Colossus | Investing & Business Podcasts
12 episodes listed below
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Return on India is a deep dive investing series covering one of the most populous and promising economies in the world. Through conversations with central figures in Indian business, Return on India investigates the past, present and future as we explore India’s investment case. This is a country filled with nuance, contradictions and ambition for the future and we are excited to share why the next decade looks so promising for India. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
Based on 5 episodes we listened to · September 2026
Return on India makes Indian business legible by connecting market structures and cultural habits to the decisions companies make.
Return on India examines Indian business through extended conversations with company builders, using operating decisions to illuminate the country's markets.
A cricket game draws millions without ad spend; you'll want to hear why local culture matters.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A grounded look at how India’s market structure shapes brokerage, data access, and growth.
Nitin Kamath uses the conversation to show how India’s market structure shapes brokerage, data access, and leverage. The strongest stretches stay close to the mechanics: how exchanges in India make money through transaction charges, why every customer gets the same data, and how…
A sharp look at how India compares with mature go-to-market ecosystems, and what still needs to be built locally.
It gives a clear view of India’s startup and SaaS scene through a founder’s perspective, with the strongest material landing on talent density, marketing, sales, and strategy.
A measured look at how Indian gaming scales when local culture and monetization both matter.
The episode uses India's gaming sector to show how scale becomes a real market. It works best when it shifts from the big opportunity to the parts beneath it: local culture, regional behavior, discoverability, and monetization.
A grounded look at India's business landscape, with Shiprocket and startup comparisons doing the heaviest lifting.
Return on India presents India's opportunity through conversations with business leaders and the practical details that matter to investors and operators.
Gold saving in India is framed as a habit and product design problem.
Gold is treated here less as a market quote and more as a habit shaped by social and cultural cues in India. The discussion follows a product built around how people already judge value, from measuring wealth in grams and acres to trimming the mental load inside the app.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Return on India features a conversation on gold and the place it holds in Indian saving behavior.
Matt Russell closes Return on India by turning the series back on Romine Sheth and asking what stood out after conversations with Nandan Nilekani, Kunal Shah, Sahil at Shiprocket, and founders like Nisha from JAR.
India's market plumbing matters more than it sounds like.
Prukalpa Sankar, founder of SaaS company Atlan, analyzes the inflection point in India's software ecosystem.
Return on India turns to Nazara and the Indian gaming market.
Kunal Shah, founder and CEO of CRED, tells Return on India that Indian consumption follows collectivist status motives, citing weddings with 7,000 guests and luggage sold mostly for weddings (80-90%).
We have more cash visibility than the government of India today.