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 | 12 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEntrepreneurship | |||
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Latest Episodes
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
In this episode we explore:
How Trump's tariffs reshaped the global order — and why every major economy (except China) surrendered
The Supreme Court ruling on tariffs and what it means for India's ongoing US trade deal negotiations
Section 301 inv... more
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
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Apple Podcasts | #195 |  Australia/Business/Entrepreneurship |
Apple Podcasts | #20 |  India/Business/Entrepreneurship |
Apple Podcasts | #92 | India/Business |
Apple Podcasts | #189 |  Indonesia/Business/Entrepreneurship |
Apple Podcasts | #195 |  Saudi Arabia/Business/Entrepreneurship |
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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. Moneycontrol Podcast
4. The Morning Brief
5. Finshots Daily
How many episodes of Subtext by Zerodha are there?
Subtext by Zerodha launched 2 months ago and published 12 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.