Dr Vinay Utham

The Stock Doctor

Business EN ↓ 148 episodes

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.

Author

Dr Vinay Utham

Episodes

Episode 148 – The Fed Cuts but Hawks Push Back, Indian Autos Roll On & My Take on UBER 16.12.2025 33:19

On the final episode of 2025 of The Stock Doctor Podcast, I discuss: 1. What the latest interest-rate cut from the Fed means for US investors, 2. How Indian automakers maintained their momentum in November and, 3. Why the Market is Wrong About UBER (ticker: UBER) Thank you once again for listening. See you in January 2026! Until then, stay safe and make some money! P.S: If you have a specific Indi...

Episode 147 – US Interest Rates To Drop? Indian Economy Surges 8.2% & My Take on GOOGL 02.12.2025 40:01

On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why the latest US economic data supports the case for a rate cut in December, 2. The implications for RBI and Investors after India's latest GDP numbers and 3. Why Google-parent Alphabet (ticker: GOOGL) Deserves All the Spotlight Thank you once again for listening. See you next week! Until then, stay safe and make some money...

Episode 146 – US Markets Shrug at Nvidia, Importance of India-US Trade Deal, and My Take on Meta 25.11.2025 35:13

On this week's episode of The Stock Doctor Podcast, I discuss: 1. How investors reacted to Nvidia's blockbuster Q3 earnings report , 2. Why There Is An Increased Urgency to Resolving India-US Trade Deal , and 3. Why Meta Platforms (ticker: META) doesn't deserve the market's punishment Thank you once again for listening. See you next week! Until then, stay safe and make some money!...

Episode 145 – Fed Gets Data as Shutdown Ends, No Conundrum for RBI, and My Take on Microsoft 18.11.2025 34:56

On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Implications for the Fed as US Government Shutdown finally ends , 2. Why the RBI has the Luxury of Waiting as More Positive Economic Data Comes in , and 3. Why Microsoft (ticker: MSFT) deserves a lot more credit from the market Thank you once again for listening. See you next week! Until then, stay safe and make some money!...

Episode 144 – AI Rally Unwinds, Inflation Set to Cool in India, and Netflix in Focus 11.11.2025 34:05

On this week's episode of The Stock Doctor Podcast, I discuss: 1. What drove the sudden plunge in Big Tech stocks , 2. How India's inflation picture is shaping up in India, and 3. Why Netflix's (ticker: NFLX) post-earnings plunge has nothing to do with a Brazilian tax expense Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you h...

Episode 143 – AI Trade Tops Geopolitics, Indian Autos Binge on Festive Cheer, & Spotlight on Goldman 04.11.2025 38:27

On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why All Markets Care About These Days is AI , 2. The Latest Auto Sales Numbers & What They Mean for Indian Autos, and 3. What I Would Do with Goldman Sachs (ticker: GS) Post Its Stellar Earnings Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific India...

Episode 142 – Wall Street Enters Week of Reckoning, Indian Banking’s Revolution, and the FedEx Debate 28.10.2025 31:22

On this week's episode of The Stock Doctor Podcast, I discuss: 1. What awaits for markets in the week ahead after yet another strong week for the bulls, 2. Why the Indian Banking sector is at an inflection point, and 3. Why I am still unconvinced about FedEx Corp (ticker: FDX) Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a s...

Episode 141 – Volatility is Back on Wall Street, All Smiles on Dalal Street, & Oracle Climbs the Tech Ladder 22.10.2025 38:36

On this week's episode of The Stock Doctor Podcast, I discuss: 1. How multiple macro factors have brought volatility back to the US markets even as they hit record highs, 2. Why Indian investors can smile during this festive season, and 3. Why Oracle (ticker: ORCL) deserves to be in the major leagues Thank you once again for listening. See you next week! Until then, stay safe and make some mon...

Episode 140 - 4th Anniversary Special - Special Guest Dr Ryan Lemand 29.09.2025 43:59

On this week's episode of The Stock Doctor Podcast, we celebrate the 4th Anniversary of the Show with our special guest, Dr Ryan Lemand of Neovision Wealth Management. We discussed a wide range of topics including: 1. The impact of Fed's recent rate cut decision, 2. The Fed's independence and its impact on Markets, and 3. What the future lies for one of the hottest trades of the year:...

Episode 139 – Powell Lifts US Markets, AI Trade Stall, India Inc. Falters, & Alphabet Gets My Vote 26.08.2025 32:39

On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why Fed Chair Jerome Powell's speech at the Jackson Hole Summit was a positive catalyst for US markets even as the AI trade showed signs of fatigue, 2. The horrible Q1 Earnings delivered by India Inc., and What It Means for Investors, and 3. Why I continue to remain bullish on Google-parent Alphabet (ticker: GOOGL) Thank you...

Episode 138 – The Fed at A Crossroads, PM Modi’s Big Bang GST Reforms, and Netflix Continues to Win 19.08.2025 33:17

On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why US Fed Officials Are in a Dilemma thanks to conflicting inflation reports, 2. Why PM Modi's GST 2.0 Mega Reforms are Set to Turbocharge the Indian Economy, and 3. Why Netflix (ticker: NFLX) can't afford to rest on its laurels Thank you once again for listening. See you next week! Until then, stay safe and make some m...

Episode 137 – US Rally Rolls On, 50% Tariff Opens Doors for Indian Investors, & Why FedEx Still Lags 12.08.2025 36:13

On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why US Markets Continue to Set Record Highs despite economic uncertainties continuing to persist, 2. Why I don't think the 50% Tariff pain on India isn't going to be as bad as markets think, and 3. Why logistics giant FedEx Corp (ticker: FDX) still is in my penalty box Thank you once again for listening. See you next wee...

Episode 136 – Indian Automakers Back on Track Albeit Marginally and Why I am Bullish on This Cybersecurity Name 06.08.2025 33:24

On this week's episode of The Stock Doctor Podcast, I discuss: 1. The July sales numbers of the Indian automakers and what they mean for auto investors, and 2. Why I continue to remain bullish on cybersecurity giant, Palo Alto Networks (ticker: PANW) despite the short-term negativity around the stock Thank you once again for listening. See you next week! Until then, stay safe and make some mon...

Episode 135 – US Investors Cheer Tariff Certainty, Indian Economy May Not be As Resilient as Data Suggests, and Why Home Depot Still Fails to Impress Me 29.07.2025 32:06

On this week's episode of The Stock Doctor Podcast, I discuss: 1. The latest trade deals inked by the US with the EU and Japan and what it means for investors and for the overall global trade landscape, 2. Why Indian investors need to look more carefully at the latest economic data, and 3. Why Home Depot (ticker: HD) continues to leave me unimpressed Thank you once again for listening. See you...

Episode 134 – Strong Start to the US Earnings Season but Threat to Fed’s Independence Remains an Overhang, India-US Trade Deal Uncertainty Makes Investors Nervous, and Why UBER is Winning the AV Race 22.07.2025 45:22

On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Strong Start to the US Earnings Season, 2. The Implications if the Fed Loses Its Independence, 3. An Update on the India-US Trade Talks, and 4. Why Uber is Likely to win the AV Race Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have a specific Indian or US stock...

Episode 133 – President Trump Gets His ‘Big Beautiful Bill’ But Markets Wary of Tariffs, Indian Automakers Slow Down, and Why Facebook-Parent Meta is Already Winning at AI 08.07.2025 45:07

On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Implications of President Trump's new tariff policies, 2. What the 'Big Beautiful Bill' Means for Investors, 3. Why Indian Auto Investors Should be Concerned, and 4. How Facebook-Parent Meta is already winning at AI Thank you once again for listening. See you next week! Until then, stay safe and make some money!...

Episode 132 – US Markets Hit Record Highs Even as the US Consumer Lacks Confidence, RBI’s Growth-Inducing Moves Yet to Have Any Impact, and Why Investors Love Microsoft Again 01.07.2025 39:51

After a 2-week break, The Stock Doctor Podcast is back! On this week's episode, I discuss: 1. The growing divergence seen between US consumers and US investors, 2. The current status of President Trump's 'Big Beautiful Bill,' 3. Why RBI's growth-inducing moves are yet to have any impact, and 4. Why investors have fallen in love with Microsoft (ticker: MSFT) again. Thank you onc...

Episode 131 – US Labor Market Remains on a Solid Footing But Uncertainties Remain, RBI’s Moves Should Unleash the Indian Economy, and Why I am Bullish on Alphabet 10.06.2025 44:18

On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Myriad of Uncertainties Facing US Investors this Summer, 2. How RBI's latest move can turbocharge the Indian Economy, 3. Why I believe Google parent Alphabet (ticker: GOOGL) deserves more love from investors Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S: If you have...

Episode 130 – US-China Truce Shows Signs of Unraveling, Nvidia Silences Its Doubters, Indian Automakers Suffer a Domestic Hangover, and Why Netflix is the King of Streaming 03.06.2025 46:29

On this week's episode, I discuss: 1. The latest twists & turns related to President Trump's tariff policies & Nvidia's Blowout Quarterly Numbers, 2. The May Sales of Indian Automakers, and 3. Why Noone is Dethroning Netflix (ticker: NFLX) Anytime 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 I...

Episode 129 – Trump Receives a Harsh Reality Check from Bond Vigilantes, A Lot of Optimism on the Street for the Indian Economy, and Why I am Upgrading JPMorgan 27.05.2025 43:46

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

Episode 128 – Trump’s Big Beautiful Tax Bill Takes the Spotlight, Cooling Inflation and Trade Talks Progress Bring FIIs Back to India, and Why Its Time to De-Board from Delta 20.05.2025 38:18

On this week's episode of The Stock Doctor Podcast, I discuss: 1. The progress being made on President Trump's "Big Beautiful Tax Bill" and its Impact on Investors, 2. How cooling inflation data in India bodes well for India's economic growth, and 3. Why It Could be an Opportune time to Book Profits on Dela Air Lines (ticker: DAL) Thank you once again for listening. See you n...

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 13.05.2025 41:13

On this week's episode of The Stock Doctor Podcast, I discuss: 1. The US-China temporary agreement that brought back the "Buy America" trade, 2. What the historic UK-India Free Trade Agreement means for Indian investors, 3. Why I continue to remain unimpressed with Nike (ticker: NKE) Thank you once again for listening. See you next week! Until then, stay safe and make some money! P.S...

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 06.05.2025 43:40

On this week's episode of The Stock Doctor podcast, I discuss: 1. How solid earnings from Microsoft & Meta gave investors a much-needed distraction from tariff uncertainties, 2. The April sales data of Indian automakers, and 3. Why Lululemon Athletica (ticker: LULU) has become collateral damage of the tariff uncertainties Thank you once again for listening. See you next week! Until then, s...

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 29.04.2025 42:33

On this week's episode of The Stock Doctor podcast, I discuss: 1. How a change in rhetoric from the Trump Administration on the Fed and China brought joy to the US markets, 2. Why FIIs are making a comeback to Indian markets with a bang, 3. Why the hatred for Nvidia (ticker: NVDA) makes no sense to me Thank you once again for listening. See you next week! Until then, stay safe and make some mo...

Episode 124 – Trump vs Powell Takes a Dark Turn, Are Indian Markets Back in Vogue, and Why FedEx Management Continues to Confound Me 22.04.2025 38:06

On this week's episode of The Stock Doctor Podcast, I discuss: 1. How the threat to Fed's independence has become the latest headache for US Investors, 2. Investors seem to be warming up to Indian markets once again, 3. Why I have lost faith in FedEx Corp (NYSE: FDX)'s management again. Thank you once again for listening. See you next week! Until then, stay safe and make some money! P....