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The Stock Doctor
Dr Vinay Utham
145 episodes
6 days ago
What happens when an academic becomes a stock picker? Tune in to find out... DISCLAIMER: I am not a registered financial advisor. All views mentioned on this show are my own and should not be construed as financial advice. Please do your own due diligence prior to investing.
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All content for The Stock Doctor is the property of Dr Vinay Utham and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What happens when an academic becomes a stock picker? Tune in to find out... DISCLAIMER: I am not a registered financial advisor. All views mentioned on this show are my own and should not be construed as financial advice. Please do your own due diligence prior to investing.
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Investing
Business
Episodes (20/145)
The Stock Doctor
Episode 145 – Fed Gets Data as Shutdown Ends, No Conundrum for RBI, and My Take on Microsoft

On this week's episode of The Stock Doctor Podcast, I discuss:


1. The Implications for the Fed as US Government Shutdown finally ends ,


2. Why the RBI has the Luxury of Waiting as More Positive Economic Data Comes in , and


3. Why Microsoft (ticker: MSFT) deserves a lot more credit from the market


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.

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6 days ago
34 minutes 56 seconds

The Stock Doctor
Episode 144 – AI Rally Unwinds, Inflation Set to Cool in India, and Netflix in Focus

On this week's episode of The Stock Doctor Podcast, I discuss:


1. What drove the sudden plunge in Big Tech stocks ,


2. How India's inflation picture is shaping up in India, and


3. Why Netflix's (ticker: NFLX) post-earnings plunge has nothing to do with a Brazilian tax expense


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.

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1 week ago
34 minutes 5 seconds

The Stock Doctor
Episode 143 – AI Trade Tops Geopolitics, Indian Autos Binge on Festive Cheer, & Spotlight on Goldman

On this week's episode of The Stock Doctor Podcast, I discuss:


1. Why All Markets Care About These Days is AI ,


2. The Latest Auto Sales Numbers & What They Mean for Indian Autos, and


3. What I Would Do with Goldman Sachs (ticker: GS) Post Its Stellar Earnings


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.

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2 weeks ago
38 minutes 27 seconds

The Stock Doctor
Episode 142 – Wall Street Enters Week of Reckoning, Indian Banking’s Revolution, and the FedEx Debate

On this week's episode of The Stock Doctor Podcast, I discuss:


1. What awaits for markets in the week ahead after yet another strong week for the bulls,


2. Why the Indian Banking sector is at an inflection point, and


3. Why I am still unconvinced about FedEx Corp (ticker: FDX)


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.

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3 weeks ago
31 minutes 22 seconds

The Stock Doctor
Episode 141 – Volatility is Back on Wall Street, All Smiles on Dalal Street, & Oracle Climbs the Tech Ladder

On this week's episode of The Stock Doctor Podcast, I discuss:


1. How multiple macro factors have brought volatility back to the US markets even as they hit record highs,


2. Why Indian investors can smile during this festive season, and


3. Why Oracle (ticker: ORCL) deserves to be in the major leagues


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.

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1 month ago
38 minutes 36 seconds

The Stock Doctor
Episode 140 - 4th Anniversary Special - Special Guest Dr Ryan Lemand

On this week's episode of The Stock Doctor Podcast, we celebrate the 4th Anniversary of the Show with our special guest, Dr Ryan Lemand of Neovision Wealth Management. We discussed a wide range of topics including:

1. The impact of Fed's recent rate cut decision,

2. The Fed's independence and its impact on Markets, and

3. What the future lies for one of the hottest trades of the year: GoldP.S.: Thank you very much for all the love and support that you have given this show! It means a lot and I hope to continue to make the show bigger and better with each passing year!

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1 month ago
43 minutes 59 seconds

The Stock Doctor
Episode 139 – Powell Lifts US Markets, AI Trade Stall, India Inc. Falters, & Alphabet Gets My Vote

On this week's episode of The Stock Doctor Podcast, I discuss:


1. Why Fed Chair Jerome Powell's speech at the Jackson Hole Summit was a positive catalyst for US markets even as the AI trade showed signs of fatigue,


2. The horrible Q1 Earnings delivered by India Inc., and What It Means for Investors, and


3. Why I continue to remain bullish on Google-parent Alphabet (ticker: GOOGL)


Thank you once again for listening. The Stock Doctor Podcast is going on an extended break due to my multiple critical commitments. The show will be back end of September, in time to celebrate it's 4-year anniversary. See you soon! 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.

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3 months ago
32 minutes 39 seconds

The Stock Doctor
Episode 138 – The Fed at A Crossroads, PM Modi’s Big Bang GST Reforms, and Netflix Continues to Win

On this week's episode of The Stock Doctor Podcast, I discuss:


1. Why US Fed Officials Are in a Dilemma thanks to conflicting inflation reports,


2. Why PM Modi's GST 2.0 Mega Reforms are Set to Turbocharge the Indian Economy, and


3. Why Netflix (ticker: NFLX) can't afford to rest on its laurels


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.

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3 months ago
33 minutes 17 seconds

The Stock Doctor
Episode 137 – US Rally Rolls On, 50% Tariff Opens Doors for Indian Investors, & Why FedEx Still Lags

On this week's episode of The Stock Doctor Podcast, I discuss:


1. Why US Markets Continue to Set Record Highs despite economic uncertainties continuing to persist,


2. Why I don't think the 50% Tariff pain on India isn't going to be as bad as markets think, and


3. Why logistics giant FedEx Corp (ticker: FDX) still is in my penalty box


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.

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3 months ago
36 minutes 13 seconds

The Stock Doctor
Episode 136 – Indian Automakers Back on Track Albeit Marginally and Why I am Bullish on This Cybersecurity Name

On this week's episode of The Stock Doctor Podcast, I discuss:


1. The July sales numbers of the Indian automakers and what they mean for auto investors, and


2. Why I continue to remain bullish on cybersecurity giant, Palo Alto Networks (ticker: PANW) despite the short-term negativity around the stock


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.

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3 months ago
33 minutes 24 seconds

The Stock Doctor
Episode 135 – US Investors Cheer Tariff Certainty, Indian Economy May Not be As Resilient as Data Suggests, and Why Home Depot Still Fails to Impress Me

On this week's episode of The Stock Doctor Podcast, I discuss:


1. The latest trade deals inked by the US with the EU and Japan and what it means for investors and for the overall global trade landscape,


2. Why Indian investors need to look more carefully at the latest economic data, and


3. Why Home Depot (ticker: HD) continues to leave me unimpressed


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.

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3 months ago
32 minutes 6 seconds

The Stock Doctor
Episode 134 – Strong Start to the US Earnings Season but Threat to Fed’s Independence Remains an Overhang, India-US Trade Deal Uncertainty Makes Investors Nervous, and Why UBER is Winning the AV Race

On this week's episode of The Stock Doctor Podcast, I discuss:


1. The Strong Start to the US Earnings Season,


2. The Implications if the Fed Loses Its Independence,


3. An Update on the India-US Trade Talks, and


4. Why Uber is Likely to win the AV Race


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.

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4 months ago
45 minutes 22 seconds

The Stock Doctor
Episode 133 – President Trump Gets His ‘Big Beautiful Bill’ But Markets Wary of Tariffs, Indian Automakers Slow Down, and Why Facebook-Parent Meta is Already Winning at AI

On this week's episode of The Stock Doctor Podcast, I discuss:


1. The Implications of President Trump's new tariff policies,


2. What the 'Big Beautiful Bill' Means for Investors,


3. Why Indian Auto Investors Should be Concerned, and


4. How Facebook-Parent Meta is already winning at AI


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.

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4 months ago
45 minutes 7 seconds

The Stock Doctor
Episode 132 – US Markets Hit Record Highs Even as the US Consumer Lacks Confidence, RBI’s Growth-Inducing Moves Yet to Have Any Impact, and Why Investors Love Microsoft Again

After a 2-week break, The Stock Doctor Podcast is back! On this week's episode, I discuss:


1. The growing divergence seen between US consumers and US investors,


2. The current status of President Trump's 'Big Beautiful Bill,'


3. Why RBI's growth-inducing moves are yet to have any impact, and


4. Why investors have fallen in love with Microsoft (ticker: MSFT) 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.

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4 months ago
39 minutes 51 seconds

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

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 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.

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5 months ago
44 minutes 18 seconds

The Stock Doctor
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

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 Soon


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.

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5 months ago
46 minutes 29 seconds

The Stock Doctor
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

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.

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6 months ago
43 minutes 46 seconds

The Stock Doctor
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

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.

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6 months ago
38 minutes 18 seconds

The Stock Doctor
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

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.

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6 months ago
41 minutes 13 seconds

The Stock Doctor
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

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 uncertainties


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.

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6 months ago
43 minutes 40 seconds

The Stock Doctor
What happens when an academic becomes a stock picker? Tune in to find out... DISCLAIMER: I am not a registered financial advisor. All views mentioned on this show are my own and should not be construed as financial advice. Please do your own due diligence prior to investing.