Arpit Tandon on the road ahead for Indian IT

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1. 

   E23 · 5 Sep 2026 · 1 hr 37 min

   Mudit Narain on why India throws away free solar power

   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.

2. 

   E22 · 27 Aug 2026 · 1 hr 52 min

   Rohit Chandra’s short history of Indian energy

   In this episode, Pranav sits down with Dr. Rohit Chandra, Assistant Professor at IIT Delhi, to understand the political economy and history shaping India’s past, present, and future energy sectors.

3. 

   E21 · 20 Aug 2026 · 51 min

   Rajashree Murukute on India's Municipal Bond Market

   In this episode, Kashish sits down with Rajashree Murukute, Senior Director at CARE Ratings, to understand why India’s municipal bond market hasn't taken off and what it will take to mature.

4. 

   E19 · 5 Aug 2026 · 1 hr 38 min

   Mausam Kumar on the state of India’s industrial policy

   In this episode, Pranav Manie sits down with Mausam Kumar, post-doctoral researcher at Princeton, former industrial policy fellow at Harvard Kennedy School, and PhD from IIT Bombay to unpack how India’s industrial policy really works, what the role of individual states is in the process, who drives the finance it needs, and how it interacts with external factors like China.

5. 

   E18 · 29 Jul 2026 · 1 hr 30 min

   Sagar Lele on how to read company results like an analyst

   In this episode of Subtext, host Kashish sits down with Sagar Lele, Executive Director at Paterson Securities, to break down one of the most intimidating yet essential skills in finance: decoding quarterly earnings. From navigating investor presentations and spotting structural shifts to building mental frameworks that separate signal from noise, this conversation strips away the jargon and explains, from an insider's perspective, how to truly read the pulse of corporate India.

6. 

   E17 · 23 Jul 2026 · 53 min

   Amit Tripathi on monetary policy and Indian banks

   In this episode of Subtext, host Kashish sits down with Amit, CIO of Fixed Income at Nippon India to break down one of the most misunderstood concepts in Indian finance: monetary policy transmission. From repo rates and CASA ratios to liquidity dynamics, FCNR deposits, and the future of securitization in Indian banking, this conversation strips away the jargon and explains, from first principles, how money moves through the Indian economy.

7. 

   E27 · 8 Oct 2026 · 1 hr 32 min

   Rakesh Basant on how does innovation work in India

   In this episode, Pranav sits down with Rakesh Basant, Professor of Economics at IIM Ahmedabad, to understand how innovation actually works in India and what it takes to build a thriving ecosystem from the ground up.

8. 

   E26 · 2 Oct 2026 · 1 hr 40 min

   Sidu Ponnappa on the AI-native firm

   In this episode, Pranav and Bhuvan sit down with Sidu Ponnappa, co-founder of realfast and former engineering head at Gojek, to understand how AI agents are fundamentally rewiring organizations and the IT services industry.

9. 

   E25 · 17 Sep 2026 · 1 hr 9 min

   The power dynamics behind the world’s green transition

   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.

10. 

    E24 · 10 Sep 2026 · 1 hr 13 min

    Arvind Chari on why India Is just 1.6% of the world's portfolios

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