Zerodha|25 - The power dynamics behind the world’s green transition
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.
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Published17 Sep 2026
Duration1:08:34
Episodes
25-
The power dynamics behind the world’s green transition
Listened
17 Sep 2026
24-
Arvind Chari on why India Is just 1.6% of the world's portfolios
Listened
10 Sep 2026
23-
Mudit Narain on why India throws away free solar power
Listened
Sat, 5 Sep 2026 04:30:00 +0000
22-
Rohit Chandra’s short history of Indian energy
Listened
27 Aug 2026
21-
Rajashree Murukute on India's Municipal Bond Market
Listened
20 Aug 2026
20-
Arpit Tandon on the road ahead for Indian IT
Listened
13 Aug 2026
19-
Mausam Kumar on the state of India’s industrial policy
Listened
Wed, 5 Aug 2026 12:40:19 +0000
18-
Sagar Lele on how to read company results like an analyst
Listened
29 Jul 2026
17-
Amit Tripathi on monetary policy and Indian banks
Listened
23 Jul 2026
16-
Suyash Singh on finding spaces in the space business
Listened
20 Jul 2026
15-
Tamal Bandyopadhyay on microfinance industry cycle
Listened
Wed, 8 Jul 2026 11:46:51 +0000
14-
Brad Setser on the dollar and the world's trade imbalance
Listened
22 Jun 2026
13-
Zohra Khan on the Indian EV infra industry
Listened
17 Jun 2026
12-
Amit Kumar Gupta on copper supercycle
Listened
Tue, 9 Jun 2026 07:11:36 +0000
11-
Decoding Bain's India Venture Capital report
Listened
Thu, 4 Jun 2026 12:47:55 +0000
10-
Ajay Srivastava on India's place in the chaos of world trade
Listened
27 May 2026
9-
Rosa & Tamoghana on India's Youth Employment Crisis
Listened
19 May 2026
8-
Kyle Chan on China's industrial dynamics
Listened
Fri, 8 May 2026 12:42:22 +0000
7-
Pranay Kotasthane on Navigating the New Uncertain World
Listened
Mon, 4 May 2026 11:30:00 +0000
6-
Dr. Aradhna Aggarwal on SEZs, their role in economic development, and India's growth ambitions
Listened
30 Apr 2026
5-
Ameya P on how Indian IT can flip the AI script
Listened
22 Apr 2026
4-
What Phillip Capital learned running a fund in GIFT City?
Listened
15 Apr 2026
3-
Deepak Shenoy on what's happening with the rupee
Listened
13 Apr 2026
2-
Rory Johnston (oil expert) on what's happening in the oil markets