Pranay Kotasthane on Navigating the New Uncertain World episode artwork

EPISODE · May 4, 2026 · 1H 29M

Pranay Kotasthane on Navigating the New Uncertain World

from Subtext by Zerodha · host Zerodha

We used to live in a world of rules. Now, we live in a world of power. Pranav Agarwal and Pranay Kotasthane break down the "Matsya Nyaya" of modern geopolitics. We cover the weaponisation of critical minerals, the shifting influence of the US and China, and the strategic path India must take to thrive in an uncertain future.   Key topics: Geopolitics, Rare Earths, India’s Foreign Policy, and the Future of Trade.   Timestamps: 0:00 Intro 2:05 Guest Introduction & Welcome 3:02 World Order, Power & Legitimacy 14:09 Critical Minerals & Geopolitics 15:16 Two Frameworks: Resource Leverage & Prices 28:03 China's Rare Earth Leverage (and the 2028 Prediction) 38:33 India's Critical Minerals Strategy 54:33 India's Manufacturing Challenge 1:04:25 AI & India's Opportunity 1:07:01 Technological Sovereignty 1:12:35 Bangalore & Urban Governance 1:22:32 Thinking Across Disciplines 1:27:02 Information Diet & How Pranay Thinks

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