Podcast Episodes
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Can glass bottles fill the gap left by aluminium cans?
In today’s episode on 8th Sept, we explain why aluminium prices rose, how it triggered a can shortage, and whether bottles could help save the day fo…
1 month, 3 weeks ago
What went wrong with Sugar Cosmetics?
In today's episode on 7th Sept, we explain what Sugar Cosmetics’ 80% valuation drop reveals about the economics of India's D2C beauty market.
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1 month, 3 weeks ago
Tribhovandas Bhimji Zaveri is now GRT's jewel
In today’s episode on 4th Sept, we break down GRT Jewellers’ acquisition of Tribhovandas Bhimji Zaveri.
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1 month, 3 weeks ago
Has Japan finally escaped the Lost Decades
In today's episode on 3th Sept, we tell a tale of two metrics: why a weakening currency and rising bond yields mark a significant break for the Japan…
1 month, 3 weeks ago
The Subhash Chandra saga explained
In today’s episode on 1st September, we explain how the Essel Group’s financial crisis unfolded and why the insolvency case involving its promoter ha…
1 month, 4 weeks ago
The economics of India's never ending onion price problem
In today’s episode on 31st August, we try to make sense of why India keeps struggling with rising onion prices.
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1 month, 4 weeks ago
Should you raise a toast to Varun Beverages?
In today's episode on 29th August 2026, we explain why Varun Beverages is preparing to enter the alcoholic beverage market and whether its distributi…
2 months ago
Is Hindustan Copper's "Green Shoe" really a Green Shoe?
In today’s episode on 27th August 2026, we simply explain what a green shoe option really is.
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2 months ago
Why capital is moving from bits to atoms
In today's episode on 26th August, we take a look at how AI and advanced robotics are changing the economics of global manufacturing with dark factor…
2 months ago
Is Anthropic overvalued?
Anthropic could go public as early as the end of this month or next. So, in today’s episode on 25th August 2026, we thought we’d give you a pre-IPO s…
2 months ago