Episode 3 · Subtext by Zerodha
Deepak Shenoy on what's happening with the rupee
13 Apr 2026 · 36 min
Episode 3 · Subtext by Zerodha
13 Apr 2026 · 36 min
by Zerodha · English · Tech & Science
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:…
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E1 · 7 Apr 2026 · 1 hr 9 min
Most commentary on China operates at a surface level. Xi Jinping is authoritarian, the economy is state-directed, and the Communist Party controls everything. That's all true, but it doesn't actually help you understand why specific things happen the way they do. Manoj Kewalramani is one of the few Indian analysts who can go deeper than that. He's a China Studies research fellow at the Takshashila Institution, speaks Mandarin, and spent years living in China. In this conversation, we try to understand the country as it actually is, not as the headlines describe it. We get into some genuinely…
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E25 · 17 Sep 2026 · 1 hr 9 min
In this episode, Pranav sits down with Avantika Goswami and Trishant Dev from the Centre for Science and Environment to discuss why industrializing and decarbonizing simultaneously is the hardest problem the developing world has ever been asked to solve.
E24 · 10 Sep 2026 · 1 hr 13 min
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In this episode, Kashish and Vishvesh sit down with Mudit Narain, co-founder of Voltseal, to understand the mechanics of India's electricity grid and how batteries are solving the intermittency of renewable energy.