The Stock Doctor

By Dr Vinay Utham

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Category: Investing

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Episodes: 127

Description

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.

Episode Date
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
May 13, 2025
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
May 06, 2025
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
Apr 29, 2025
Episode 124 – Trump vs Powell Takes a Dark Turn, Are Indian Markets Back in Vogue, and Why FedEx Management Continues to Confound Me
Apr 22, 2025
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
Apr 15, 2025
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
Apr 09, 2025
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
Apr 01, 2025
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
Mar 25, 2025
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
Mar 18, 2025
Episode 118 – Trump’s Tariffs Bring a Whole New Meaning to Volatility, Indian Auto Sales Ease Off the Gas, and the Uber Conundrum
Mar 11, 2025
Episode 117 – Not Even Nvidia Can Outmatch President Trump, Bloodbath at Dalal Street Despite Positive GDP Data, and What to Make of Starbucks
Mar 04, 2025
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
Feb 25, 2025
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
Feb 16, 2025
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
Feb 10, 2025
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
Feb 04, 2025
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
Jan 26, 2025
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
Jan 19, 2025
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
Jan 12, 2025
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
Dec 08, 2024
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
Dec 01, 2024
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
Nov 24, 2024
Episode 106 - My Interview with Charles Sunnucks of Oldfield Partners
Nov 17, 2024
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
Nov 10, 2024
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
Nov 03, 2024
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
Oct 27, 2024
Episode 102 – US Inflation Shows Its Wonkiness, RBI Opens Door for Rate Cuts, and Why There’s No Stopping Nvidia
Oct 13, 2024
Episode 101 - US Jobs Report Raise Hopes of Soft Landing, September Belonged to India's Two Wheelers, and why Walmart Continues to Shine
Oct 06, 2024
100th Episode Special: My Interview with Dr Ryan Lemand of Neovision Wealth Management
Sep 22, 2024
Episode 99 – Why the Time has Come to Focus on Uber’s AV Moves
Sep 08, 2024
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
Aug 25, 2024
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
Aug 18, 2024
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
Aug 11, 2024
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
Aug 04, 2024
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
Jul 28, 2024
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
Jul 21, 2024
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
Jul 14, 2024
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
Jul 07, 2024
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
Jun 30, 2024
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
Jun 23, 2024
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
Jun 16, 2024
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
Jun 09, 2024
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
Jun 02, 2024
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
May 26, 2024
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
May 19, 2024
Episode 83 – Corporate Earnings Come to the Markets’ Rescue, Indian Automakers Start New Fiscal Year with a Bang, and Why Investors Have Misunderstood Netflix
May 12, 2024
Episode 82 – Mag Seven’s Week of Reckoning, RBI Minutes Confirm Worries on Food Inflation, and why I See An Opportunity in Nike
Apr 21, 2024
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
Apr 14, 2024
Episode 80 – Investor Enthusiasm Takes a Breather Due to Rate Cut Worries, Indian Automakers End FY24 on a High, and why I Believe Adobe Can Still be an AI Beneficiary
Apr 07, 2024
Episode 79 – Inflation Remains Sticky in the US and India and why Oracle Could be an AI Beneficiary
Mar 17, 2024
Episode 78 – Powell’s Testimony and the US Jobs Report Give Green Light for Rate Cuts, India’s Fuel Consumption Data Shows Offers Evidence of Strong Economic Growth, and Why I am a Fan of Domino’s
Mar 10, 2024
Episode 77 – US Inflation Heads in the Right Direction as All Eyes Turn to the Fed, Indian Automakers Sustain Their Sales Growth, and Why I am Bullish on Salesforce and its AI Efforts
Mar 03, 2024
Episode 76 – This is Nvidia’s World and Even the Fed is just Living in It, What Has Gone Wrong with India’s Tech Darlings, and why Palo Alto Networks Deserves More Praise
Feb 26, 2024
Episode 75 – Inflation Data in the US Kills Irrational Exuberance Regarding Rate Cuts, India’s Inflation Moderates But Risks Remain, and Uber Attains Maturity Status
Feb 18, 2024
Episode 74 – US Markets Continue to Party on The Back of a Robust Earnings Season, Indian Autos Start the New Year with a Bang, and why Delta Air Lines has all the Reasons to Fly High
Feb 11, 2024
Episode 73 – Inflation Data in the US and India Suggests Central Banks’ Strategies Are Going According to Plan and an Update on Lululemon Athletica
Jan 14, 2024
Episode 72 – Markets Start the New Year with a Whimper, Indian Automakers end 2023 on a High, and my Take on Nike’s Q2 Earnings
Jan 07, 2024
Episode 71 – Jobs Data Shows that U.S. Labor Market Remains Strong, Indian Automakers Set to End the Year on a High, and my take on Foot Locker’s Q3 Earnings
Dec 10, 2023
Episode 70 – Drama Surrounding ChatGPT Takes Centre Stage During Thanksgiving Week, Ambani vs Mittal Set to Hit the Space, and my take on Lowe’s Q3 Earnings
Nov 26, 2023
Episode 69 - Fed on Track to Win Inflation Battle, RBI's New Rule Likely to Affect NBFCs, and My Take on Home Depot's Q3 Earnings
Nov 19, 2023
Episode 68 - Powell Remains Unconvinced About Inflation, Indian Autos Clock Yet Another Month of Record Sales, and my Take on Uber's Q3 Earnings
Nov 12, 2023
Episode 67 - The US 10-Year Yield Makes a Roaring Comeback, A Snapshot of India Inc's Q2 Earnings So Far, and What I Learnt from Netflix's Q3 Numbers
Oct 22, 2023
Episode 66 - Inflation Growth Moderates in Both the U.S. and India but Slow Growth is Still Growth and Why It Might be a Good Time to Look at PepsiCo
Oct 15, 2023
Episode 65 - Reaction to US Jobs Report Show How Crazy Markets Can Be, Indian Autos are Smashing Records En-Route to Festive Season, and Why Nike Could Be Turning a Corner
Oct 08, 2023
Episode 64 – US Treasury Yields Reach Record Levels Thanks to Scary Economic Data, India’s Renewables Mania Could Hit Construction Sector Soon, and why Lululemon Athletica Continues to Astound Me
Oct 01, 2023
2nd Anniversary Special: My Interview with William de Gale of BlueBox Asset Management
Sep 24, 2023
Episode 62 – U.S. Debt Gets a Downgrade, Indian Autos Enter Festive Season on a High, and Dissecting Netflix’s Sports Strategy
Aug 06, 2023
Episode 61 – Powell’s Poker Face Isn’t Fooling Anyone, An Update on India’s Renewable Energy Transition, and why I am changing my tune on Nike
Jul 30, 2023
Episode 60 – Nasdaq Has the Best Run Since 1983, Apple Closes at Above $3 trillion, Indian Auto Sales Show Moderating Growth, and Why I Remain Unconvinced About FedEx
Jul 02, 2023
Episode 59 – Powell Reiterates His Hawkish Message, Could Subpar Monsoons Disrupt the Indian Economy, and why Adobe is a Big Winner of the AI Revolution
Jun 25, 2023
Episode 58 – Markets Think the Fed is Bluffing, India’s Potential to be World Leader in Green Hydrogen, and why Netflix should go All In on Sports Broadcasting
Jun 18, 2023
Episode 57 – Jobless Claims Data Point to a Fed Pause, Apple’s Key to Unlocking VR, More Decisiveness from RBI, and why Lululemon Continues to Impress Me
Jun 11, 2023
Episode 56 – Markets Cheer Debt Ceiling Resolution, Indian Autos’ Sales in May Are a Mixed Bag, and my Take on Walmart’s Q1 Earnings
Jun 04, 2023
Episode 55 – From Fed’s Interest Rates Roulette We Move to Debt Ceiling Drama, why India’s EV space could be in for a shock, and my take on Home Depot’s grim Q1 Earnings
May 21, 2023
Episode 54 - U.S. Inflation Cools Off but Economic Uncertainty Remains, RBI winning the inflation battle in India, and why despite a 50% rise in the stock, I continue to remain invested in Uber
May 14, 2023
Episode 53 – First Republic and the Fed Leave Markets in a Nervous Wreck, Indian Autos’ Continue their Upward Trend Despite Obstacles, and why GM’s Valuation Needs a Lift-Off
May 07, 2023
Episode 52 – Markets End the Quarter on a High, Indian Autos’ Blockbuster FY23, and why Lululemon Stands Out Among Its Peers
Apr 03, 2023
Episode 51 - Secretary Yellen Trumps Jerome Powell, Indian Automakers Face Multiple Cost Pressures, and why Ferrari can Dazzle Even Outside Formula One
Mar 26, 2023
50th Episode Special: My interview with the returning Gabriel Shabat
Mar 13, 2023
Episode 48 - Why Feb's U.S. Jobs Report Could Be Pivotal, Indian Autos' Feb Sales Shows Things in the EV Armour, and why Palo Alto Networks' Valuation is a Stumbling Block (Again)
Mar 05, 2023
Episode 47 - Fed About to Make Another Policy Error, A Mixed Bag Ending for Indian Autos' Blockbuster 2022, and Is Nike's Stock Sending You the Wrong Message?
Jan 08, 2023
Episode 46 - The Fed Teases a Hard Landing in 2023, Specialty Steel PLI Scheme Should Boost Indian Steel Players, and why Delta Airlines is my top pick for 2023!
Dec 19, 2022
Episode 45 - Inflation is Not Going Away Easily, Indian Autos Party in November, and is Salesforce a Buy at These Levels?
Dec 11, 2022
Episode 44 - Fed Minutes Point to Slower Rate Hikes, an Update on India's Energy Situation, and why Palo Alto Networks Should Still be on your Watchlist
Nov 27, 2022
Episode 43 - Further Evidence of U.S. Inflation Cooling, Indian Banks' Display Strong Credit Growth, and Why Uber Remains One of My Favourite Picks
Nov 13, 2022
Episode 42 - Fed Tries to Shake Off Its Predictability, Diwali Fireworks for Indian Autos, and an update on Google's Parent Alphabet
Nov 07, 2022
Episode 41 - A 'So-Far-So-Good' Earnings Season, Mixed Quarter For Reliance, and why Netflix is No Longer Just Chilling
Oct 23, 2022
Episode 40 - Inflation Data Leads to Wild Market Volatility, Adani Puts India's Cement Sector Under the Spotlight, and why Delta Airlines Deserves All the Love
Oct 16, 2022
Episode 39 - Jobs Report Point to Continued Fed Aggression, Stellar September for Indian Autos, and why I am disappointed with Nike
Oct 10, 2022
Episode 38 - Is the Fed Bluffing, Are the Indian Markets Decoupled from the U.S. Markets and What is Wrong with FedEx Corp?
Sep 26, 2022
Episode 37 - Anniversary Special Episode: My Interview with Gabriel Shabat
Sep 19, 2022
Episode 36 - Markets End the Summer on a Whimper, Indian Autos' Keep Rolling and China's Love for Lululemon
Sep 05, 2022
Episode 35 - Powell's Strong Message to Markets, Indian Banks Experience Credit Growth, and why Palo Alto Networks should be on your Watchlist
Aug 28, 2022
Episode 34 - The Markets Unnecessarily Poke The Fed, India's EV Race Heats Up, and Why There's Still Value in Alphabet
Aug 21, 2022
Episode 33 - Inflation Eases Off, Indian Autos' Have a Great July, and Has Uber Reached an Inflection Point?
Aug 15, 2022
Episode 32 - Powell's Strategy Becomes Clear, India's 5G Auction Goes As Expected and an Update on General Motors
Aug 01, 2022
Episode 31 - A Week of Reckoning for Big Tech and Indian Telecom and Why There’s Much to be Loved About the maker of Barbie Dolls
Jul 25, 2022
Episode 30 – Elon is the gift that keeps on giving, India’s Battle of Billionaires Part 2, and why I continue to like Levi Strauss
Jul 11, 2022
Episode 29 – Earnings Weakness Await, Indian Autos continue to deliver, and is it time to Just Do It with Nike?
Jul 04, 2022
Episode 28 – A Bear Market Relief Rally, The threat facing Indian EVs, and let’s dissect FedEx Corp
Jun 27, 2022
Episode 27 – A 75 bps Check Raise from the Fed, India’s 5G revolution takes shape, and an Update on Nvidia
Jun 20, 2022
Episode 26 – Inflation Worries Are Back and Uber Deserves Some Love
Jun 12, 2022
Episode 25 – Elon’s “Bad Feeling,” Dimon’s “Hurricane” Warning, Indian Autos’ Resilience, and the Tricky Path Facing General Motors
Jun 06, 2022
Episode 24 – Elon Makes an Offer, India’s IT Giants deliver a mixed bag of earnings and Delta Delivers Once Again
Apr 17, 2022
Episode 23 – Brainard Becomes a Hawk, the mega-merger transforming the Indian banking sector, and an update on Levi Strauss
Apr 10, 2022
Episode 22 – Economic Data Points to an Aggressive Federal Reserve, Indian automakers starting to show resilience, and this Steel Producer still has room to run.
Apr 03, 2022
Episode 21 – Powell Comes Back into Focus, India’s Fuel Retailers and FMCG Companies Suffer, and is Nike a Good Bet?
Mar 27, 2022
Episode 20 – Impact of Ukraine-Russia Conflict Intensifies, Indian automakers’ February Sales disappoint, and Time to Revisit Ford Motor
Mar 06, 2022
Episode 19 – Russia-Ukraine matters less for the US markets and more for the Indian markets and why this cybersecurity champion is a great long-term buy, just not at current levels
Feb 27, 2022
Episode 18 – Russia-Ukraine is all what the Markets Care, the curious tale of Indian Banking Sector, and a chipmaker that belongs among the Elite
Feb 21, 2022
Episode 17 – Inflation Data and Russia-Ukraine Tensions Rock the Markets, The Power of the Indian Retail Investor, and is Uber on its way to being a Super-App?
Feb 13, 2022
Episode 16 – A Week of Market Insanity, A Growth-Oriented Budget 2022, and what’s “Cruis( e )”ing at General Motors?
Feb 06, 2022
Episode 15 - The Fed Has Spoken, The Doctor’s Budget 2022 "Wishlist", and an Update on the Golden Arches
Jan 30, 2022
Episode 14 - Continued bloodbath on Wall Street, India’s heavyweights continue to deliver, and I reevaluate this bank stock just because it just became cheaper!
Jan 23, 2022
Episode 13 - Tepid Start to Earnings Season, More Good News for India’s EV & Telecom Sectors, and this Airline is so good that I am recommending it again!
Jan 17, 2022
Episode 12 – Omicron & Powell Slam the Big Tech, the ARPU Effect on Indian Telecom, and Salesforce is still a force to be reckoned with
Dec 05, 2021
Episode 11 – Omicron Overshadows Powell, The Reliance-Aramco Conundrum, and the X(Peng) Factor
Nov 29, 2021
Episode 10 – Uncertainty is Back, Paytm Turns Party-pooper, and how is Goldman Sachs’ stock so cheap?
Nov 22, 2021
Episode 9 – Inflation Fears Crush Sentiment, India’s Massive Win at COP26, and Call me Crazy, but I like Rivian!
Nov 14, 2021
Episode 8: Thanksgiving comes early for the markets, Indian Autos’ October Pain, and Is Uber finally starting to deliver?
Nov 07, 2021
Episode 7: Bye-Bye FAANG, Hello MAMA ANT!
Oct 31, 2021
Episode 6: Netflix and Snap, Mixed Results from India’s Titans, and this US Car Retailer gets the Doctor Excited!
Oct 24, 2021
Episode 05: Blockbuster Bank Earnings, The Tata Group Week, and an airline for those who invest for the “long-haul”
Oct 17, 2021
Episode 4: Facebook In "Trouble" (Again), Battle of India's Billionaires, and the Doctor Goes Jeans Shopping
Oct 10, 2021
Episode 3: The September Curse, India's Mixed Auto Bag, and Has CarMax Maxed Out?
Oct 03, 2021
Episode 2: A Wild Ride, the number 60000 and the Farley Factor
Sep 26, 2021
Episode 1: The New iPhone, A Historic Space Mission, and a Painful Recall
Sep 19, 2021
Episode 0: The Origin Story
Sep 19, 2021