The Daily Brief
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  • Typical duration

    22 min

    per episode

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The Daily Brief episodes

  • India makes its first moves in the global chip market

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:29    Unravelling India’s chip play
    12:29    Money printing limits
    22:05    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.

    24 min
  • The chip wars get wilder, twistier, and more intense

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:29    The rising heat in Chip wars
    13:37    India's Data Center Gold Rush
    23:48    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
  • The new H1B rules take a hit at Indian IT

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:28    Indian IT’s Visa Challenge
    11:15    France’s Debt Spiral
    25:00    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
  • India's deadlock on pricing internet from satellites

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:29    India’s Satellite Spectrum Deadlock
    12:28    India’s Energy Transition Shortcut
    21:36    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
  • The puzzle of why rural India is consuming more

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:28    The rural spending puzzle
    07:57    What’s new in AI?
    19:59    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
  • Another Indian steelmaker wants a big piece of Europe

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:31    Jindal Steel’s big European bet
    10:26    China’s Hyper-Competition Trap
    23:01    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
  • The Supreme Court wants to fix India’s real estate

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:30    Supreme Court’s Push for Homebuyers
    10:12    Hydrogen Hype vs Harsh Reality
    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
  • The oil markets are in a weird place right now

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:28    Oil’s Strange Moment
    08:08    Trade and Currency Wars
    17:14    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.

    19 min
  • Indian banks want a shot at funding business takeovers

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:30    How India Finances Takeovers
    11:12    The Future of World Trade
    21:34    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
  • The part of the electronics puzzle no one's talking about

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04    Intro
    00:31    The PCB supply battle
    13:41    Power of Industrial Gases
    21:13    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

About The Daily Brief

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A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

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