The Daily Brief

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   India’s nuclear breakthrough

11:30   US vs China: The imbalance story

23:13   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.

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

00:04   Intro

00:37   The trade breaking the rupee

10:52   India builds castles of glass

20:32   Tidbits

A month-long closure of the Strait of Hormuz, a critical route for ~20% of global oil, has severely disrupted supply, triggering fuel shortages and panic across Asia, with India already facing an LPG crunch. While a ceasefire offers relief, the deeper issue is systemic dependence on a single chokepoint. To unpack this, we spoke with Rory Johnston, an oil market expert known for his typically bearish, adaptive view. Despite past shocks, he sees this disruption as fundamentally different and far more concerning.

You can watch this episode on YouTube, or listen to it on Spotify or Apple Podcasts, or read the transcript on Substack.

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.

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   Why India lags in drug innovation

11:33   What plastic really is?

22:56   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.

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

00:04   Intro

01:20   Global energy shift gets complicated

12:57   Inside India’s gold pricing maze

23:32   Tidbits

We’ve started a new project—Subtext by Zerodha. Our work at The Daily Brief and across Markets doesn’t often involve speaking directly to the experts and scholars we refer to, and Subtext is our way of engaging with them more closely. It will feature conversations with entrepreneurs, policymakers, academics, and industry experts. Our first episode is with Manoj Kewalramani, , a China Studies Research Fellow at the Takshashila Institution.—a scintillating, myth-busting chat with someone who has lived in China, studied it deeply, and speaks the language.

You can watch this episode on YouTube, or listen to it on Spotify or Apple Podcasts, or read the transcript on Substack.

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.

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   What's the point of a Whoop?

11:22   Fixing systems, not just policies

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.