Oct 29, 20261h 13m
We cover: - How nuclear fission actually works, why our risk perception of nuclear power is flawed, the complexities of fuel reprocessing, and the economic promise of Small Modular Reactors (SMRs). - It also covers...
About this Podcast:
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, economists tracking India’s macro story, regulators shaping capital markets, founders building financial infrastructure, and VCs backing these companies.
Pitch Analysis
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Contact path
Verified email
Booking probability
31%
Guest openness
Selective
80/100
Required Score
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What is Subtext by Zerodha about?
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.
What has Subtext by Zerodha covered recently?
Recent episodes include "The state of nuclear energy in India ft. Karthik Ganesan" (29 October 2026, 73 minutes), "The true cost of a government job exam in India. Ft. Kunal Mangal" (17 October 2026, 62 minutes), and "Sidu Ponnappa on the AI-native firm" (2 October 2026, 100 minutes).
How often does Subtext by Zerodha publish?
Subtext by Zerodha publishes roughly weekly, with episodes averaging 71 minutes.
How hard is it to get booked on Subtext by Zerodha?
Booking probability for Subtext by Zerodha is 31%, and the host is rated Selective on guests. Subtext by Zerodha requires a Pod Score of 80 or higher. Subtext by Zerodha's contact route on record: verified email.
Who should pitch Subtext by Zerodha?
The strongest fits for Subtext by Zerodha are Investment Banking & Trading and Investing & Wealth Management. Subtext by Zerodha has a business audience.
About the host
Subtext by Zerodha is a business podcast.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 17, 20261h 2m
Why do millions of young Indians spend years preparing for government exams, even when private-sector jobs may pay significantly more? And what does this tell us about the economics of government jobs in India? Kunal...
Episode #26
Sidu Ponnappa on the AI-native firm
Oct 2, 20261h 40mWe cover: - Why an AI agent is an extension of your subconscious rather than a junior employee, why enterprise AI pilots fail due to terrible UX, and why the "good-enough" middle of India's IT sector is vanishing. - It...
- Sep 17, 20261h 9m
We cover: - Why every wealthy nation protected its industries to develop, the reality behind technology transfer in clean-energy joint ventures, and why a "just transition" in India’s coal belt is about securing entire...
- Sep 10, 20261h 13m
Arvind Chari, Chief Investment Strategist at Quantum Advisors, joins Bhuvan to unpack why India has swung from being "TINA" (there is no alternative) to being called "anti-India" by global investors. They dig into why...
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- Sep 5, 20261h 37m
We cover: - Why solar power gets curtailed despite its abundance, the evolution of the duck curve, the true cost of cross-subsidizing residential power, and how behind-the-meter storage is re-architecting the grid. - It...
- Aug 27, 20261h 52m
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...
- Aug 20, 202651 min
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...
Episode #20
Arpit Tandon on the road ahead for Indian IT
Aug 13, 20261h 8mWe 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...
- Aug 5, 20261h 38m
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...
- Jul 29, 20261h 30m
We cover: -Sell side vs. buy side: how each looks at quarterly results differently -Should long-term investors even care about quarterly results? -How to spot when management isn't telling the full truth — using numbers...
- Jul 23, 202653 minS0
<p>We cover:</p> <p>-What is the repo rate and why can't banks just borrow from RBI forever?</p> <p>-Why banks' cost of funds has become delinked from the policy rate</p> <p>-How liquidity (not just the repo rate)...
- Jul 23, 202653 min
We cover: -What is the repo rate and why can't banks just borrow from RBI forever? -Why banks' cost of funds has become delinked from the policy rate -How liquidity (not just the repo rate) drives real interest rates...
- Jul 20, 20261h 13mS0
<p>We cover:</p> <p>- Why 70% of earth is always covered by clouds — and why that breaks most satellite imagery businesses</p> <p>- What synthetic aperture radar (SAR) is, and how it lets you see through clouds, fog...
- Jul 20, 20261h 13m
We cover: - Why 70% of earth is always covered by clouds — and why that breaks most satellite imagery businesses - What synthetic aperture radar (SAR) is, and how it lets you see through clouds, fog, and even forests...
- Jul 8, 202642 min
We discuss how RBI's 2022 interest rate deregulation gave lenders a freedom they arguably misused, why borrowers ended up with 14 loans simultaneously, how the JLG model is collapsing in the digital age, and what...
- Jul 8, 202642 minS0
<p>We discuss how RBI's 2022 interest rate deregulation gave lenders a freedom they arguably misused, why borrowers ended up with 14 loans simultaneously, how the JLG model is collapsing in the digital age, and what...
- Jun 22, 20261 hourS0
<p>Brad W. Setser, Senior Fellow at the Council on Foreign Relations and one of the most respected voices on global capital flows, joins us for a wide-ranging conversation on what is driving the dollar today, why...
- Jun 22, 20261 hour
Brad W. Setser, Senior Fellow at the Council on Foreign Relations and one of the most respected voices on global capital flows, joins us for a wide-ranging conversation on what is driving the dollar today, why China's...
Episode #13
Zohra Khan on the Indian EV infra industry
Jun 17, 20261h 8mS0<p>In this episode of Subtext, we sit down with Zohra Khan, CEO & Founder of IPEC India - a power electronics company building EV chargers for the Indian market.</p> <p>We cover:</p> How EV chargers actually work and...
Recent guests
Recent guests on Subtext by Zerodha. Study who booked and why before you pitch.
K
Kyle Chan
postdoctoral researcher at Princeton University, adjunct researcher at the RAND Corporation, author of High Capacity, John L. Thornton China Center at Brookings
D
Deepak Shenoy
Founder and CEO, Capitalmind Mutual Fund
R
Rory Johnston
founder of the Commodity Context newsletter, Commodity Market Research
M
Manoj Kewalramani
Chairperson of the Indo-Pacific Studies Programme, China Studies Fellow, Indo-Pacific Studies Programme
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