The Daily Brief

By ZerodhaBusiness News Investing Daily News Business News

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Typical duration
22 min
per episode

Based on Podcast App listening data

The Daily Brief episodes

March 17 India’s SEZ policy
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:36 SEZ 2.0: Can India fix its export zones?
13:54 The return of section 301 tariffs
25:09 Tidbits
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
27 min
March 16 Trimming the Chinese Wall
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:38 India eases its border investment wall
11:09 The new economics of India’s defence sector
22:30 Tidbit
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
25 min
March 15 Niels Kaastrup-Larsen: Discipline, Drawdown and Trend Following | In The Money by Zerodha Podcast
Welcome to the In The Money Podcast by Zerodha - where we bring you the sharpest minds from around the world in trading, markets, and active investing.

In this episode, we sit down with Niels Kaastrup-Larsen, one of the most respected voices in systematic and trend-following investing. Known as the host of Top Traders Unplugged, Niels brings decades of experience studying how professional traders think about risk, drawdowns, and long-term survival. In this conversation, we discuss why drawdowns are often misunderstood, how real edges endure long periods of underperformance, and why discipline and robustness matter more than short-term results.

This episode is less about signals and more about mindset, process, and staying in the game when markets test your patience.

You can check out our newsletter here: https://inthemoneybyzerodha.substack.com/
1 hr 17 min
March 13 What is oil, actually?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:26 The many lives of crude oil
10:27 Maruti’s tryst with EVs
20:44 Tidbits
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
22 min
March 12 The Iran war and India's fertilizer problem
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:27 Hormuz crisis & fertilizer prices
11:42 Inside Apple’s India ecosystem
23:29 Tidbits
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
25 min
March 11 Pentagon, Anthropic, and the promise of Military AI
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:27 Anthropic vs the Pentagon
12:24 Why governments keep borrowing
22:48 Tidbits
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
25 min
March 10 Inside India's Largest Highway InvIT IPO
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:27 Inside the ₹6,000 Cr Raajmarg InvIT IPO
11:38 India’s inflation targeting explained
24:06 Tidbits
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
26 min
March 09 What's up with tobacco consumption in India?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:36 The Smoking Paradox
12:57 Who lends to the Indian government?
23:51 Tidbits
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
26 min
March 08 Robert Carver: Robustness, Risk, and Systematic Trading | In The Money by Zerodha Podcast
Welcome to the In The Money Podcast by Zerodha, where we bring you the sharpest minds from around the world in trading, markets, and active investing.
In this episode, we sit down with Rob Carver, systematic futures trader, former hedge fund manager, and one of the most practical voices in quantitative and rules-based investing.
Rob spent years building and managing systematic macro and fixed income strategies at AHL, one of the world’s largest systematic hedge funds, after earlier roles in derivatives trading at Barclays and economic research at CEPR. Today, he trades his own capital, writes extensively on systematic investing, and teaches systematic trading strategies to finance students.
In this wide-ranging conversation, Rob shares how real market understanding develops slowly over time, why trading your own money feels very different from managing institutional capital, and why starting simple is still the best advice for most traders. We dive deep into trend following, mean reversion, risk management, diversification, drawdowns, and the dangers of over-optimizing systems.
We also discuss how the post-GFC world changed trend behavior, how to evaluate strategy performance beyond simple metrics, and Rob’s strong views on AI, LLMs, and automation in trading systems.
You can check out our newsletter here: https://inthemoneybyzerodha.substack.com/
1 hr 29 min
March 06 Why did global trade come to a halt?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:28 When insurance stops trade
11:29 Why banks ignore rate hikes
21:22 Tidbits
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
23 min