The Stock Doctor: Recent Episodes
Dr Vinay Utham
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:
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The impact of Fed's recent rate cut decision,
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The Fed's independence and its impact on Markets, and
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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!
On this week's episode of The Stock Doctor Podcast, I discuss:
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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,
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The horrible Q1 Earnings delivered by India Inc., and What It Means for Investors, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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Why US Fed Officials Are in a Dilemma thanks to conflicting inflation reports,
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Why PM Modi's GST 2.0 Mega Reforms are Set to Turbocharge the Indian Economy, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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Why US Markets Continue to Set Record Highs despite economic uncertainties continuing to persist,
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Why I don't think the 50% Tariff pain on India isn't going to be as bad as markets think, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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The July sales numbers of the Indian automakers and what they mean for auto investors, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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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,
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Why Indian investors need to look more carefully at the latest economic data, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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The Strong Start to the US Earnings Season,
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The Implications if the Fed Loses Its Independence,
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An Update on the India-US Trade Talks, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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The Implications of President Trump's new tariff policies,
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What the 'Big Beautiful Bill' Means for Investors,
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Why Indian Auto Investors Should be Concerned, and
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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.
After a 2-week break, The Stock Doctor Podcast is back! On this week's episode, I discuss:
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The growing divergence seen between US consumers and US investors,
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The current status of President Trump's 'Big Beautiful Bill,'
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Why RBI's growth-inducing moves are yet to have any impact, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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The Myriad of Uncertainties Facing US Investors this Summer,
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How RBI's latest move can turbocharge the Indian Economy,
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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.
On this week's episode, I discuss:
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The latest twists & turns related to President Trump's tariff policies & Nvidia's Blowout Quarterly Numbers,
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The May Sales of Indian Automakers, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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Why investors should be worried about the rising US fiscal deficits,
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Why the Indian growth story remains intact, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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The progress being made on President Trump's "Big Beautiful Tax Bill" and its Impact on Investors,
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How cooling inflation data in India bodes well for India's economic growth, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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The US-China temporary agreement that brought back the "Buy America" trade,
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What the historic UK-India Free Trade Agreement means for Indian investors,
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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.
On this week's episode of The Stock Doctor podcast, I discuss:
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How solid earnings from Microsoft & Meta gave investors a much-needed distraction from tariff uncertainties,
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The April sales data of Indian automakers, and
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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.
On this week's episode of The Stock Doctor podcast, I discuss:
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How a change in rhetoric from the Trump Administration on the Fed and China brought joy to the US markets,
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Why FIIs are making a comeback to Indian markets with a bang,
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Why the hatred for Nvidia (ticker: NVDA) makes no sense to me
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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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How the threat to Fed's independence has become the latest headache for US Investors,
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Investors seem to be warming up to Indian markets once again,
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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The crazy rollercoaster ride experienced my US investors as President Trump reversed his recriprocal tariffs,
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Whether the reversal of reciprocal tariffs gives a greenlight to Indian investors,
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Why the rampant selling in Adobe (ticker: ADBE) offers a buying opportunity for 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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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The impact from President Trump's 'Liberation Day' tariffs on the U.S. markets, the U.S. economy, and the rest of the world,
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How Indian automakers finished FY25 as well as their March sales,
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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Whether President Trump's tariff policies and negative investor sentiment implies American exceptionalism is dying,
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How Indian markets fared in FY25 and what investors should expect in FY26,
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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How President Trump's tariffs are re-shaping the Federal Reserve's decision-making,
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Why Elon Musk teaming up with both Mukesh Ambani and Sunil Mittal is a blessing for Rural India, and
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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.
On this week's episode of The Stock Doctor podcast,
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I discuss the state of the U.S. consumer during this time of economic uncertaity in the U.S. markets,
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The latest economic data, including February's inflation report, which suggests that the Indian growth story remains intact,
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Why I am just not feeling confident on Microsoft (ticker: MSFT) anymore
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.
On this week's episode of The Stock Doctor podcast, I discuss:
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The way forward for US investors amidst all the volatility brought about by tariff uncertainty,
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The February sales numbers of Indian automakers,
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Why investors' "obsession" with AVs being a threat to UBER needs to stop
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.
On this week's episode of The Stock Doctor podcast, I discuss:
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How U.S. markets reacted to a week dominated by Nvidia's Q4 earnings and President Trump's tariff plans,
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Why the bloodbath seen in Indian markets presents a long-term buying opportunity, and
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Progress made by Starbucks under new CEO Brian Niccol
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.
On this week's episode of The Stock Doctor podcast, I discuss:
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Why US Consumers Have Become More Pessimistic About the Economy,
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Whether the worst is over for the Indian Economy, and
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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.
On this week's episode of The Stock Doctor podcast, I discuss:
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The January US Inflation data, President Trump's tariff plans, and its implications for the US Markets,
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Why the RBI must be thanking its stars based on January's Inflation Report in India, and
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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.
On this week's episode of The Stock Doctor podcast, I discuss:
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The January U.S. Jobs Report and it's Implications for the Fed's Interest Rate policy,
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The January sales numbers of Indian automakers,
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Why its time to stop obsessing over JPMorgan CEO's Retirement party
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.
On this week's episode of The Stock Doctor podcast, I discuss:
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How the DeepSeek AI saga demonstrated just how irrationally exuberant US investors were,
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The key takeaways from Budget 2025 and which stocks stand to benefit,
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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.
On this week's episode of The Stock Doctor podcast,
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I discuss how President Trump's policies could affect the Fed's thinking in the coming months,
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Why the Bharat Mobility Expo Could be a Turning Point for India's EV revolution, and
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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.
On this week's episode of The Stock Doctor Podcast, I discuss:
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The latest US CPI report and its implications for the Fed and Investors,
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Whether you should be concerned about the long-term growth story of India, and
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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.
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:
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The December US Jobs Report and What It Means for The Fed and investors,
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The December sales numbers of Indian automakers, and
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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.
On the final episode of 2024, I discuss:
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The November US Jobs Report and What It Means for The Fed,
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The November sales numbers of Indian automakers, and
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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.
On this week's episode of The Stock Doctor podcast, I discuss:
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How Trump's Tariff threats and Inflation dominated a holiday-shortened trading week in the US ,
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Why there's a lot more than meets the eye when it comes to India's latest GDP data
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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.
On this week's episode of The Stock Doctor podcast, I discuss:
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The absurdity surrounding the crazy expectations investors have from Nvidia, as seen by the reaction to its latest earnings report,
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Why Food Inflation is not the only problem that the RBI has to deal with, and
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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.
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.
On this week's episode, I discuss:
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How Trump completely overshadowed Fed Chair Powell in the US markets,
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What is actually going on in the Indian equity markets,
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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.
On this week's episode, I discuss:
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The key takeaways from the Big Tech Earnings as well as the latest US jobs report and what it means for the Fed
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The October sales numbers of the Indian automakers
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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.
On this week's episode, I discuss:
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The key takeaways from the Q3 earnings of The Big Banks ahead of a Week of Reckoning for Big Tech,
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The September inflation report from India
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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.
On this week's episode, I discuss:
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The Final inflation report before the US elections and what it means for the Fed and the markets;
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The latest decision made by RBI's Monetary Policy Committee and what it means for Indian investors;
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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.
On this week's episode, I discuss:
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The blockbuster September US Jobs Report, which brought so much joy to the markets;
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The September sales numbers of Indian automakers and why investors in India's two wheelers should be happy;
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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.
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/
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!
This week, on Episode 98 of The Stock Doctor podcast:
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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;
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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;
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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!
This week, on Episode 97, of The Stock Doctor podcast:
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I discuss the inflation and other key economic data coming out from the US and India, and what it could mean for their investors;
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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!
On Episode 96 of the Stock Doctor Podcast, I discuss:
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The crazy roller coaster ride that investors experienced in the US markets
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The key developments from the latest meeting of the RBI-led Monetary Policy Committee
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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!
On Episode 95 of the Stock Doctor Podcast, I discuss:
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The weak US economic data and what it means for the Fed and the markets;
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The earnings from Microsoft, Amazon, and Meta and what it means for the AI trade
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The July sales numbers of Indian automakers
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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!
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!
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!
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!
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!
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!
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!
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!
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!
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!
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!
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!
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!
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 suggestionfor 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!
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 suggestionfor 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!
Belated Easter Wishes to the Stock Doctor Family! This week, I discuss the shift in investor sentiment in the US markets due to uncertainties surrounding interest rate cuts, a fantastic year for Indian Automakers, and why despite the market sentiment, I continue to believe that Adobe can be an AI beneficiary.
P.S: If you have a specific Indian or US stock suggestionfor the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. The doctor's travelling next week, so see you in 2 weeks. Until then, stay safe and make some money!
This week, I take a deep-dive analysis on the inflation data coming out of the US and India, and also argue how Oracle can be a beneficiary of the AI revolution!
P.S: If you have a specific Indian or US stock suggestionfor the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. The doctor's travelling next week, so see you in 2 weeks. Until then, stay safe and make some money!
This week, I dissect the testimony offered by Fed Chair Jerome Powell to the US Congress and the latest US Jobs Report, I analyse the latest Fuel Consumption data and why it's good news for the Indian Economy, and I argue why Domino's is good (both the pizza and the stock).
P.S: If you have a specific Indian or US stock suggestionfor 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!
This week, I discuss the latest US inflation data and why the Fed prefers this metric compared to CPI data, the blockbuster sales growth for Indian automakers in February, and why I am bullish on Salesforce and its AI tools for the long-term.
This week, I discuss the impact of Nvidia's earnings that made investors forget about everything, including the Fed; I talk about what went wrong with India's tech darlings Paytm and Byju's; and I dissect the latest earnings report of Palo Alto Networks.
P.S: If you have a specific Indian or US stock suggestionfor 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!
This week, I do a deep-dive analysis on the latest inflation data coming from both the US and India, and I also dissect Uber Technologies (ticker: UBER) on the back of a memorable Investor Day and yet another blockbuster Earnings Report.
P.S: If you have a specific Indian or US stock suggestionfor 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!
This week, I dissect the US market rally and analyse whether the rally makes sense, I talk about the blockbuster January sales figures of Indian automakers, and why I believe that Delta Air Lines could be a great long-term investment.
P.S: If you have a specific Indian or US stock suggestionfor 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!
On this week's episode I discuss the December inflation data for both the US and India, and analyse how the respective central banks are likely to proceed in the future, and also do a deep dive analysis on Lululemon Athletica.
P.S: If you have a specific Indian or US stock suggestionfor 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!
Happy New Year everyone! On the first episode of 2024, I talk about the December Jobs Report, the amazing year that Indian Autos had, and Nike's Q2 Earnings.
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
In the final episode of 2023, I discuss the latest US Jobs Report and what it means for the Fed and the Economy, the November sales figures of Indian automakers, and also do a deep-dive on Foot Locker's Q3 Earnings Numbers.
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. Have an amazing last few weeks of 2023, Merry Christmas, and I will seeyou all in the New Year. Until then, stay safe and make some money!
This week, I discuss the boardroom drama surrounding ChatGPT parent OpenAI, talk about the latest developments in the Indian telecom sector, and discuss Lowe's Q3 earnings.
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I talk about what the latest inflation data means for the U.S. markets going into Christmas, the impact of RBI's latest regulatory move on unsecured loans, and dissect the Q3 numbers of Home Depot.
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you in 2 weeks! Until then, stay safe and make some money!
This week, I talk about the latest comments on inflation from Fed Chair Jerome Powell, dissect the October sales numbers of Indian automakers, and do a deep dive analysis on Uber's Q3 earnings results.
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you in 2 weeks! Until then, stay safe and make some money!
This week, I discuss the record set by the US 10 year yields, offer an insight into how India Inc has fared so far based on Q2 Earnings and why I particularly enjoyed Netflix's latest quarter. P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you in 2 weeks! Until then, stay safe and make some money!
This week, I talk about the key inflation readings both in the U.S. and India, and how their central banks could react to the latest data. I also discuss the quarterly performance of PepsiCo and argue why the company is now on my watchlist!P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I discuss the September Jobs Report and the subsequent reaction from the US Markets, the record-breaking September for Indian Automakers, and why Nike's Q1 Performance Suggests that the Company Might be Finally Turning a Corner!P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I discuss the unwanted records set by US Treasury Yields as a consequence of some timid economic data, how the mania seen in Renewables sector could hit the Construction Sector soon, and why I just continue to absolutely love Lululemon Athletica and its stock! P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
The Stock Doctor Turned 2 Ladies and Gentlemen! On this 2nd anniversary special episode, I am joined by one of UK's prominent tech fund managers, Mr William de Gale of BlueBox Asset Management. Catch my full interview with Mr de Gale as we delve into the world of technology stocks, IPOs, and cryptocurrencies! P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
In the final episode of the summer, I talk about the latest shock to U.S. markets in the form of Fitch's downgrade of U.S. debt, the July auto sales numbers of Indian automakers, and dissect Netflix's second quarter numbers
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I talk about the Fed's latest decision on interest rates and how it could affect the markets, I provide you with an update on how India's plans to transition to net-zero are going, and talk about why I am finally starting to like Nike.
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I talk about the NASDAQ's best run since 1983, Apple's remarkable rise to $3 trillion market cap and where it goes from here, how the Indian automakers performed in June, and why I continue to stay away from FedEx Corp.
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you in two weeks as I take next week off due to family commitments! Until then, stay safe and make some money!
This week, I talk about how the markets appear to be finally taking Fed Chair Powell seriously, how El Niño could spoil India's growth party, and why Adobe could be one of the biggest beneficiaries of the AI revolution!
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I analyse the Fed's decision to pause interest rates and the glaring disconnect between expected market reaction and the actual reaction from the markets post the Fed decision, I talk about the chances of India being a global leader in green hydrogen production, and argue why it's time for Netflix to go all in on Sports Broadcasting.
This week, I talk about Apple's first product launch in nearly a decade, how RBI is impressively navigating India's inflation scenario, and why LULU's business model is paying off, especially in China.
P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I talk about how the U.S. debt ceiling saga unfolded, the monster U.S. jobs report data, the May sales of Indian automakers, and Walmart's impressive Q1 performance. P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I shift my focus from the Fed to the U.S. Debt Ceiling Drama (don't forget to bring your popcorn), I discuss the latest developments and drama surrounding India's FAME-II EV incentive scheme, and a new stock enters the Doctor Dissects segment. P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I talk about how inflation is doing in both U.S. and in India and argue why Uber continues to remain undervalued despite a huge upside in the stock this year. P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
I am back, ladies and gentlemen, from my holiday! And with me, I bring a new episode. This week, I talk about the main highlights of the U.S. economy, ranging from the failure of yet another U.S. regional bank to the Fed's rate decision, I talk about Indian autos' April sales numbers, and also argue why General Motors deserves more love from the markets. P.S: If you have an Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!
This week, I talk about what a crazy first quarter it was for the markets, the blockbuster year experienced by Indian automakers, and why Lululemon caught my attention. P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. I am off this month to spend time with my family, so see you in May! Until then, stay safe and make some money!
This week, I talk about the banking crises, the Fed's interest rate decision, and why Treasury Secretary Janet Yellen had the last say on Inflation vs. Banking Crises. I also talk about the multiple cost pressures facing Indian automakers and why it's time to look at Ferrari as not just a Formula One team. P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you again next week! Until then, stay safe and make some money!
The Stock Doctor hits 50 episodes! Who better to celebrate it with than the man who is educating investors across the world on the importance of being financially literate. That's right, back once again by popular demand this week is none other than Gabriel Shabat, the man behind the popular podcast YZ Up (https://www.buzzsprout.com/2032898)!
Catch my explosive interview with Gabriel on this special episode where we discussed about Fed Chair Jerome Powell, the state of the U.S. Economy, and the importance of being financially literate prior to investing in the markets.
About Gabriel:
Gabriel is a market analyst and commentator who has been tracking the U.S. markets for 8 years, He hosts a finance podcast called "YZ Up," dedicated to boosting financial literacy.
I am backkk!!! After a long, extended break, the Stock Doctor is back! This week, I discuss the potential implications of next week's U.S. jobs report, the Feb sales of Indian automakers, and why Valuation is once again a stumbling block for cybersecurity leader Palo Alto Networks. P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you again next week! Until then, stay safe and make some money!
On the first episode of 2023, I discuss why I think the Federal Reserve is about to make another policy error, the December sales numbers of Indian Autos, and why, despite a strong quarter, I still don't like Nike's stock. P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you again next week! Until then, stay safe and make some money!
In the final episode of 2022, I discuss the November inflation data and the Fed's subsequent reaction, the impact of the Specialty Steel PLI Scheme on Indian Steel sector, and why Delta Airlines is my top pick for 2023. P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and as I close out 2022, I want to thank you all for all the love and support given to this show! See you all again in 2023! Until then, stay safe and make some money!
This week, I talk about the U.S. Producer Price Index data and how it has thrown a spanner in the works ahead of next week's inflation data, how Indian automakers are ending 2022 on a high, and whether the pullback in Salesforce stock is worth looking into. P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you next week. Until then, stay safe and make some money!
This week, I talk about the minutes of the latest Fed meeting, why I remain positive on India's renewable energy situation, and why Valuation continues to be my only concern when it comes to best-in-class Palo Alto Networks.
P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you next week. Until then, stay safe and make some money!
This week, I talk about the latest U.S. inflation data, the reason behind India's strong credit growth, and why Uber should be appreciated more!
P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you next week. Until then, stay safe and make some money!
This week, I talk about whether the Federal Reserve is getting predictable, how October was a fabulous month for Indian autos, and why the bloodbath in Alphabet's stock presents a great opportunity to invest!
P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you next week. Until then, stay safe and make some money!
This week, I examine how companies have performed so far as Q3 earnings season shifts gears, how Reliance Industries fared in the second quarter, and why I am finally a fan of Netflix stock.
P.S: If you have a Indian or U.S. stock for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you listening and see you next week. Until then, stay safe and make some money!
This week, I discuss the impact of the red-hot September CPI data on the markets, the Adani vs. Birla battle in the cement space, and why Delta Airlines, in my opinion, is just a phenomenally run company.
This week, I talk about the September U.S Jobs Report and why it doesn't bring any joy to investors, the Indian autos' impressive September sales, and why I think Nike management is making the same mistake again.
P.S: If you have a specific Indian or U.S. stock suggestion for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. Until then, stay safe and make some money!
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.
On this week's episode, I discuss why I am not buying the Fed's current rhetoric, the intriguing decoupling that's taking place between Indian and U.S. equity markets, and Why FedEx Corp is becoming a bad example of his quality corporate governance.
P.S: The Stock Doctor joined Twitter recently. Give a follow @stockdocpod. If you have a specific Indian or US stock suggestion for the doctor to diagnose and dissect, do tweet me @stockdocpod or email me on thestockdoctorpodcast@gmail.com. The Doctor's off next week, so see you in two. Until then, stay safe & make some money!
The Stock Doctor Turns One! And on this special occasion, I decided to create a special episode. For the first time on this show, we have a guest! And it's Gabriel Shabat of Shabat Media LLC.
On this special episode celebrating the 1 year anniversary of the Stock Doctor, catch my full interview with Gabriel where we discussed the U.S. Inflation, what Fed Chair Jerome Powell should do going forward, and what lies ahead for the markets in the coming weeks.
About Gabriel: Gabriel is a market analyst and commentator who has been tracking the U.S. markets for 8 years. He hosts a finance podcast called "YZ Up", dedicated to boosting financial literacy. He has also been a contract member of the instructional staff at Boston University since March 2021.
This week, I talk about the U.S. Jobs Report and the state of the U.S. labour market as we approach the September curse, the strong performance of the Indian autos and why its performance in China makes me love Lululemon.
P.S.: If you have a specific Indian or U.S. stock suggestion for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com.
This week, I discuss the strong words from Fed Chair Jerome Powell that rattled markets, how there's much to smile for India's banks, and why Palo Alto Networks is a company to watch despite being priced for perfection.
P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com
This week, I discuss how the markets may gotten ahead of themselves while interpreting the Fed's next move, how the entry of Mahindra & Mahindra and Ola Electric should make India's 4-wheeler EV space exciting, and why there's still value in investing in Alphabet even in this market.
This week, I dissect the U.S. inflation data and its impact on the markets, the July auto sales numbers of the Indian autos, and I talk about why Uber continues to remain one of my top picks. DISCLAIMER: My family and/or I own shares of UBER.
This week, I give my take on the Fed's decision to hike interest rates by 75 bps and Fed Chair Jerome Powell's surprising comments during his press conference, I talk about how India's 5G auction played out, and also provide you with an update on General Motors on the back of its earnings season.
This week, I am back with an episode where I talk about how its a week of reckoning for the likes of Alphabet and Meta and for the Indian telecom sector. I also discuss why there's much to be loved about the maker of Barbie dolls.
This week, I discuss the new twist in the Elon Musk vs. Twitter saga, the implications of the U.S. Jobs report, what Adani's entry into the Telecom space means for the entire sector, and why Levi Strauss deserves lots of love.
This week, I discuss how we are finally starting to see the impact of Fed's rate hikes on the overall economy, in the form of earnings downgrade. I also discuss the June sales of Indian automakers and revisit Nike and dissect potential as an investment.
This week, I discuss the market rally witnessed last week, the threat facing India's EV revolution, and the long-term investing potential of FedEx Corp.
Additional Information You can register for FedEx's Investor Day taking place on June 29th using this link: https://www.investorsmeeting.fedex.com/home/default.aspx
This week, I discuss the Fed's decision to hike interest rates by 75 bps, the Indian government's plans for 5G spectrum auctions, and an update on Nvidia.
DISCLAIMER: My family and/or I are LONG NVDA.
This week, I discuss how rising inflation is tormenting investors in both the U.S. and Indian equity markets and why Uber remains one of my top picks for the long-term.
It's great to be back! Apologies for the slightly-longer than expected hiatus, got caught up with some time-sensitive commitments.
This week, I talk about the comments from Jamie Dimon and Elon Musk regarding the economy, I discuss the May auto sales numbers, and I talk about the challenges facing General Motors.
Happy Easter everybody! This week, I talk about the Elon Musk's "bizarre" bid for Twitter, the earnings of Indian IT giants TCS and Infosys, and also give you an update on Delta Airlines.
This week, I give my opinion on whether the ultra-aggressive approach from the Federal Reserve is warranted for, I talk about the mega-merger that everyone's talking about in India, and I provide an update on whether Levi Strauss is a worthy investment.
This week, I discuss all the major economic data released last week and how it impacts the Federal Reserve's decision to hike interest rates, I talk about how Indian automakers are showing a glimmer of resilience, which bodes well for the future, and I dissect U.S. Steel Manufacturer, Nucor Corp.
This week, I talk about the comments made by Fed Chair Jerome Powell, about tech's new acronym MANGO, how India's fuel retailers and FMCG companies are suffering as a result of Russia-Ukraine war, and whether Nike is a good long-term investment at current levels.
This week, I talk about how the impact of the Ukraine-Russia Conflict on the markets has intensified, the disappointing February sales numbers of Indian automakers, and why Ford Motor is worth taking another look at. P.S: The Stock Doctor is off for next week and so, there will be no episode next week. See you in two weeks!
DISCLAIMER: My family and/or I own shares of General Motors, Harley Davidson, and Hero MotoCorp. My family and/or I may initiate a LONG position on Ford Motor in the next 72 hours. Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.
This week, I talk about why the Russia-Ukraine conflict is more worrying for Indian markets and not the U.S. markets and why Palo Alto Networks, despite being a great company with great long-term prospects, is not a buy at current levels.
This week, I talk about how markets only care about how the Russia-Ukraine crisis is going to unfold, how despite some positive update, investors should tread with caution when it comes to India's banking sector, and why Nvidia is a company that should be mentioned in the same breath as the Big Tech.
DISCLAIMER: My family and/or I own shares of SBI, ICICI Bank, HDFC Bank, Axis Bank, Microsoft, and Nvidia. Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.
This week, I discuss the impact of the record inflation data and the tensions between Russia and Ukraine on the stock markets, how the Indian stock markets are witnessing the emergence of retail investors, and whether Uber is on its way to be a Super App.
This week, I discuss how the markets lost it last week while reacting to earnings from Meta and Amazon, how India's Budget 2022 will be a catalyst for growth, and why investors should start to look beyond the EV strategy of General Motors.
DISCLAIMER: My family and/or I own shares of General Motors and Tata Steel. Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.
This week, I talk about what impact the Federal Reserve's decision to hike rates had on the markets, what I hope to see in India's upcoming Budget, and whether its time to reconsider McDonalds after its recent quarterly performance.
DISCLAIMER: Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.
On this week's episode, I discuss the brutal, indiscriminate selling witnessed last week on Wall Street, how India's heavyweights Reliance Industries and ICICI Bank continue to deliver strong performances consistently and why the selloff in Goldman Sachs looks overdone.
DISCLAIMER: My family and/or I own shares of Reliance Industries, ICICI Bank, Goldman Sachs, and Microsoft. Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.
Happy New Year everyone! On this first episode of 2022, I discuss the earnings of JP Morgan, Citigroup, and Wells Fargo and what it means for the Financials in general, the recent developments in the India's EV and Telecom sectors, and why Delta Airlines continues to be an excellent long-term investment.
DISCLAIMER: My family and/or I own shares of Goldman Sachs, Reliance Industries. My family and/or I may initiate a LONG position in Delta Airlines and Citigroup in the next 72 hours.
In the final episode of 2021, I discuss how the selloff in the Big Tech as a result of Omicron and Fed Chairman Powell's remarks can't be justified, how the tariff hikes are a blessing for the Indian telecom sector and why Salesforce is still very much a force to be reckoned with.
On this week's episode, I discuss whether the arrival of the new Covid variant Omicron means doomsday for the markets and the economy, the abandoned $15 billion deal between Reliance and Aramco, and why Chinese EV maker Xpeng Motors could be a great alternative to Tesla.
DISCLOSURE: My family and/or I own shares of Reliance Industries, Xpeng Motor, and Goldman Sachs.
This week, I discuss how the markets are factoring in numerous uncertainties, how India's red-hot IPO market just welcomed a party-pooper, and why Goldman Sachs could be an attractive long-term investment at current levels.
This week, I discuss the impact of record inflation on the markets, how India managed to get a huge win at the recently concluded COP26 summit, and why, in my opinion, Rivian Automotive is not just another EV player.
This week, I discuss how the markets have brushed aside all the noise of a downturn thanks to some major developments in the fight against Covid, how the chip shortages continue to hamper the sales of Indian automakers and why Uber could finally be starting to deliver for long-term investors!
In this special episode of the Stock Doctor, I discuss Tesla's rise to $1 trillion, how FAANG stocks have been replaced by the MAMA ANT stocks, and why this company not only makes great burgers but is also a great long-term investment, just not at current levels!
This week, I discuss the contrasting fortunes of Netflix and Snap, how two heavyweights Reliance Industries and Asian Paints performed this quarter, and why this U.S. car retailer is an exciting long-term investment.
This week, I discuss the blockbuster earnings reported by all the major U.S. banks, the positive developments brewing at Tata Group's 2 major subsidiaries and an airline whose long-haul travels might be good for those who invest for the ""long-haul!
In this week's episode, I talk about the latest of Facebook's "troubles" and whether anything can be done, how India's two richest men are battling in the renewables space, and whether this jeans manufacturer is a right fit for you.
In a brand new episode of the Stock Doctor, I discuss the impact of the September Curse for the US markets, the Indian auto sector's September Sales and whether this Used Car Retailer has Maxed Out.
In a brand new episode of the Stock Doctor, I discuss the wild ride experienced by U.S. equity investors, a historic milestone for Sensex, and why I like Ford and Jim Farley.
In the first ever episode of the Stock Doctor, the Doctor discusses the new iPhone, the historic space mission by SpaceX, a major relief package for the Indian telecom providers, and a deep-dive analysis of General Motors. Enjoy!
In this episode, I talk a little bit about who I am and what I do and also take you through what to expect from the Stock Doctor.