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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Cyrus Says

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Broadcasting through the week with a rotating panel of guests, Cyrus Says is the definitive show on life in urban India, politics, sports, civic sense, traffic, kids, food, and everything that matters. Mostly.
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Firms are the means of economic progress. India's micro, small and medium enterprises have been hobbled for decades, and flounder even today. Sudhir Sarnobat and Narendra Shenoy join Amit Varma in episode 419 of The Seen and the Unseen to discuss this landscape -- and Sudhir's brilliant new venture that aims to tackle this. (FOR FULL LINKED SHOW NO…
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Firms are the means of economic progress. India's micro, small and medium enterprises have been hobbled for decades, and flounder even today. Sudhir Sarnobat and Narendra Shenoy join Amit Varma in episode 419 of The Seen and the Unseen to discuss this landscape -- and Sudhir's brilliant new venture that aims to tackle this. (FOR FULL LINKED SHOW NO…
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In today’s Tech3 from Moneycontrol, Flipkart to exit Aditya Birla Fashion, Sam Altman says AI is ready to crack your hardest business problems, and BHIM stages a quiet comeback with a major revamp. Also, CoinSwitch eyes crypto revival despite regulatory hurdles, and Gukesh’s sensational win over Magnus Carlsen has Norway Chess exploring an India ex…
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In this wide-ranging chat, Shray plays devil’s advocate while Deepak unpacks why conflict often jump-starts economies, how India’s defence binge could spill over into everything from lithium mining to 10-minute groceries, and why a 70-hour work-week isn’t the villain Twitter thinks it is. Returns—not patriotism—ultimately determine whether CapEx en…
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In this wide-ranging chat, Shray plays devil’s advocate while Deepak unpacks why conflict often jump-starts economies, how India’s defence binge could spill over into everything from lithium mining to 10-minute groceries, and why a 70-hour work-week isn’t the villain Twitter thinks it is. Returns—not patriotism—ultimately determine whether CapEx en…
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India has witnessed a surge in Covid infections over the last week, with over 6,000 people infected and 32 deaths. Though over 90 percent of the population is vaccinated with a second dose, are we still susceptible to Covid? Does lower precautionary dose coverage open India to more trouble and is Covid going to be a regular phenomenon in our lives?…
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In this podcast, Kushal speaks with Barkha Dutt about the coverage of Operation Sindoor in Western media.Follow Barkha:X: @BDUTTYouTube: https://www.youtube.com/@mojostory#operationsindoor #induswatertreaty #pahalgam #islamism #pakistan #terrorism #kashmir------------------------------------------------------------Listen to the podcasts on:SoundClo…
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First, we talk to The Indian Express’ Sukrita Baruah about a series of detentions in Assam, where Bengali-origin Muslims declared foreigners have allegedly been pushed across the border into Bangladesh. Next, we speak to The Indian Express’ Pratip Acharya about Mumbai’s plan to clear over 270 acres of the Deonar landfill, one of India’s oldest and …
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India's defence ecosystem needs a refined approach to fighting the next generation of battle, and that needs a vision for developing next-gen jet engines. In this episode of All Things Policy, Avinash Shet and Anushka Saxena discuss India's fighter jet engine ecosystem and the challenges facing the LCA Tejas and Kaveri engine programmes. Avinash al…
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We decode how India’s economy is defying the odds, going strong despite headwinds. And also take a look at a spurt in trading using algorithms facilitated by modern digital platforms. And then unveil Biocon’s desire to be a dominant force in the fight against diabetes and obesity. Finally, we share insights on how India’s poised to be a global AI l…
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In today’s Tech3 from Moneycontrol, Infosys CEO Salil Parekh gets a 22% hike in compensation even as fresher pay stagnates. OpenAI’s Srinivas Narayanan talks India strategy, promising better local language support and affordable pricing. Ultra-fast fashion startups like Slikk and NEWME are racing to deliver partywear in under 90 minutes. Snitch rai…
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On this episode of Cyrus Says, environmental activist Zoru Bhathena joins Cyrus for a candid and insightful chat on fighting for Mumbai’s green cover. Zoru shares the story behind his first PIL – sparked by a shocking sight of dead trees in the Khar-Bandra area, and how that launched him into a life of legal activism. He also dives deep into the Aa…
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On this episode of Cyrus Says, environmental activist Zoru Bhathena joins Cyrus for a candid and insightful chat on fighting for Mumbai’s green cover. Zoru shares the story behind his first PIL – sparked by a shocking sight of dead trees in the Khar-Bandra area, and how that launched him into a life of legal activism. He also dives deep into the Aa…
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In this monologue, Kushal speaks about the arrest of 19 year old Sharmishta Panoli by Kolkata police. He also shares his views about the arrest of Ali Khan Mahmudabad by Haryana police.#SharmisthaPanoli #OperationSindoor #LawStudentArrest #SocialMediaControversy #FreeSpeech #KolkataPolice------------------------------------------------------------L…
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The AI diffusion framework was repealed by the Trump administration shortly before it was to come into force on 15 May 2025. In this episode of All Things Policy Rijesh Panicker, Ashwin Prasad and Bharath Reddy unpack what this means for India and the world. The PGP is a comprehensive 48-week hybrid programme tailored for those aiming to delve deep…
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First, we talk to The Indian Express' National Education Editor Ritika Chopra about the CBSE asking its affiliate schools to map students’ mother tongues at the earliest, and prepare teaching materials before the end of the summer break. This is being done to eventually make instructions in students' mother tongue mandatory in schools at the primar…
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On this episode of Paisa Vaisa with Anupam Gupta, Akshay Chinchalkar, Head of Research at Axis Securities, shares smart strategies for asset allocation, choosing the right broker, and using AI in finance. Plus, career tips for aspiring analysts and a must-read book pick! 🔹 Topics Covered: ✅Smart Asset Allocation ✅Brokerage Insights ✅ AI & Career Op…
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This week on Hafta, Newslaundry’s Abhinandan Sekhri, Jayashree Arunachalam, and Raman Kirpal are joined by Washington Post’s Jerusalem Bureau Chief Gerry Shih and journalist and author Jyotsna Mohan. The conversation spans global and domestic developments, with a focus on the Israel-Gaza conflict and the legacy of Indian journalism. Check out the N…
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In today’s episode: India’s GDP has grown at the fastest pace in four quarters to hit 7.4% in Q4; NSE and BSE are in a "rack race" to boost co-location capacities, driven by soaring demand; Dubai-based Emirates NBD is likely to emerge as the top contender for a 61 percent stake in IDBI Bank, and the new Indian trend for cruise vacations.…
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In today’s Tech3 from Moneycontrol, we decode India’s sovereign AI plans as three more startups join the race to build large language models. The RBI unveils its own ChatGPT-style tool, ChiRAG. Quick commerce expands to babycare with Cavi, Ozi, and Zoddle drawing investor interest. And Wipro claims 35% efficiency gains using Agentic AI. Plus, a fin…
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India’s renewable energy capacity has reached 220 GW, but can the country stay on track for its 2030 targets? In this episode of Unusual Suspects, Saurabh Kumar, VP–India at the Global Energy Alliance for People and Planet (GEAPP), talks about what it will take to scale clean energy, unlock capital for startups, and drive the next wave of innovatio…
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In this podcast, Kushal speaks with Raja Muneeb about the state of affairs in Bangladesh. Rumours abound that Muhammad Yunus will be forced to resign by the Bangladeshi army. What is Bangladesh's future?Follow him:X: @RajaMuneebYouTube: https://www.youtube.com/@UCn7lUbQoA0_yXTrCEapLE_w #yunus #sheikhhasina #bangladeshcrisis ------------------------…
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First, we talk to The Indian Express' Amitabh Sinha about MSC Elsa 3, the container ship that capsized in the Arabian Sea on Saturday. While there has been no oil spill yet, the possibility looms large. Amitabh talks about the consequences of an oil spill, the concerns and the challenges that come with it. Next, we talk to The Indian Express' Santo…
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In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on May 30. After the markets ended May series with 2.5 percent gains, the GIFT Nifty trends point to a quiet start for markets amid mixed global cues. Some key stocks to track are Bajaj Auto, Suzlon Energy, and Cipla. Also, catch Siddharth Khemka of…
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On this episode of Cyrus Says, Aussie legends Sam Perry and Ian Higgins from The Grade Cricketer podcast drop by for a chat. From the bizarre world of Australian grade cricket culture to the unspoken rules of how players must behave in the locker room showers, the duo serves up insight with a side of satire. They talk about touring India, their run…
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On this episode of Cyrus Says, Aussie legends Sam Perry and Ian Higgins from The Grade Cricketer podcast drop by for a chat. From the bizarre world of Australian grade cricket culture to the unspoken rules of how players must behave in the locker room showers, the duo serves up insight with a side of satire. They talk about touring India, their run…
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In this episode of All Things Policy, Manoj Kewalramani and Anushka Saxena discuss the codification of China's security view and policy in its latest White Paper on National Security in the New Era. They analyse the key takeaways of the paper, including China's red lines, approach to the Asian regional order, and tensions with the West. The PGP is …
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In today’s episode: RBI’s banknote printing bill jumps 25% even as income from forex and securities surges; India carves out a unique path in AI regulation; IPL insights from RCB’s COO; GDP set to hit 6.9% in Q4; stock market red flags as promoter stakes fall; Razorpay’s big homecoming; and India’s stealth fighter ambitions take off.…
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In today’s Tech3 from Moneycontrol, Razorpay completes its reverse flip to India, shelling out Rs 1,245 crore in taxes. Zerodha plans to pump Rs 125 crore into its NBFC to expand lending. Snabbit, a Zepto-style home services startup, bags $19 million in funding. Edtech firm Teachmint pivots to smart classroom hardware. And finally, India is becomin…
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In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on May 29. After the markets extended loss for the second day, volatility could ensue on the day of monthly F&O expiry. Today, stocks like IndusInd Bank, Gensol Engineering, and DLF could see traction. Earnings reaction will continue to sway stock-s…
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नमस्ते, पुलियाबाज़ी में आज हम एक हटके विषय पर चर्चा करेंगे—युद्ध में हाथियों का प्रयोग। यह विषय हमें काफी इंटरेस्टिंग लगा, तो हमने सोचा कि क्यों न इस पर आदित्य रामनाथन से बात की जाए। आदित्य तक्षशिला इंस्टीटूशन के साथ एसोसिएट फैलो हैं और मिलिटरी हिस्ट्री में गहरी दिलचस्पी रखते हैं। इस पुलियाबाज़ी पर चर्चा इतिहास के उस दौर की जब भारत एक ‘आर्म्स एक्सपोर…
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First, we talk to The Indian Express' Health Editor Kaunain Sheriff about the rise in the number of Covid-19 cases. He talks about the new subvariant that has surfaced, the number of cases that have been identified in India and whether or not it is a cause for concern. Next, we talk to The Indian Express' Devansh Mittal about Uber being sent a noti…
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Every painted wall, pothole & traffic in Bengaluru has a story to tell. In this episode of All Things Policy, Pravar Choudhary of Bengawalks and I, Sowmya Prabhakar, COO of Takshashila Institution, take a stroll exploring the dynamics of the markets, society & government. From gated communities to badly designed footpaths, from heritage buildings t…
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A promising monsoon forecast lifts agri-linked stocks, but retail investors are pulling back for the third month in a row. We decode the market impact of rains, June's IPO line-up, SEBI’s shakeup of structured products, and why Indian students are choosing Germany over Canada. Plus, insights on Andhra politics, India’s drone dominance, Rishabh Pant…
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In this podcast, Kushal speaks with Amee Datta who is one of India's prominent IP lawyers about the latest Mohak Mangal and ANI kerfuffle where Mohak has accused ANI of allgedly extorting money from him by issuing copyright strikes on his channel. AI has sued Mohak Mangal for defemation as of now. This podcast will explain how he fair sue doctrine …
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In today’s Tech3 from Moneycontrol, Unacademy founders step back as Airlearn goes solo, Bounce and MyByk ride the gig economy wave with EV rentals, Walmart reshapes its workforce after layoffs, Infosys and Cognizant are pushed to settle a legal spat, and Saarathi Finance raises Rs 475 crore for rural lending. Tune in to decode the day’s top startup…
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This is the Catch Up on 3 Things by The Indian Express and I am Ichha Sharma Today is 28th of May and here are today’s headlines. Amid reports of MLAs in Manipur attempting to form a government, sources at the Centre told The Indian Express that revoking President’s Rule is unlikely anytime soon. They said the current focus for both the Centre and …
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Mumbai is underwater (again), and so is Cyrus’ will to live — but that doesn’t stop this Cyrus Says AMA episode from turning into full-blown chaos. Joining him are Puneet Pania, who’s grumpier than the weather, and Akash Mehta, whose back pain has nothing to do with age and everything to do with… let’s just say other activities. The trio plunges in…
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Mumbai is underwater (again), and so is Cyrus’ will to live — but that doesn’t stop this Cyrus Says AMA episode from turning into full-blown chaos. Joining him are Puneet Pania, who’s grumpier than the weather, and Akash Mehta, whose back pain has nothing to do with age and everything to do with… let’s just say other activities. The trio plunges in…
  continue reading
 
In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on May 28. After Nifty's sharp fall yesterday, the GIFT Nifty is indicating a quiet start for Indian markets. Global cues remain positive with US ending on a strong foot overnight and Asian markets also exhibiting healthy trends this morning. Watch …
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Anticolonial movements of the 20th century generated audacious ideas of freedom. After decolonization, however, the challenge was to give an institutional form to those radical ideas. Legalizing the Revolution: India and the Constitution of the Postcolony is a new book by the scholar Sandipto Dasgupta which provides an innovative account of how Ind…
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