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 | 9 | Founded | a month ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipInvesting | |||
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Latest Episodes
In this episode we explore:
The real role of education — human capital investment vs. social signalling Why India's graduate unemployment rate has been stuck at 35–40% since 1983 The "waiting vs. fallback" dilemma — is queuing for a job better or wo... more
What makes China's manufacturing machine so powerful — and what does it mean for the rest of the world?
In this episode, we sit down with Kyle Chan — fellow at the Brookings Institution's China Centre, Princeton PhD, and author of the newsletter Hig... more
We used to live in a world of rules. Now, we live in a world of power.
Pranav Agarwal and Pranay Kotasthane break down the "Matsya Nyaya" of modern geopolitics. We cover the weaponisation of critical minerals, the shifting influence of the US and Ch... more
Is India losing its competitive edge in labor-intensive industries? While big names like Foxconn, Kia, and Apple are setting up shop, the "spillover effect" that transforms a local economy often remains missing.
In this episode, Pranav Manie sits do... more
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Chart Rankings
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Apple Podcasts | #17 |  India/Business/Entrepreneurship |
Apple Podcasts | #49 |  Indonesia/Business/Entrepreneurship |
Apple Podcasts | #73 | India/Business |
Apple Podcasts | #244 | Indonesia/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. Daybreak
2. The Daily Brief
3. Finshots Daily
4. Moneycontrol Podcast
5. Money Stuff: The Podcast
How many episodes of Subtext by Zerodha are there?
Subtext by Zerodha launched a month ago and published 9 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. Kyle Chan
2. Pranay Kotasthane
3. Aradhna Aggarwal
4. Ameya Pimpalgaonkar
5. Nishit Shah
6. Deepak Shenoy
7. Rory Johnston
8. Manoj Kewalramani
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.