Nuggets
BookmarksCollections
Sign inCreate account
About UsTerms of usePrivacy policyDisclaimerCopyright & Takedown PolicyCommunity GuidelinesCookie PolicyContact

© 2026 Nuggets

AllMarketsTechDivesLeadershipGeo
All(3,944)MarketsMarket Pulse(996)TechTech x VC(1,271)DivesDeep-Dives(1,254)Leadership(398)GeoGeopolitics(540)
Global(1,124)India(130)
Global(1,124)India(130)
Global(1,124)India(130)

Filters

0 selected

Content format0/4

Subject domain0/7

Subtopic0/15

Source0/1

Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · India · Curated insights across markets, macros, history, and intelligence | Showing 24 of 130

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · India · Showing 24 of 130

Markets Are in a Neutral Zone. Where Are the Opportunities? | On Record with Anish | Sept 2026 | DSP Mutual Fund

> "When you have good demand growth and you have spare capacity to allow that demand to grow... that's the ideal situation to be in." - **Anish Tawaklay** [[00:02:25](http://www.youtube.com/watch?v=DhQz0W3M49g&t=00m02s)] > "We are sitting on $500 billion plus of foreign exchange reserves and that is what these reserves are for—to deal with external disturbances." - **Anish Tawaklay**…

Sep 7, 2026·India
Markets Are in a Neutral Zone. Where Are the Opportunities? | On Record with Anish | Sept 2026 | DSP Mutual Fund

As India Gets Richer, Healthcare Sector Gets In a Supercycle I PMS AIF WORLD Alpha Summit 2026. | 2 Sept 2026 | PMS AIF WORLD

- > "Healthcare is not equal to pharma, healthcare is equal to wellness—how we treat ourselves, that is healthcare." - **Aditya Khemka** [[00:05:22](http://www.youtube.com/watch?v=UNAu41GxsQY&t=05m22s)] - > "There is only so much you can spend no matter how rich you get; there is no glass ceiling on healthcare, none whatsoever." - **Aditya Khemka** [[00:03:18](http://www.youtube.com/watch?v=UNAu41GxsQY&t=03m18s)] -…

Sep 3, 2026·India
As India Gets Richer, Healthcare Sector Gets In a Supercycle I PMS AIF WORLD Alpha Summit 2026. | 2 Sept 2026 | PMS AIF WORLD

We Asked a CEO How to Build ₹1 Crore. His Answer Shocked Us. | 1 Sept 2026 | Angel One Podcasts

- > "स्टॉक मार्केट इकलौती ऐसी जगह है जिसको समझने के लिए सेक्टर्स हैं, कंपनीज़ हैं, अर्थशास्त्र है, गणित है, साइकोलॉजी है... सीखते-सीखते आप एक लेवल तक परम ज्ञानी बन सकते हैं।" - **Ashish Somaiyaa** [[00:02:13](http://www.youtube.com/watch?v=Vz19A5pvVVc&t=02m13s)] - > "हमारी रिटर्न एक्सपेक्टेशन अगले 10 साल इंडियन स्टॉक मार्केट से क्या रहनी चाहिए... प्लानिंग पे ही करना चाहिए, कोई 18% पे प्लानिंग नहीं करना चाहिए।" -…

Sep 3, 2026·India
We Asked a CEO How to Build ₹1 Crore. His Answer Shocked Us. | 1 Sept 2026 | Angel One Podcasts

How a Startup Beat Legacy Giants in a 100-Year-Old Category | Atomberg's Arindam Paul | 2 Sept 2026 | Waterfield Advisors

- > "brand building happens after you acquire the customer not before" - **Arindam Paul** [[00:00:01](http://www.youtube.com/watch?v=idRBUQotJrs&t=0m1s)] - > "i actually don't think that building in boring industries is a bug i think it's a feature" - **Arindam Paul** [[00:00:39](http://www.youtube.com/watch?v=idRBUQotJrs&t=0m39s)] - > "you should be known because of the brand the brand should not be known because…

Sep 3, 2026·India
How a Startup Beat Legacy Giants in a 100-Year-Old Category | Atomberg's Arindam Paul | 2 Sept 2026 | Waterfield Advisors

Bespoke | Behind the big bet | 2 Sept 2026 | Avendus Group

- > "I started learning about markets by watching the stock cycle... falling by 60 to 90%, but thankfully with pharmaceuticals on my side I had hedged my career and also managed my blood pressure well." - **Nimish Chandan** [[00:01:44](http://www.youtube.com/watch?v=rE8k8G0TRyw&t=00h01m44s)] - > "I decided to come on mutual fund side mainly following Saraswati; thankfully over the years Lakshmi followed." -…

Sep 3, 2026·India
Bespoke | Behind the big bet | 2 Sept 2026 |  Avendus Group

The Legendary Life and Career of Sanjiv Mehta | 29 Aug 2026 | Uncovered with Suketu Shah

> "If you have to win in the marketplace Suketu you have to first win the battle of mind" - **Sanjiv Mehta** [[00:09](http://www.youtube.com/watch?v=b7KUrItEDSk&t=0m9s)] > "Unless you have broken bread with your sales team out in the frontier you will never become a great leader and if you get a chance to work in sales never say no" - **Sanjiv Mehta** [[00:16](http://www.youtube.com/watch?v=b7KUrItEDSk&t=0m16s)]…

Sep 3, 2026·India
The Legendary Life and Career of Sanjiv Mehta | 29 Aug 2026 | Uncovered with Suketu Shah

Is This India’s Golden Age of Investing? | Ft. Rashesh Shah | 29 Aug 2026 | Investing With Upsurge

- > "Next 20 साल जो है वो इंडिया का गोल्डन एज ऑफ़ कंपाउंडिंग रहेगा... जो 2008 की पूरी इकॉनमी थी वो एव्री टू टू इयर्स वी एडिंग दैट्स व्हाई आई कॉल इट अ गोल्डन एज ऑफ़ कंपाउंड" - **Rashesh Shah** [[00:00:16](http://www.youtube.com/watch?v=fu3E6j7XeXs&t=0m16s)] - > "India will be good user of AI rather than the manufacturer of LLM" - **Rashesh Shah** [[00:00:33](http://www.youtube.com/watch?v=fu3E6j7XeXs&t=0m33s)] - >…

Sep 3, 2026·India
Is This India’s Golden Age of Investing? | Ft. Rashesh Shah | 29 Aug 2026 |  Investing With Upsurge

What One of India’s Best-Performing Fund Manager Sees Coming Next | Nilesh Doshi | 31 Aug 2026 | Green Lantern PMS

**1. Executive Briefing (TL;DR)** - **Underperformance & Capital Preservation Strategy:** Green Lantern PMS took a conservative stance, holding up to 50% cash by March 2025 due to elevated valuations and skewed stock-specific risk, resulting in flat/FD-like portfolio returns over a 1–2 year period [[00:03:43](http://www.youtube.com/watch?v=JAvh4MrJ8Pg&t=0h3m43s)]. - **Massive Capital Absorption by Retail:** Since…

Sep 1, 2026·India
What One of India’s Best-Performing Fund Manager Sees Coming Next | Nilesh Doshi | 31 Aug 2026 | Green Lantern PMS

How Ditto built an insurance business with zero spam | Founder Notes EP 2 | 29 Aug 2026 | Rainmatter by Zerodha

> "If insurance companies had been had probably been more consumer focused and focused on the things that truly matter to consumers I don't think Ditto should have existed" - **Shrehith Karkera** [[00:00:06](http://www.youtube.com/watch?v=7QU2expsglI&t=0m6s)] > "Till now also like addicted to two tabs One is slot booking how many leads came second how much sales we did today" - **Pavan Kumar**…

Aug 31, 2026·India
How Ditto built an insurance business with zero spam | Founder Notes EP 2 | 29 Aug 2026 | Rainmatter by Zerodha

The Institutional Formula For Finding High-Growth Multibaggers | 29 Aug 2026 | Thrive by Groww

- > "All great companies are not necessarily great investments but all great investments have to be great companies." - **Rajesh Kothari** [[00:00:00](http://www.youtube.com/watch?v=T3u4o2C5uak&t=00m00s)] - > "On 6th March 2020 I still remember we sold 15% of the portfolio which are consumer-facing companies and we moved that in next 4 days into pharma." - **Rajesh Kothari**…

Aug 31, 2026·India
The Institutional Formula For Finding High-Growth Multibaggers | 29 Aug 2026 | Thrive by Groww

The ₹25 Crore Retirement Reality Every Indian Must Know | Saurabh Mukherjea | 30 Aug 2026 | The Core Report

- > "Nobel laureates have said retirement planning is the hardest subject in finance." - **Saurabh Mukherjea** [[00:04:18](http://www.youtube.com/watch?v=XQYA1OWQjUw&t=00h04m18s)] - > "For affluent Indians cost of living is growing at 9%... every 2% jump in the cost of living doubles the retirement corpus." - **Saurabh Mukherjea** [[00:08:03](http://www.youtube.com/watch?v=XQYA1OWQjUw&t=00h08m03s)] - > "Rather than…

Aug 31, 2026·India
The ₹25 Crore Retirement Reality Every Indian Must Know | Saurabh Mukherjea | 30 Aug 2026 | The Core Report

A small history of Indian energy ft. Rohit Chandra | 27 Aug 2026 | Subtext by Zerodha

> "I am a bit of a contrarian on this, but I think there's a little too much hype around renewable energy given what's actually happening." - **Dr. Rohit Chandra** [[00:00](http://www.youtube.com/watch?v=yCtuvdbj86E&t=0m0s)] > "I interviewed a minister of power once who told me that the most important characteristic of a chairman of a PSU is to manage his external environment." - **Dr. Rohit Chandra**…

Aug 31, 2026·Crude Oil & Energy
A small history of Indian energy ft. Rohit Chandra | 27 Aug 2026 | Subtext by Zerodha

Navigate with HSBC | The Future of Global Wealth Creation for India | 27 Aug 2026 | CNBC-TV18

> "If our aspirations have become global, shouldn't our financial thinking evolve as well?" - **Mukta** [[00:01:03](http://www.youtube.com/watch?v=fmO41N6goQ4&t=01m03s)] > "Diversification... as we all know, is the only free lunch, if you will." - **Prashant Khemka** [[00:11:48](http://www.youtube.com/watch?v=fmO41N6goQ4&t=11m48s)] > "You can't extrapolate... one thing that markets have time and again highlighted…

Aug 27, 2026·India
Navigate with HSBC | The Future of Global Wealth Creation for India | 27 Aug 2026 | CNBC-TV18

How to Plan Your Personal Finance Journey: Anupam Tiwari | Sonia Shenoy Podcast | 26 Aug 2026 | Money Mindset

- > "Common sense is very uncommon." - **Anupam Tiwari** [[00:00:52](http://www.youtube.com/watch?v=NUBY4-kogOg&t=0m52s)] - > "If you don't invest during bad times, you won't get the benefits of the bull market." - **Anupam Tiwari** [[00:00:41](http://www.youtube.com/watch?v=NUBY4-kogOg&t=0m41s)] - > "In the long run, a well-managed small-cap fund will beat large-caps." - **Anupam Tiwari**…

Aug 27, 2026·India
How to Plan Your Personal Finance Journey: Anupam Tiwari | Sonia Shenoy Podcast | 26 Aug 2026 | Money Mindset

Value & Beaten Down Stocks 2026 Stock Portfolio Strategies Feb 2026 | 26 Aug 2026 | quant Mutual

- > "We are completely unconstrained fundhouse. We are slave of data. Data is God." - **Sandeep Tandon** [[00:05:22](http://www.youtube.com/watch?v=GBKC50jdpYg&t=05m22s)] - > "I use the word fragile 2026 not for India context alone I'm talking about global first... 2026 will remember as the PE contraction phase." - **Sandeep Tandon** [[00:19:12](http://www.youtube.com/watch?v=GBKC50jdpYg&t=19m12s)] - > "If you have…

Aug 27, 2026·India
Value & Beaten Down Stocks 2026 Stock Portfolio Strategies Feb 2026 | 26 Aug 2026 | quant Mutual

Fireside Chat on Economics & Policies with Prof. Raghuram Rajan | 25 Aug 2026 | IIMA

- > "I've done this to ask AI to give me a referee report on one of my papers and I'll get a better referee report than 95% of the referee reports I've received." - **Prof. Raghuram Rajan** [[11:34](http://www.youtube.com/watch?v=cAIFFmbsalc&t=11m34s)] - > "Where we still have an advantage is in high-skilled labor of the kind you represent... software programmer, more of it has been commoditized, but there's still…

Aug 27, 2026·India
Fireside Chat on Economics & Policies with Prof. Raghuram Rajan | 25 Aug 2026 | IIMA

Participating in the fireside chat with @NikkeiAsia, Tokyo, Japan | 24 Aug 2026 | Piyush Goyal

**1. Executive Briefing (TL;DR)** - **Top Key Takeaways:** - **India’s Long-Term Growth Trajectory:** Projected transition from a $4 trillion economy to a $30 trillion economy by 2047, driven by demographic tailwinds (average age below 30) and structural reform [[00:01:25](http://www.youtube.com/watch?v=d7qhq0UN5Nc&t=00h01m25s)]. - **Semiconductor Scaling Framework:** Under Semicon 1.0, India attracted $19B in…

Aug 25, 2026·India
Participating in the fireside chat with @NikkeiAsia, Tokyo, Japan | 24 Aug 2026 | Piyush Goyal

Samir Arora on Global Markets, AI Risks, and Building Long Term Wealth | 24 Aug 2026 | FIRSTALK by IDFC FIRST Private

- > "maybe I call it the third most powerful organization in the world first US second China third Google" - **Samir Arora** [[00:00:00](http://www.youtube.com/watch?v=LhUTTtlCHiQ&t=0m0s)] - > "we can't say to the Indian investor that since you have too much money and you don't know what to do please invest outside" - **Samir Arora** [[00:00:06](http://www.youtube.com/watch?v=LhUTTtlCHiQ&t=0m6s)] - > "after this…

Aug 25, 2026·India
Samir Arora on Global Markets, AI Risks, and Building Long Term Wealth | 24 Aug 2026 | FIRSTALK by IDFC FIRST Private

Where Will the Next Alpha Come From? Aashish Sommaiyya on Small Caps, Global Investing, Hot Sectors | 22 Aug 2026 | Wealth By Motilal Oswal

- > "If somebody told us we'll have coalition government and we'll have Trump tariffs West Asia war India Pakistan war feel that we must be 30 40% down by now... [00:00:00](http://www.youtube.com/watch?v=J5hrqSkOls4&t=00m00s)" - **Aashish Somaiyaa** - > "When you do diversification it's a process of optimizing it's not a process of maximizing... [00:00:39](http://www.youtube.com/watch?v=J5hrqSkOls4&t=00m39s)" -…

Aug 23, 2026·India
Where Will the Next Alpha Come From? Aashish Sommaiyya on Small Caps, Global Investing, Hot Sectors | 22 Aug 2026 | Wealth By Motilal Oswal

Can India Ever Create Enough Jobs?| Neelkanth Mishra | 22 Aug 2026 | The Indian Express

- > "When you have a run on the currency you have to give a shock to the market and say that boss look at this we have $100 billion you want to attack it let us attack let's fight now and then people back off" - **Neelkanth Mishra** [[00:17:02](http://www.youtube.com/watch?v=xkhKKUHHukk&t=00h17m02s)] - > "I don't think we'll be able to create all the jobs that we need to... if you want to create jobs for everyone…

Aug 22, 2026·India
Can India Ever Create Enough Jobs?| Neelkanth Mishra | 22 Aug 2026 | The Indian Express

Keki Mistry reveals who will win? How HDFC was built? | 21 Aug 2026 | The BroadView with Nikunj Dalmia

> "We don't care for market share. Market share can never be a parameter to gauge success in a finance company." - **Keki Mistry** [[11:38](https://www.youtube.com/watch?v=LjZjtni-P-g&t=11m38s)] > "Grow at a pace that you set for yourself and everyone will grow, and everyone will grow successfully if you do that." - **Keki Mistry** [[21:20](https://www.youtube.com/watch?v=LjZjtni-P-g&t=21m20s)] > "If someone is…

Aug 21, 2026·India
Keki Mistry reveals who will win? How HDFC was built? | 21 Aug 2026 | The BroadView with Nikunj Dalmia

Why Meesho Walked Away As The Reselling Market Leader | 19 Aug 2026 | Episode 3 | Legendary Pivots | SeedToScale

> "we wanted to work on a problem that we believe can have impact at a very large scale." - Vidit Aatrey [[00:01:20](https://www.youtube.com/watch?v=Ub9a3hX9Ehc&t=1m20s)] > "this shop is already online it's just the shop exist on WhatsApp." - Vidit Aatrey [[00:05:48](https://www.youtube.com/watch?v=Ub9a3hX9Ehc&t=5m48s)] > "so this was like an economy that existed that both Sanju and I had no idea of." - Vidit…

Aug 20, 2026·India
Why Meesho Walked Away As The Reselling Market Leader | 19 Aug 2026 | Episode 3 | Legendary Pivots | SeedToScale

The First Listed Alternative AMC | Sonia Shenoy Podcast | 20 Aug 2026 | Money Mindset

- > "An alternative AMC is an asset management company that manages alternative funds. It's a fund manager like an AMC is, but it manages alternative funds." - **Gopal Jain** [[00:03:20](https://youtu.be/1WSHc-B6bgM?si=rH-onlMj3x_sNPwu&t=0h3m20s)] - > "Alternatives are where mutual funds were 10 years ago approximately speaking." - **Gopal Jain**…

Aug 20, 2026·Alternatives
The First Listed Alternative AMC | Sonia Shenoy Podcast | 20 Aug 2026 | Money Mindset

The CaratLane Story | The capital efficient journey of India's largest consumer exit | 17 Aug 2026 | Brick by Brick: Building Insurgent Brands

- > "I'm not good at it. I come from the world where I have more respect for product people than for marketing people." - **Mithun Sacheti** [[00:02](https://youtu.be/jIJ-3c1pfFY?si=eVFmkrFJsOTlCjnt&t=0m2s)] - > "The problem that we realized that all jewelry stores in India were designed to sell to the mother. They were not designed to sell to the daughter." - **Mithun Sacheti**…

Aug 18, 2026·India
The CaratLane Story | The capital efficient journey of India's largest consumer exit | 17 Aug 2026 | Brick by Brick: Building Insurgent Brands
Source
IndiaMarkets & InvestmentsPodcast

Markets Are in a Neutral Zone. Where Are the Opportunities? | On Record with Anish | Sept 2026 | DSP Mutual Fund

"When you have good demand growth and you have spare capacity to allow that demand to grow... that's the ideal situation to be in." - Anish Tawaklay [00:02:25]

"We are sitting on $500 billion plus of foreign exchange reserves and that is what these reserves are for—to deal with external disturbances." - Anish Tawaklay…

View Full Article
UJ
Sep 7, 2026
Source
IndiaMarkets & InvestmentsPodcast

As India Gets Richer, Healthcare Sector Gets In a Supercycle I PMS AIF WORLD Alpha Summit 2026. | 2 Sept 2026 | PMS AIF WORLD

  • "Healthcare is not equal to pharma, healthcare is equal to wellness—how we treat ourselves, that is healthcare." - Aditya Khemka [00:05:22]

  • "There is only so much you can spend no matter how rich you get; there is no glass ceiling on healthcare, none whatsoever." - Aditya Khemka [00:03:18] -…

Source
IndiaMarkets & InvestmentsPodcast

We Asked a CEO How to Build ₹1 Crore. His Answer Shocked Us. | 1 Sept 2026 | Angel One Podcasts

  • "स्टॉक मार्केट इकलौती ऐसी जगह है जिसको समझने के लिए सेक्टर्स हैं, कंपनीज़ हैं, अर्थशास्त्र है, गणित है, साइकोलॉजी है... सीखते-सीखते आप एक लेवल तक परम ज्ञानी बन सकते हैं।" - Ashish Somaiyaa [00:02:13]

  • "हमारी रिटर्न एक्सपेक्टेशन अगले 10 साल इंडियन स्टॉक मार्केट से क्या रहनी चाहिए... प्लानिंग पे ही करना चाहिए, कोई 18% पे प्लानिंग नहीं करना चाहिए।" -…

Source
IndiaMarkets & InvestmentsPE/VC
+11 more tag
Podcast
Source
IndiaMarkets & InvestmentsPodcast

Bespoke | Behind the big bet | 2 Sept 2026 | Avendus Group

  • "I started learning about markets by watching the stock cycle... falling by 60 to 90%, but thankfully with pharmaceuticals on my side I had hedged my career and also managed my blood pressure well." - Nimish Chandan [00:01:44]

  • "I decided to come on mutual fund side mainly following Saraswati; thankfully over the years Lakshmi followed." -…

Source
IndiaLeaders, Investors & EntrepreneursPodcast

The Legendary Life and Career of Sanjiv Mehta | 29 Aug 2026 | Uncovered with Suketu Shah

"If you have to win in the marketplace Suketu you have to first win the battle of mind" - Sanjiv Mehta [00:09]

"Unless you have broken bread with your sales team out in the frontier you will never become a great leader and if you get a chance to work in sales never say no" - Sanjiv Mehta [00:16]…

Source
IndiaMarkets & InvestmentsPodcast

Is This India’s Golden Age of Investing? | Ft. Rashesh Shah | 29 Aug 2026 | Investing With Upsurge

  • "Next 20 साल जो है वो इंडिया का गोल्डन एज ऑफ़ कंपाउंडिंग रहेगा... जो 2008 की पूरी इकॉनमी थी वो एव्री टू टू इयर्स वी एडिंग दैट्स व्हाई आई कॉल इट अ गोल्डन एज ऑफ़ कंपाउंड" - Rashesh Shah [00:00:16]

  • "India will be good user of AI rather than the manufacturer of LLM" - Rashesh Shah [00:00:33]

  • …

Source
IndiaMacro / EconomicsMarkets & Investments
+11 more tag
Source
IndiaPE/VCPodcast
+11 more tag
Technology
Source
IndiaMarkets & InvestmentsPodcast

The Institutional Formula For Finding High-Growth Multibaggers | 29 Aug 2026 | Thrive by Groww

  • "All great companies are not necessarily great investments but all great investments have to be great companies." - Rajesh Kothari [00:00:00]

  • "On 6th March 2020 I still remember we sold 15% of the portfolio which are consumer-facing companies and we moved that in next 4 days into pharma." - Rajesh Kothari…

Source
IndiaMacro / EconomicsOutlook / Update

The ₹25 Crore Retirement Reality Every Indian Must Know | Saurabh Mukherjea | 30 Aug 2026 | The Core Report

  • "Nobel laureates have said retirement planning is the hardest subject in finance." - Saurabh Mukherjea [00:04:18]

  • "For affluent Indians cost of living is growing at 9%... every 2% jump in the cost of living doubles the retirement corpus." - Saurabh Mukherjea [00:08:03]

  • "Rather than…

Source
Crude Oil & EnergyIndiaMacro / Economics
+11 more tag
Podcast
Source
IndiaMarkets & InvestmentsPodcast

Navigate with HSBC | The Future of Global Wealth Creation for India | 27 Aug 2026 | CNBC-TV18

"If our aspirations have become global, shouldn't our financial thinking evolve as well?" - Mukta [00:01:03]

"Diversification... as we all know, is the only free lunch, if you will." - Prashant Khemka [00:11:48]

"You can't extrapolate... one thing that markets have time and again highlighted…

Source
IndiaMarkets & InvestmentsPodcast

How to Plan Your Personal Finance Journey: Anupam Tiwari | Sonia Shenoy Podcast | 26 Aug 2026 | Money Mindset

  • "Common sense is very uncommon." - Anupam Tiwari [00:00:52]

  • "If you don't invest during bad times, you won't get the benefits of the bull market." - Anupam Tiwari [00:00:41]

  • "In the long run, a well-managed small-cap fund will beat large-caps." - Anupam Tiwari…

Source
IndiaMarkets & InvestmentsPodcast

Value & Beaten Down Stocks 2026 Stock Portfolio Strategies Feb 2026 | 26 Aug 2026 | quant Mutual

  • "We are completely unconstrained fundhouse. We are slave of data. Data is God." - Sandeep Tandon [00:05:22]

  • "I use the word fragile 2026 not for India context alone I'm talking about global first... 2026 will remember as the PE contraction phase." - Sandeep Tandon [00:19:12]

  • "If you have…

Source
IndiaMacro / EconomicsPodcast

Fireside Chat on Economics & Policies with Prof. Raghuram Rajan | 25 Aug 2026 | IIMA

  • "I've done this to ask AI to give me a referee report on one of my papers and I'll get a better referee report than 95% of the referee reports I've received." - Prof. Raghuram Rajan [11:34]

  • "Where we still have an advantage is in high-skilled labor of the kind you represent... software programmer, more of it has been commoditized, but there's still…

Source
IndiaJapanMacro / Economics
+11 more tag
Podcast
Source
IndiaMarkets & InvestmentsPodcast

Samir Arora on Global Markets, AI Risks, and Building Long Term Wealth | 24 Aug 2026 | FIRSTALK by IDFC FIRST Private

  • "maybe I call it the third most powerful organization in the world first US second China third Google" - Samir Arora [00:00:00]

  • "we can't say to the Indian investor that since you have too much money and you don't know what to do please invest outside" - Samir Arora [00:00:06]

  • "after this…

Source
IndiaMacro / EconomicsMarkets & Investments
+11 more tag
Source
IndiaMacro / EconomicsPodcast

Can India Ever Create Enough Jobs?| Neelkanth Mishra | 22 Aug 2026 | The Indian Express

  • "When you have a run on the currency you have to give a shock to the market and say that boss look at this we have $100 billion you want to attack it let us attack let's fight now and then people back off" - Neelkanth Mishra [00:17:02]

  • "I don't think we'll be able to create all the jobs that we need to... if you want to create jobs for everyone…

Source
IndiaMarkets & InvestmentsPodcast

Keki Mistry reveals who will win? How HDFC was built? | 21 Aug 2026 | The BroadView with Nikunj Dalmia

"We don't care for market share. Market share can never be a parameter to gauge success in a finance company." - Keki Mistry [11:38]

"Grow at a pace that you set for yourself and everyone will grow, and everyone will grow successfully if you do that." - Keki Mistry [21:20]

"If someone is…

Source
IndiaPE/VCPodcast
+11 more tag
Technology
Source
AlternativesIndiaMarkets & Investments
+11 more tag
Podcast
Source
IndiaMarkets & InvestmentsPE/VC
+11 more tag
View Full Article
UJ
Sep 3, 2026
View Full Article
UJ
Sep 3, 2026

How a Startup Beat Legacy Giants in a 100-Year-Old Category | Atomberg's Arindam Paul | 2 Sept 2026 | Waterfield Advisors

  • "brand building happens after you acquire the customer not before" - Arindam Paul [00:00:01]

  • "i actually don't think that building in boring industries is a bug i think it's a feature" - Arindam Paul [00:00:39]

  • "you should be known because of the brand the brand should not be known because…

View Full Article
UJ
Sep 3, 2026
View Full Article
UJ
Sep 3, 2026
View Full Article
UJ
Sep 3, 2026
View Full Article
UJ
Sep 3, 2026
Podcast

What One of India’s Best-Performing Fund Manager Sees Coming Next | Nilesh Doshi | 31 Aug 2026 | Green Lantern PMS

1. Executive Briefing (TL;DR)

  • Underperformance & Capital Preservation Strategy: Green Lantern PMS took a conservative stance, holding up to 50% cash by March 2025 due to elevated valuations and skewed stock-specific risk, resulting in flat/FD-like portfolio returns over a 1–2 year period [00:03:43].
  • Massive Capital Absorption by Retail: Since…
View Full Article
UJ
Sep 1, 2026

How Ditto built an insurance business with zero spam | Founder Notes EP 2 | 29 Aug 2026 | Rainmatter by Zerodha

"If insurance companies had been had probably been more consumer focused and focused on the things that truly matter to consumers I don't think Ditto should have existed" - Shrehith Karkera [00:00:06]

"Till now also like addicted to two tabs One is slot booking how many leads came second how much sales we did today" - Pavan Kumar…

View Full Article
UJ
Aug 31, 2026
View Full Article
UJ
Aug 31, 2026
View Full Article
UJ
Aug 31, 2026

A small history of Indian energy ft. Rohit Chandra | 27 Aug 2026 | Subtext by Zerodha

"I am a bit of a contrarian on this, but I think there's a little too much hype around renewable energy given what's actually happening." - Dr. Rohit Chandra [00:00]

"I interviewed a minister of power once who told me that the most important characteristic of a chairman of a PSU is to manage his external environment." - Dr. Rohit Chandra…

View Full Article
UJ
Aug 31, 2026
View Full Article
UJ
Aug 27, 2026
View Full Article
UJ
Aug 27, 2026
View Full Article
UJ
Aug 27, 2026
View Full Article
UJ
Aug 27, 2026

Participating in the fireside chat with @NikkeiAsia, Tokyo, Japan | 24 Aug 2026 | Piyush Goyal

1. Executive Briefing (TL;DR)

  • Top Key Takeaways:
  • India’s Long-Term Growth Trajectory: Projected transition from a $4 trillion economy to a $30 trillion economy by 2047, driven by demographic tailwinds (average age below 30) and structural reform [00:01:25].
  • Semiconductor Scaling Framework: Under Semicon 1.0, India attracted $19B in…
View Full Article
UJ
Aug 25, 2026
View Full Article
UJ
Aug 25, 2026
Podcast

Where Will the Next Alpha Come From? Aashish Sommaiyya on Small Caps, Global Investing, Hot Sectors | 22 Aug 2026 | Wealth By Motilal Oswal

  • "If somebody told us we'll have coalition government and we'll have Trump tariffs West Asia war India Pakistan war feel that we must be 30 40% down by now... 00:00:00" - Aashish Somaiyaa

  • "When you do diversification it's a process of optimizing it's not a process of maximizing... 00:00:39" -…

View Full Article
UJ
Aug 23, 2026
View Full Article
UJ
Aug 22, 2026
View Full Article
UJ
Aug 21, 2026

Why Meesho Walked Away As The Reselling Market Leader | 19 Aug 2026 | Episode 3 | Legendary Pivots | SeedToScale

"we wanted to work on a problem that we believe can have impact at a very large scale." - Vidit Aatrey [00:01:20]

"this shop is already online it's just the shop exist on WhatsApp." - Vidit Aatrey [00:05:48]

"so this was like an economy that existed that both Sanju and I had no idea of." - Vidit…

View Full Article
UJ
Aug 20, 2026

The First Listed Alternative AMC | Sonia Shenoy Podcast | 20 Aug 2026 | Money Mindset

  • "An alternative AMC is an asset management company that manages alternative funds. It's a fund manager like an AMC is, but it manages alternative funds." - Gopal Jain [00:03:20]

  • "Alternatives are where mutual funds were 10 years ago approximately speaking." - Gopal Jain…

View Full Article
UJ
Aug 20, 2026
Podcast

The CaratLane Story | The capital efficient journey of India's largest consumer exit | 17 Aug 2026 | Brick by Brick: Building Insurgent Brands

  • "I'm not good at it. I come from the world where I have more respect for product people than for marketing people." - Mithun Sacheti [00:02]

  • "The problem that we realized that all jewelry stores in India were designed to sell to the mother. They were not designed to sell to the daughter." - Mithun Sacheti…

View Full Article
UJ
Aug 18, 2026