
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, economist... more
| Publishes | Weekly | Episodes | 22 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessInvesting | |||

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
We cover:
- How rating municipalities differs from corporates, why cities struggle with data disclosures, and why pooled finance may be the only way forward for smaller urban bodies.
- It also covers market liquidity, policy incentives, escrow stru... more
We cover:
- How AI is changing product management, why companies should think in terms of workflows instead of just software, the importance of domain knowledge, and why understanding a client's business may become more valuable than ever.
- It als... more
We cover:
- Why Tamil Nadu became a magnet for Apple and global manufacturers
- How the PLI scheme differs from India's historical approach to industrial incentives
- The tension between central and state-level policy in shaping manufacturing out... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #213 | |
Apple Podcasts | #8 | |
Apple Podcasts | #37 |
Recent interactions between the hosts and their guests.
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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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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
Subtext by Zerodha launched 5 months ago and published 22 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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Recent guests on Subtext by Zerodha include:
1. Arpit Tandon
2. Mausam Kumar
3. Sagar Lele
4. Amit Tripathi
5. Suyash Singh
6. Tamal Bandyopadhyay
7. Brad Setser
8. Zohra Khan
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