The Stock Doctor

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What happens when an academic becomes a stock picker? Tune in to find out...

Dr Vinay Utham


    • Jun 10, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 32m AVG DURATION
    • 131 EPISODES


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    Latest episodes from The Stock Doctor

    Episode 131 – US Labor Market Remains on a Solid Footing But Uncertainties Remain, RBI's Moves Should Unleash the Indian Economy, and Why I am Bullish on Alphabet

    Play Episode Listen Later Jun 10, 2025 44:18


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Myriad of Uncertainties Facing US Investors this Summer, 2. How RBI's latest move can turbocharge the Indian Economy,3. Why I believe Google parent Alphabet (ticker: GOOGL) deserves more love from investorsThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 130 – US-China Truce Shows Signs of Unraveling, Nvidia Silences Its Doubters, Indian Automakers Suffer a Domestic Hangover, and Why Netflix is the King of Streaming

    Play Episode Listen Later Jun 3, 2025 46:29


    On this week's episode, I discuss:1. The latest twists & turns related to President Trump's tariff policies & Nvidia's Blowout Quarterly Numbers,2. The May Sales of Indian Automakers, and 3. Why Noone is Dethroning Netflix (ticker: NFLX) Anytime SoonThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 129 – Trump Receives a Harsh Reality Check from Bond Vigilantes, A Lot of Optimism on the Street for the Indian Economy, and Why I am Upgrading JPMorgan

    Play Episode Listen Later May 27, 2025 43:46


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why investors should be worried about the rising US fiscal deficits, 2. Why the Indian growth story remains intact, and 3. Why I am upgrading JPMorgan Chase (ticker: JPM)Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 128 – Trump's Big Beautiful Tax Bill Takes the Spotlight, Cooling Inflation and Trade Talks Progress Bring FIIs Back to India, and Why Its Time to De-Board from Delta

    Play Episode Listen Later May 20, 2025 38:18


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. The progress being made on President Trump's "Big Beautiful Tax Bill" and its Impact on Investors,2. How cooling inflation data in India bodes well for India's economic growth, and 3. Why It Could be an Opportune time to Book Profits on Dela Air Lines (ticker: DAL)Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 127 – US-China Make Peace in Switzerland For Now, India and UK Sign a Historical Trade Deal, and Why I Have Lost Confidence in Nike's Management

    Play Episode Listen Later May 13, 2025 41:13


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. The US-China temporary agreement that brought back the "Buy America" trade,2. What the historic UK-India Free Trade Agreement means for Indian investors, 3. Why I continue to remain unimpressed with Nike (ticker: NKE) Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 126 – Microsoft and Meta Distract US Investors from Tariff Woes, SUVs Help Indian Automakers in April, and Lululemon Just Can't Catch a Break

    Play Episode Listen Later May 6, 2025 43:40


    On this week's episode of The Stock Doctor podcast, I discuss: 1. How solid earnings from Microsoft & Meta gave investors a much-needed distraction from tariff uncertainties, 2. The April sales data of Indian automakers, and 3. Why Lululemon Athletica (ticker: LULU) has become collateral damage of the tariff uncertaintiesThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 125 – Trump Sends Gifts to the Markets (for a Change), India's Trade Agreement with the US Shaping Up Nicely, and Why is Everyone Hating on Nvidia

    Play Episode Listen Later Apr 29, 2025 42:33


    On this week's episode of The Stock Doctor podcast, I discuss: 1. How a change in rhetoric from the Trump Administration on the Fed and China brought joy to the US markets, 2. Why FIIs are making a comeback to Indian markets with a bang, 3. Why the hatred for Nvidia (ticker: NVDA) makes no sense to meThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 124 – Trump vs Powell Takes a Dark Turn, Are Indian Markets Back in Vogue, and Why FedEx Management Continues to Confound Me

    Play Episode Listen Later Apr 22, 2025 38:06


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. How the threat to Fed's independence has become the latest headache for US Investors, 2. Investors seem to be warming up to Indian markets once again, 3. Why I have lost faith in FedEx Corp (NYSE: FDX)'s management again. Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 123 – Wall Street Goes on One of the Wildest Rollercoaster Rides in History, Can India capitalize on the Tariff Pause, and Why the Selloff in Adobe is Unjustified

    Play Episode Listen Later Apr 15, 2025 43:23


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. The crazy rollercoaster ride experienced my US investors as President Trump reversed his recriprocal tariffs, 2. Whether the reversal of reciprocal tariffs gives a greenlight to Indian investors, 3. Why the rampant selling in Adobe (ticker: ADBE) offers a buying opportunity for investorsThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 122 – Trump's Liberation Day Becomes Investors' Worst Nightmare, Indian Automakers Finish FY25 on a High, and Why I Find a Fantastic Investment Opportunity in Oracle

    Play Episode Listen Later Apr 9, 2025 54:18


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. The impact from President Trump's 'Liberation Day' tariffs on the U.S. markets, the U.S. economy, and the rest of the world, 2. How Indian automakers finished FY25 as well as their March sales, 3. Why I believe Orace (ticker: ORCL) is a great long-term buying opportunity. Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 121 – Are Trump's Tariffs Killing American Exceptionalism, An Eventful End to FY25 for Indian Markets, and Why I am Buying the Recent Correction in Salesforce

    Play Episode Listen Later Apr 1, 2025 45:31


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. Whether President Trump's tariff policies and negative investor sentiment implies American exceptionalism is dying, 2. How Indian markets fared in FY25 and what investors should expect in FY26,3. Why the recent weakness in Salesforce is a buying opportunity in my opinion. Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 120 – Fed Chair Powell Brings Back Memories of 2022, Musk's Partnership with Ambani and Mittal a Game Changer for Indian Telecom, and Why Google's Parent Can't Catch a Break

    Play Episode Listen Later Mar 25, 2025 47:46


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. How President Trump's tariffs are re-shaping the Federal Reserve's decision-making, 2. Why Elon Musk teaming up with both Mukesh Ambani and Sunil Mittal is a blessing for Rural India, and 3. Is the beatdown seen in Google parent Alphabet's stock justified? Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 119 – U.S. Consumer is Feeling Pretty Low on the Economy, Latest Data Confirms India's Growth Story, and Why I Cashed Out of Microsoft

    Play Episode Listen Later Mar 18, 2025 43:08


    On this week's episode of The Stock Doctor podcast, 1. I discuss the state of the U.S. consumer during this time of economic uncertaity in the U.S. markets,2. The latest economic data, including February's inflation report, which suggests that the Indian growth story remains intact, 3. Why I am just not feeling confident on Microsoft (ticker: MSFT) anymoreThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 118 – Trump's Tariffs Bring a Whole New Meaning to Volatility, Indian Auto Sales Ease Off the Gas, and the Uber Conundrum

    Play Episode Listen Later Mar 11, 2025 44:49


    On this week's episode of The Stock Doctor podcast, I discuss: 1. The way forward for US investors amidst all the volatility brought about by tariff uncertainty, 2. The February sales numbers of Indian automakers, 3. Why investors' "obsession" with AVs being a threat to UBER needs to stopThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 117 – Not Even Nvidia Can Outmatch President Trump, Bloodbath at Dalal Street Despite Positive GDP Data, and What to Make of Starbucks

    Play Episode Listen Later Mar 4, 2025 40:05


    On this week's episode of The Stock Doctor podcast, I discuss: 1. How U.S. markets reacted to a week dominated by Nvidia's Q4 earnings and President Trump's tariff plans, 2. Why the bloodbath seen in Indian markets presents a long-term buying opportunity, and 3. Progress made by Starbucks under new CEO Brian NiccolThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 116 – US Consumer Confidence Takes a Significant Hit, Is the Worst Over for the Indian Economy, and Why Netflix Continues to Remain an Investor Darling

    Play Episode Listen Later Feb 25, 2025 39:56


    On this week's episode of The Stock Doctor podcast, I discuss: 1. Why US Consumers Have Become More Pessimistic About the Economy,2. Whether the worst is over for the Indian Economy, and 3. Why Netflix continues to receive so much love from investors.Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 115 – US Inflation Data Comes in Hot Even As Trump Ups His Tariff Game, RBI Gets a Gift from India's CPI Print, and Goldman Sachs Marks Its Return

    Play Episode Listen Later Feb 16, 2025 41:12


    On this week's episode of The Stock Doctor podcast, I discuss: 1. The January US Inflation data, President Trump's tariff plans, and its implications for the US Markets,2. Why the RBI must be thanking its stars based on January's Inflation Report in India, and3. Goldman Sachs makes its long-overdue return Thank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 114 – US Jobs Report Lends Support to the Fed's Stance on Rate Cuts, Indian Automakers Start 2025 With a Whimper, and JPMorgan Makes Its Debut

    Play Episode Listen Later Feb 10, 2025 39:25


    On this week's episode of The Stock Doctor podcast, I discuss:1. The January U.S. Jobs Report and it's Implications for the Fed's Interest Rate policy,2. The January sales numbers of Indian automakers,3. Why its time to stop obsessing over JPMorgan CEO's Retirement partyThank you once again for listening. See you next week! Until then, stay safe and make some money!P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 113 – DeepSeek Saga Brutally Exposes the Irrational Exuberance of the AI Trade, Budget 2025 Should Turbocharge Consumer Spending, and FedEx Finally Answers My Prayers

    Play Episode Listen Later Feb 4, 2025 45:26


    On this week's episode of The Stock Doctor podcast, I discuss: 1. How the DeepSeek AI saga demonstrated just how irrationally exuberant US investors were, 2. The key takeaways from Budget 2025 and which stocks stand to benefit, 3. Why investors should choose FedEx Frieght over FedEx (ticker: FDX) post the spinoff Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 112 – Trump 2.0 Offers Fed Plenty to Think, Indian Automakers Gear Up for the EV Revolution, and Why Salesforce is my Top Pick for 2025

    Play Episode Listen Later Jan 26, 2025 40:10


    On this week's episode of The Stock Doctor podcast, 1. I discuss how President Trump's policies could affect the Fed's thinking in the coming months, 2. Why the Bharat Mobility Expo Could be a Turning Point for India's EV revolution, and 3. Why I changed my mind on Salesforce (ticker: CRM) Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 111 – CPI Report Reverses the Negativity of the Jobs Report, Are Investors Losing Faith in Indian Markets, and Why Adobe's Recent Weakness Is a Beautiful Opportunity for Long-Term Investors

    Play Episode Listen Later Jan 19, 2025 39:19


    On this week's episode of The Stock Doctor Podcast, I discuss: 1. The latest US CPI report and its implications for the Fed and Investors, 2. Whether you should be concerned about the long-term growth story of India, and 3. Whether the recent weakness seen in Adobe's stock is an opportunity for Long-Term Investors Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 110 – December Jobs Report Boosts Treasury Yields While Wiping Out Stocks, Indian Automakers End 2024 on a Strong Footing, and Why Lululemon Deserves Your Love

    Play Episode Listen Later Jan 12, 2025 43:52


    Happy New Year everyone! Wish all of you and your families a happy healthy 2025! On the first episode of 2025 of The Stock Doctor podcast, I discuss: 1. The December US Jobs Report and What It Means for The Fed and investors, 2. The December sales numbers of Indian automakers, and 3. Why Lululemon is back in the good books of investors Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 109 – US Economy Sees Jobs Bouncing Back, SUVs Keep Revving Up Sales of Indian Automakers, and Why One Really Needs to Look at Google Parent Alphabet

    Play Episode Listen Later Dec 8, 2024 35:41


    On the final episode of 2024, I discuss: 1. The November US Jobs Report and What It Means for The Fed, 2. The November sales numbers of Indian automakers, and 3. Why Investors Have a Fantastic Opportunity in Google Parent Alphabet Inc Thank you once again for listening. Wishing you all a Merry Christmas and a Blockbuster 2025 in advance! See you in the New Year! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Episode 108 – Trump's Tariff Threats Not Strong Enough to Ruin Markets' Thanksgiving Party, India's Latest GDP Data Falls Short of Expectations, and Why There is No Stopping Netflix

    Play Episode Listen Later Dec 1, 2024 38:34


    On this week's episode of The Stock Doctor podcast, I discuss: 1. How Trump's Tariff threats and Inflation dominated a holiday-shortened trading week in the US , 2. Why there's a lot more than meets the eye when it comes to India's latest GDP data 3. Why Netflix (ticker: NFLX) simply has no competition P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening.

    Episode 107 – Nvidia Has a Blowout Quarter Yet Why Were Investors Unhappy, RBI's latest inflation headache, and why Oracle has had a stellar year

    Play Episode Listen Later Nov 24, 2024 40:14


    On this week's episode of The Stock Doctor podcast, I discuss: 1. The absurdity surrounding the crazy expectations investors have from Nvidia, as seen by the reaction to its latest earnings report, 2. Why Food Inflation is not the only problem that the RBI has to deal with, and 3. Why Oracle Corp (ticker: ORCL) had one fabulous year P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening.

    Episode 106 - My Interview with Charles Sunnucks of Oldfield Partners

    Play Episode Listen Later Nov 17, 2024 39:05


    On this week's special episode, I interview fund manager Charles Sunnucks, CFA CAIA of Oldfield Partners. We discussed a wide variety of topics including the impact of prospective tariffs of President-elect Trump on China and other emerging markets and whether the rampant selling by FIIs in Indian equity markets is justified. About Charles Sunnucks, CFA CAIA Charles is currently working as a PM (Emerging Market Equities) at Oldfield Partners. Prior to joining Oldfield, Charles was involved with cross-border M&A transactions at investment bank Novitas. He has also previously worked at Jupiter Asset Management where co-managed the Jupiter Emerging & Frontier Income Trust. He is both a CFA and a CAIA Charterholder. He has also published a book titled The Company Valuation Playbook: Invest with Confidence, where he shares the secrets behind how investment professionals value companies. The book is available on Amazon and other bookstores. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening.

    Episode 105 – Trump 2.0, Powell and Their Impact on US Markets, India Inc's Lackluster Q2 Earnings, and Why I Continue to Avoid FedEx

    Play Episode Listen Later Nov 10, 2024 38:06


    On this week's episode, I discuss: 1. How Trump completely overshadowed Fed Chair Powell in the US markets, 2. What is actually going on in the Indian equity markets, 3. Why I continue to stay away from FedEx Corp (ticker: FDX) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening.

    Episode 104 – The US Economy Remains Resilient Ahead of the Biggest Week of the Year, Indian Automakers Have a Stellar Festive Season, and Why The Recent Weakness in Adobe Could be A Good Time to Buy

    Play Episode Listen Later Nov 3, 2024 43:51


    On this week's episode, I discuss: 1. The key takeaways from the Big Tech Earnings as well as the latest US jobs report and what it means for the Fed 2. The October sales numbers of the Indian automakers 3. Why I continue to believe in the long-term potential of Adobe Inc (ticker: ADBE) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening.

    Episode 103 – US Q3 Earnings Season Off To a Great Start Thanks to the Banks, Inflation Rears Its Ugly Head Again in India, and Platformization Seems to Work Well for Palo Alto Networks

    Play Episode Listen Later Oct 27, 2024 47:03


    On this week's episode, I discuss: 1. The key takeaways from the Q3 earnings of The Big Banks ahead of a Week of Reckoning for Big Tech, 2. The September inflation report from India 3. Why Platformization strategy is already paying off for Palo Alto Networks (ticker: PANW) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening.

    Episode 102 – US Inflation Shows Its Wonkiness, RBI Opens Door for Rate Cuts, and Why There's No Stopping Nvidia

    Play Episode Listen Later Oct 13, 2024 45:58


    On this week's episode, I discuss: 1. The Final inflation report before the US elections and what it means for the Fed and the markets; 2. The latest decision made by RBI's Monetary Policy Committee and what it means for Indian investors; 3. Why Investors Should Look Beyond AI when it comes to Nvidia (ticker: NVDA) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening.

    Episode 101 - US Jobs Report Raise Hopes of Soft Landing, September Belonged to India's Two Wheelers, and why Walmart Continues to Shine

    Play Episode Listen Later Oct 6, 2024 43:31


    On this week's episode, I discuss: 1. The blockbuster September US Jobs Report, which brought so much joy to the markets; 2. The September sales numbers of Indian automakers and why investors in India's two wheelers should be happy; 3. Why Investors Should take a look at Walmart (ticker: WMT) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening.

    100th Episode Special: My Interview with Dr Ryan Lemand of Neovision Wealth Management

    Play Episode Listen Later Sep 22, 2024 41:37


    The Stock Doctor completes 100 episodes and also turns 3 years old! I would like to thank all of you from the bottom of my heart for all the support and love that you have given me and the show! To celebrate the special occasion, this week's episode features a special guest: Dr Ryan Lemand, CEO and Co-Founder of Neovision Wealth Management. We discussed a host of issues, including the Fed's monumental rate-cut decision and its implications for the US markets, the AI trade, Gold, and a whole lot more! You can follow Dr Lemand on LinkedIn here: https://www.linkedin.com/in/ryanlemand/

    Episode 99 – Why the Time has Come to Focus on Uber's AV Moves

    Play Episode Listen Later Sep 8, 2024 24:38


    Ahead of the show's double milestone of completing 100 episodes and completing 3 years, this week's episode is a Bonus episode. On the 100th episode, there will be a lot of chat on the US markets, the Fed, the latest jobs data, Nvidia, and much more. So this week's episode is a Doctor Dissects bonus episode. This week, I dissect one of my favourite stocks Uber Technologies (ticker: UBER) and talk about why I believe the time has come for investors to focus on the company's AV ambitions. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. The show is on a break as I work on Episode 100 and the 3rd Anniversary special. The most-exciting episode till date will be released on September 22. So see you again in two weeks! Until then, stay safe and make some money!

    Episode 98 – Fed Chair Powell Banishes the Demons of Jackson Hole 2022, Meeting Minutes Show RBI's Worry Regarding Food Inflation, and Microsoft Makes Its Debut

    Play Episode Listen Later Aug 25, 2024 44:28


    This week, on Episode 98 of The Stock Doctor podcast: 1. I discuss the key takeaways of Fed Chair Jerome Powell's speech at this year's Jackson Hole Summit, and their implications for US markets; 2. I discuss the Minutes of RBI's latest meeting and argue why food inflation is a worrying factor for both the Indian consumers and investors; 3. I dissect another Sensational Six Member, Microsoft (ticker: MSFT), which makes its debut on the show. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. The show is on a break next week. So see you again in two weeks! Until then, stay safe and make some money!

    Episode 97 – Inflation and Retail Sales Bring Happiness Back to the US Markets, Don't Get too Excited About India's Latest Inflation Data, and Why I Like Google's Parent Company

    Play Episode Listen Later Aug 18, 2024 44:51


    This week, on Episode 97, of The Stock Doctor podcast: 1. I discuss the inflation and other key economic data coming out from the US and India, and what it could mean for their investors; 2. I dissect one of the Sensational Six Members, Google Parent Alphabet (ticker: GOOGL), on the back of its latest earnings report. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 96 – The Week Where US Markets Looked Like a Trading Simulator, Why the RBI is Right to Keep Rates Unchanged, and Time to Get Out of UPS

    Play Episode Listen Later Aug 11, 2024 44:12


    On Episode 96 of the Stock Doctor Podcast, I discuss: 1. The crazy roller coaster ride that investors experienced in the US markets 2. The key developments from the latest meeting of the RBI-led Monetary Policy Committee 3. My thoughts on the latest quarterly report from United Parcel Service (UPS) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 95 – The US Economy Flashes Warning Signs, The AI Trade Continues to Suffer, Indian Automakers Finally Starting to Lose Steam, and Why Nobody Can Dethrone Netflix At Present

    Play Episode Listen Later Aug 4, 2024 39:41


    On Episode 95 of the Stock Doctor Podcast, I discuss: 1. The weak US economic data and what it means for the Fed and the markets; 2. The earnings from Microsoft, Amazon, and Meta and what it means for the AI trade 3. The July sales numbers of Indian automakers 4. Why I think No one today can dethrone Netflix P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 94 – Google's Earnings Offer More Fuel to the Great Rotation Trade, FM Sitharaman Delivers a Solid Budget, and why Turbulent Skies Lie Ahead for Delta Air Lines

    Play Episode Listen Later Jul 28, 2024 37:47


    The Stock Doctor podcast gets a new recording format ahead of its 100-episode milestone. There won't be any music breaks. It will be a conversation that I have with you with no musical interruptions as I take you through the main events of the US and Indian equity markets. On Episode 94, I discuss why Google's earnings actually gave more fuel to the Great Rotation trade in the US, the key takeaways of Budget 2024 in India, and why I am putting Delta Air Lines in the penalty box. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 93 – US Markets Witness the Great Rotation Before Being Blindsided by the ‘Blue Screen of Death,' Indian Stock Markets Give the RBI a New Headache, and Why I am Disappointed with Nike

    Play Episode Listen Later Jul 21, 2024 38:53


    This week's episode features my views on the Great Rotation trade undergoing in the US markets, how the Big Banks have performed in the quarter gone by, why the Indian stock market rally is worrying the RBI, and why I am frankly frustrated with Nike. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 92 – Inflation Report Pleases One Central Bank While Disappointing the Other, Why Climate Change Needs to be Seriously Considered by the RBI, and why I am Changing my Opinion on FedEx

    Play Episode Listen Later Jul 14, 2024 33:03


    This week, I analyse the June CPI data of both the US and India and their impact on monetary policy, I discuss why the RBI needs to start looking into climate change more closely, and why my opinion on FedEx has changed. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 91 – US Markets Get a Double Boost Thanks to Rate Cuts Joining the AI Party, Bajaj Auto Transforms the 2-Wheeler Space, and why I am Gung-Ho About Adobe and its AI Tools

    Play Episode Listen Later Jul 7, 2024 36:57


    The countdown to 100 Episodes Officially Begins this week! On Episode 91, I discuss why a September Rate Cut by the Fed is back on the table, why Bajaj Auto May Have Transformed the 2-Wheeler Space for Good, and why Adobe Investors are seeing their patience getting paid off. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 90 – US Markets Choose AI Over Fed During First Half of 2024, A Much Needed Tariff Boost to India's Telecom Players, and why I like Oracle as an AI Play

    Play Episode Listen Later Jun 30, 2024 32:30


    Happy Independence Day to all my US Listeners! This week, I discuss the performance of US markets during the first half of 2024, the latest data coming out on the Fed's preferred inflation metric, the impact of the recent tariff hikes by India's telecom operators on 5G usage, and why I think Oracle could be yet another major AI beneficiary. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 89 – Nvidia Makes Investors Forget Everything Else Including the Fed, Why Weather is Playing Spoilsport in RBI's Fight Against Inflation, and why I am doubling down on Lululemon

    Play Episode Listen Later Jun 23, 2024 28:53


    This week, I talk about how the US markets have become overly-reliant on chip giant Nvidia and why that could be a dangerous thing, I discuss the implications of the extreme heat on RBI's fight against inflation, and why I continue to remain bullish on Lululemon Athletica. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 88 – Apple and Inflation Both Boost Markets Even as Fed Doubles Down on Data-Dependency, Indian Automakers Register Robust Growth in May and Salesforce Faces the Heat

    Play Episode Listen Later Jun 16, 2024 35:17


    This week, I discuss the latest US CPI data, the all-important Fed decision and Apple's latest AI announcement, I talk about the May sales numbers from Indian automakers (finally!), and give my take on Salesforce's earnings and its long-term future. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 87 – Fed is Back on Investors' Minds Even as Nvidia Hits $3 Trillion, Why Investors Shouldn't Fear the Surprise Indian Election Results, and My Take on Retail Giant Walmart

    Play Episode Listen Later Jun 9, 2024 33:20


    This week, I talk about why investor fears are back when it comes to Fed's rate cut policy, I argue why investors should not be overly concerned about the "shock" election results in India, and dissect retail giant Walmart on the back of its earnings report. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 86 – Stop Talking AI If You Can't Make Money From It Say Investors, There's No Stopping India's Economy, and why I am Ready to Buy Palo Alto Networks

    Play Episode Listen Later Jun 2, 2024 36:03


    This week, I talk about the recent selling seen in some of the top enterprise software names and the importance of why simply talking about AI is not enough anymore, I discuss India's latest GDP data, and dissect the earnings report of cybersecurity giant Palo Alto Networks. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 85 – Nvidia's Gift Not Enough for Investors, The Conundrum Facing Indian Investors, and Why Even a Mega Acquisition May Not Be Enough to Save Home Depot

    Play Episode Listen Later May 26, 2024 29:21


    This week, I discuss Nvidia's Blockbuster Earnings Report and its implications on investors, the dilemma facing Indian investors, and why an acquisition may still not save Home Depot in the near-term. And Happy Memorial Day weekend to my US listeners! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 84 – Inflation Data Delivers a Positive Surprise, India Inc's Attention Switches to Monsoon Season, and why Investors Don't need to panic about Uber

    Play Episode Listen Later May 19, 2024 30:17


    This week, I discuss the latest US inflation data and discuss its implications on the US market, I argue why Rural India could be making a comeback, and why I don't think investors need to panic about Uber's latest Q1 Earnings Report. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 83 – Corporate Earnings Come to the Markets' Rescue, Indian Automakers Start New Fiscal Year with a Bang, and Why Investors Have Misunderstood Netflix

    Play Episode Listen Later May 12, 2024 30:24


    It's good to be back ladies and gentlemen! This week, I discuss how companies have fared in the first quarter so far and what it means for the markets, the April sales figures of Indian automakers, and why I think its time for investors to shift their focus when it comes to Netflix. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week! Until then, stay safe and make some money!

    Episode 82 – Mag Seven's Week of Reckoning, RBI Minutes Confirm Worries on Food Inflation, and why I See An Opportunity in Nike

    Play Episode Listen Later Apr 21, 2024 24:04


    This week, I discuss why the upcoming week is a big one for the Magnificent Seven stocks, I discuss the latest minutes coming out of RBI's Monetary Policy Committee's April meeting, and argue why the recent pullback in Nike's stock is a great opportunity for long-term investors. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. The Doctor is going Home next week to spend time with his family. The show will be back in mid-May. Until then, stay safe and make some money!

    Episode 81 – Inflation Remains More Persistent in the US But Less So in India, and why I think Long-Term Investors Need to Remain Calm About Lululemon

    Play Episode Listen Later Apr 14, 2024 23:33


    This week, I discuss the inflation reports coming out from both the US and India and there implications on both the markets, and argue why I am even more bullish now on Lululemon, especially after the recent beating taken by the stock. P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week. Until then, stay safe and make some money!

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