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 | Weekly | Episodes | 25 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessInvesting | |||
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Latest Episodes
We cover:
- Why every wealthy nation protected its industries to develop, the reality behind technology transfer in clean-energy joint ventures, and why a "just transition" in India’s coal belt is about securing entire districts, not just retraining... more
Arvind Chari, Chief Investment Strategist at Quantum Advisors, joins Bhuvan to unpack why India has swung from being "TINA" (there is no alternative) to being called "anti-India" by global investors. They dig into why foreign capital still matters ev... more
We cover:
- Why solar power gets curtailed despite its abundance, the evolution of the duck curve, the true cost of cross-subsidizing residential power, and how behind-the-meter storage is re-architecting the grid.
- It also covers India's rapid so... more
We cover:
- How Cold War politics shaped early energy choices, how the national grid emerged from the railways, the true reasons behind coal nationalization, and the reality of managing large PSUs.
- It also covers DISCOM load shedding, the central... more
Key Facts
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Chart Rankings
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Apple Podcasts | #155 |  India/Top Podcasts |
Apple Podcasts | #6 | India/Business/Entrepreneurship |
Apple Podcasts | #30 | India/Business |
Apple Podcasts | #45 |  Saudi Arabia/Business/Entrepreneurship |
Talking Points
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Audience Metrics
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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?
This series centers on deep, data-driven conversations about finance, macroeconomics, markets, and policy, prioritizing underlying mechanisms over surface-level news. Episodes frequently dissect monetary transmission, funding dynamics for banks and non-banks, and the evolving interplay between capital markets and traditional lending. Guests span central bankers, macro strategists, senior journalists, policy researchers, and tech/infra leaders who bring practical insights into topics like regulatory shifts, private sector innovation, supply chains, and the global implications of India's growth story. A standout pattern is the focus on how policy, regulation, and structural changes shape investment environments, with real-world implications f... 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 5 months ago and published 25 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. Arvind Chari
2. Mudit Narain
3. Rohit Chandra
4. Rajshree Murukute
5. Arpit Tandon
6. Mausam Kumar
7. Sagar Lele
8. Amit Tripathi
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