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The Daily Brief

Latest episodes

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Jul 24, 2024 • 33min

The Daily Brief Special: What the hell is in the budget for all of us?

FM read a 62-page document in 80 minutes as the budget speech. But does all that complicated stuff really matter to you? Probably, not. There were some good news and some bad ones about taxation that impacted you and me. And we tried to simplify that for you. Listen in to this conversation with Vishvajit Sonagara, founder and CEO of Quicko, and Dinesh Pai, Head and Chief Strategist at Rainmatter as we try to decode the important stuff for you.
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Jul 24, 2024 • 10min

How did the budget make you feel?

In today’s episode, we look at 3 big stories: - Did the budget disappoint you? - Microfinance—a problem in the making? - Byjus is out of juice 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/
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Jul 23, 2024 • 15min

Will the budget fill your pocket or break your heart?

In today’s episode, we look at 4 big stories: - Reliance is feeling the blues - Slow and steady for HDFC - Will the budget fill your pocket or break your heart? - Will Amazon hit on Swiggy? 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/
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Jul 22, 2024 • 15min

This is how the world ends

The podcast discusses a massive tech breakdown affecting companies, government's new PSU plan, RBI's latest Indian economy report, Netflix's performance in India, Infosys's earnings insights, and Paytm's quarterly result amid regulatory crackdown.
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Jul 20, 2024 • 17min

Best of the week: IPO craziness, the Indian borrowing binge, a new risky asset class, and more.

Exploring Indian fund managers' value investing, SEBI's risky asset class proposal, global economy insights, Zomato's funding needs, gig workers' employment status, SME IPO frenzy, and RBI's intervention in credit growth.
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Jul 19, 2024 • 16min

Mega Indian crypto hack

In today’s episode, we look at 5 big stories. - SEBI proposes a new asset class for people who want to take risk - Another mega crypto hack - The global economy is a little good, a little bad - Will the bull market continue? - Results roundup 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/
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Jul 18, 2024 • 14min

Zomato wants more money!

In today’s episode, we look at 1 interesting tidbit about Indian fund managers and 5 big stories. Are Indian Mutual Fund Managers Value Investors? Zomato Wants More Money! Are Gig Workers- Employees or on Contract? Apple's Sales Growth in India India's Credit Growth Is India's Economy Fit? 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/
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Jul 16, 2024 • 14min

Is Jio ready to be a grown-up?

In today’s episode, we look at 4 big stories: 1) Why are potatoes getting expensive? 2) Ambani wedding, Jio divorce 3) SME IPO frenzy 4) Is the economic treadmill too fast for China? 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/
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Jul 15, 2024 • 9min

Is microfinance a bubble?

In today’s episode, we look at 3 big stories: 1) Inflation in India and the US is a tale of two cities 2) Is there a microfinance bubble brewing? 3) TCS’s results and what it means for the Indian IT sector. 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/
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Jul 13, 2024 • 12min

Thematic madness, China's stupidity, real estate boom and more.

Topics discussed in this podcast include madness in thematic and sectoral mutual funds, RBI's new guidelines on interest payments, Uttar Pradesh making hybrid cars more attractive, China's ban on short-selling, and the real estate boom after a decade of underperformance.

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