On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Myriad of Uncertainties Facing US Investors this Summer, 2. How RBI's latest move can turbocharge the Indian Economy, 3. Why I believe Google parent Alphabet (ticker: GOOGL) deserves more love from investors Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on...
Jun 10, 2025•44 min•Season 1Ep. 131
On this week's episode, I discuss: 1. The latest twists & turns related to President Trump's tariff policies & Nvidia's Blowout Quarterly Numbers, 2. The May Sales of Indian Automakers, and 3. Why Noone is Dethroning Netflix (ticker: NFLX) Anytime Soon Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ...
Jun 03, 2025•46 min•Season 1Ep. 130
On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why investors should be worried about the rising US fiscal deficits, 2. Why the Indian growth story remains intact, and 3. Why I am upgrading JPMorgan Chase (ticker: JPM) Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ...
May 27, 2025•44 min•Season 1Ep. 129
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The progress being made on President Trump's "Big Beautiful Tax Bill" and its Impact on Investors, 2. How cooling inflation data in India bodes well for India's economic growth, and 3. Why It Could be an Opportune time to Book Profits on Dela Air Lines (ticker: DAL) Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doc...
May 20, 2025•38 min•Season 1Ep. 128
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The US-China temporary agreement that brought back the "Buy America" trade, 2. What the historic UK-India Free Trade Agreement means for Indian investors, 3. Why I continue to remain unimpressed with Nike (ticker: NKE) Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or emai...
May 13, 2025•41 min•Season 1Ep. 127
On this week's episode of The Stock Doctor podcast, I discuss: 1. How solid earnings from Microsoft & Meta gave investors a much-needed distraction from tariff uncertainties, 2. The April sales data of Indian automakers, and 3. Why Lululemon Athletica (ticker: LULU) has become collateral damage of the tariff uncertainties Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor t...
May 06, 2025•44 min•Season 1Ep. 126
On this week's episode of The Stock Doctor podcast, I discuss: 1. How a change in rhetoric from the Trump Administration on the Fed and China brought joy to the US markets, 2. Why FIIs are making a comeback to Indian markets with a bang, 3. Why the hatred for Nvidia (ticker: NVDA) makes no sense to 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 @...
Apr 29, 2025•43 min•Season 1Ep. 125
On this week's episode of The Stock Doctor Podcast, I discuss: 1. How the threat to Fed's independence has become the latest headache for US Investors, 2. Investors seem to be warming up to Indian markets once again, 3. Why I have lost faith in FedEx Corp (NYSE: FDX)'s management again. Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or e...
Apr 22, 2025•38 min•Season 1Ep. 124
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The crazy rollercoaster ride experienced my US investors as President Trump reversed his recriprocal tariffs, 2. Whether the reversal of reciprocal tariffs gives a greenlight to Indian investors, 3. Why the rampant selling in Adobe (ticker: ADBE) offers a buying opportunity for 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 ...
Apr 15, 2025•43 min•Season 1Ep. 123
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The impact from President Trump's 'Liberation Day' tariffs on the U.S. markets, the U.S. economy, and the rest of the world, 2. How Indian automakers finished FY25 as well as their March sales, 3. Why I believe Orace (ticker: ORCL) is a great long-term buying opportunity. Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for t...
Apr 09, 2025•54 min•Season 1Ep. 122
On this week's episode of The Stock Doctor Podcast, I discuss: 1. Whether President Trump's tariff policies and negative investor sentiment implies American exceptionalism is dying, 2. How Indian markets fared in FY25 and what investors should expect in FY26, 3. Why the recent weakness in Salesforce is a buying opportunity in my opinion. Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for ...
Apr 01, 2025•46 min•Season 1Ep. 121
On this week's episode of The Stock Doctor Podcast, I discuss: 1. How President Trump's tariffs are re-shaping the Federal Reserve's decision-making, 2. Why Elon Musk teaming up with both Mukesh Ambani and Sunil Mittal is a blessing for Rural India, and 3. Is the beatdown seen in Google parent Alphabet's stock justified? Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to dia...
Mar 25, 2025•48 min•Season 1Ep. 120
On this week's episode of The Stock Doctor podcast, 1. I discuss the state of the U.S. consumer during this time of economic uncertaity in the U.S. markets, 2. The latest economic data, including February's inflation report, which suggests that the Indian growth story remains intact, 3. Why I am just not feeling confident on Microsoft (ticker: MSFT) 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 s...
Mar 18, 2025•43 min•Season 1Ep. 119
On this week's episode of The Stock Doctor podcast, I discuss: 1. The way forward for US investors amidst all the volatility brought about by tariff uncertainty, 2. The February sales numbers of Indian automakers, 3. Why investors' "obsession" with AVs being a threat to UBER needs to 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...
Mar 11, 2025•45 min•Season 1Ep. 118
On this week's episode of The Stock Doctor podcast, I discuss: 1. How U.S. markets reacted to a week dominated by Nvidia's Q4 earnings and President Trump's tariff plans, 2. Why the bloodbath seen in Indian markets presents a long-term buying opportunity, and 3. Progress made by Starbucks under new CEO Brian 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,...
Mar 04, 2025•40 min•Season 1Ep. 117
On this week's episode of The Stock Doctor podcast, I discuss: 1. Why US Consumers Have Become More Pessimistic About the Economy, 2. Whether the worst is over for the Indian Economy, and 3. Why Netflix continues to receive so much love from investors. Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ...
Feb 25, 2025•40 min•Season 1Ep. 116
On this week's episode of The Stock Doctor podcast, I discuss: 1. The January US Inflation data, President Trump's tariff plans, and its implications for the US Markets, 2. Why the RBI must be thanking its stars based on January's Inflation Report in India, and 3. 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 twee...
Feb 16, 2025•41 min•Season 1Ep. 115
On this week's episode of The Stock Doctor podcast, I discuss: 1. The January U.S. Jobs Report and it's Implications for the Fed's Interest Rate policy, 2. The January sales numbers of Indian automakers, 3. Why its time to stop obsessing over JPMorgan CEO's Retirement 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 on ...
Feb 10, 2025•39 min•Season 1Ep. 114
On this week's episode of The Stock Doctor podcast, I discuss: 1. How the DeepSeek AI saga demonstrated just how irrationally exuberant US investors were, 2. The key takeaways from Budget 2025 and which stocks stand to benefit, 3. Why investors should choose FedEx Frieght over FedEx (ticker: FDX) post the spinoff Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, d...
Feb 04, 2025•45 min•Season 1Ep. 113
On this week's episode of The Stock Doctor podcast, 1. I discuss how President Trump's policies could affect the Fed's thinking in the coming months, 2. Why the Bharat Mobility Expo Could be a Turning Point for India's EV revolution, and 3. Why I changed my mind on Salesforce (ticker: CRM) Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay o...
Jan 26, 2025•40 min•Season 1Ep. 112
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The latest US CPI report and its implications for the Fed and Investors, 2. Whether you should be concerned about the long-term growth story of India, and 3. Whether the recent weakness seen in Adobe's stock is an opportunity for Long-Term Investors Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, ...
Jan 19, 2025•39 min•Season 1Ep. 111
Happy New Year everyone! Wish all of you and your families a happy healthy 2025! On the first episode of 2025 of The Stock Doctor podcast, I discuss: 1. The December US Jobs Report and What It Means for The Fed and investors, 2. The December sales numbers of Indian automakers, and 3. Why Lululemon is back in the good books of investors Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock suggestion for th...
Jan 12, 2025•44 min•Season 1Ep. 110
On the final episode of 2024, I discuss: 1. The November US Jobs Report and What It Means for The Fed, 2. The November sales numbers of Indian automakers, and 3. Why Investors Have a Fantastic Opportunity in Google Parent Alphabet Inc Thank you once again for listening. Wishing you all a Merry Christmas and a Blockbuster 2025 in advance! See you in the New Year! P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ...
Dec 08, 2024•36 min•Season 1Ep. 109
On this week's episode of The Stock Doctor podcast, I discuss: 1. How Trump's Tariff threats and Inflation dominated a holiday-shortened trading week in the US , 2. Why there's a lot more than meets the eye when it comes to India's latest GDP data 3. Why Netflix (ticker: NFLX) simply has no competition P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on [email protected]...
Dec 01, 2024•39 min•Season 1Ep. 108
On this week's episode of The Stock Doctor podcast, I discuss: 1. The absurdity surrounding the crazy expectations investors have from Nvidia, as seen by the reaction to its latest earnings report, 2. Why Food Inflation is not the only problem that the RBI has to deal with, and 3. Why Oracle Corp (ticker: ORCL) had one fabulous year P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thesto...
Nov 24, 2024•40 min•Season 1Ep. 107
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 ...
Nov 17, 2024•39 min•Season 1Ep. 106
On this week's episode, I discuss: 1. How Trump completely overshadowed Fed Chair Powell in the US markets, 2. What is actually going on in the Indian equity markets, 3. Why I continue to stay away from FedEx Corp (ticker: FDX) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on [email protected] . Thank you once again for listening....
Nov 10, 2024•38 min•Season 1Ep. 105
On this week's episode, I discuss: 1. The key takeaways from the Big Tech Earnings as well as the latest US jobs report and what it means for the Fed 2. The October sales numbers of the Indian automakers 3. Why I continue to believe in the long-term potential of Adobe Inc (ticker: ADBE) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on [email protected]...
Nov 03, 2024•44 min•Season 1Ep. 104
On this week's episode, I discuss: 1. The key takeaways from the Q3 earnings of The Big Banks ahead of a Week of Reckoning for Big Tech, 2. The September inflation report from India 3. Why Platformization strategy is already paying off for Palo Alto Networks (ticker: PANW) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on [email protected] . Thank...
Oct 27, 2024•47 min•Season 1Ep. 103
On this week's episode, I discuss: 1. The Final inflation report before the US elections and what it means for the Fed and the markets; 2. The latest decision made by RBI's Monetary Policy Committee and what it means for Indian investors; 3. Why Investors Should Look Beyond AI when it comes to Nvidia (ticker: NVDA) P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail....
Oct 13, 2024•46 min•Season 1Ep. 102
