subtext by Zerodha:
1. The Daily Brief
2. Daybreak
3. Finshots Daily
4. The Morning Brief
5. Moneycontrol Podcast
How many episodes of Subtext by Zerodha are there?
Subtext by Zerodha launched 3 months ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Subtext by Zerodha?
Recent guests on Subtext by Zerodha include:
1. Brad Setser
2. Zohra Khan
3. Amit Kumar Gupta
4. Aditya Shukla
5. Aditya Murlidhar
6. Ajay Shrivastava
7. Kyle Chan
8. Pranay Kotasthane
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.