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 123 – Wall Street Goes on One of the Wildest Rollercoaster Rides in History, Can India capitalize on the Tariff Pause, and Why the Selloff in Adobe is Unjustified 15.04.2025 43:23

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 y...

Episode 122 – Trump’s Liberation Day Becomes Investors’ Worst Nightmare, Indian Automakers Finish FY25 on a High, and Why I Find a Fantastic Investment Opportunity in Oracle 09.04.2025 54:18

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 n...

Episode 121 – Are Trump’s Tariffs Killing American Exceptionalism, An Eventful End to FY25 for Indian Markets, and Why I am Buying the Recent Correction in Salesforce 01.04.2025 45:31

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 wee...

Episode 120 – Fed Chair Powell Brings Back Memories of 2022, Musk’s Partnership with Ambani and Mittal a Game Changer for Indian Telecom, and Why Google’s Parent Can’t Catch a Break 25.03.2025 47:46

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...

Episode 119 – U.S. Consumer is Feeling Pretty Low on the Economy, Latest Data Confirms India’s Growth Story, and Why I Cashed Out of Microsoft 18.03.2025 43:08

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 listeni...

Episode 118 – Trump’s Tariffs Bring a Whole New Meaning to Volatility, Indian Auto Sales Ease Off the Gas, and the Uber Conundrum 11.03.2025 44:49

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 m...

Episode 117 – Not Even Nvidia Can Outmatch President Trump, Bloodbath at Dalal Street Despite Positive GDP Data, and What to Make of Starbucks 04.03.2025 40:05

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...

Episode 116 – US Consumer Confidence Takes a Significant Hit, Is the Worst Over for the Indian Economy, and Why Netflix Continues to Remain an Investor Darling 25.02.2025 39:56

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 stoc...

Episode 115 – US Inflation Data Comes in Hot Even As Trump Ups His Tariff Game, RBI Gets a Gift from India’s CPI Print, and Goldman Sachs Marks Its Return 16.02.2025 41:12

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 an...

Episode 114 – US Jobs Report Lends Support to the Fed’s Stance on Rate Cuts, Indian Automakers Start 2025 With a Whimper, and JPMorgan Makes Its Debut 10.02.2025 39:25

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...

Episode 113 – DeepSeek Saga Brutally Exposes the Irrational Exuberance of the AI Trade, Budget 2025 Should Turbocharge Consumer Spending, and FedEx Finally Answers My Prayers 04.02.2025 45:26

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...

Episode 112 – Trump 2.0 Offers Fed Plenty to Think, Indian Automakers Gear Up for the EV Revolution, and Why Salesforce is my Top Pick for 2025 26.01.2025 40:10

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...

Episode 111 – CPI Report Reverses the Negativity of the Jobs Report, Are Investors Losing Faith in Indian Markets, and Why Adobe’s Recent Weakness Is a Beautiful Opportunity for Long-Term Investors 19.01.2025 39:19

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 mak...

Episode 110 – December Jobs Report Boosts Treasury Yields While Wiping Out Stocks, Indian Automakers End 2024 on a Strong Footing, and Why Lululemon Deserves Your Love 12.01.2025 43:52

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 t...

Episode 109 – US Economy Sees Jobs Bouncing Back, SUVs Keep Revving Up Sales of Indian Automakers, and Why One Really Needs to Look at Google Parent Alphabet 08.12.2024 35:41

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...

Episode 108 – Trump’s Tariff Threats Not Strong Enough to Ruin Markets’ Thanksgiving Party, India’s Latest GDP Data Falls Short of Expectations, and Why There is No Stopping Netflix 01.12.2024 38:34

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 m...

Episode 107 – Nvidia Has a Blowout Quarter Yet Why Were Investors Unhappy, RBI’s latest inflation headache, and why Oracle has had a stellar year 24.11.2024 40:14

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...

Episode 106 - My Interview with Charles Sunnucks of Oldfield Partners 17.11.2024 39:05

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 (E...

Episode 105 – Trump 2.0, Powell and Their Impact on US Markets, India Inc’s Lackluster Q2 Earnings, and Why I Continue to Avoid FedEx 10.11.2024 38:06

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctor...

Episode 104 – The US Economy Remains Resilient Ahead of the Biggest Week of the Year, Indian Automakers Have a Stellar Festive Season, and Why The Recent Weakness in Adobe Could be A Good Time to Buy 03.11.2024 43:51

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...

Episode 103 – US Q3 Earnings Season Off To a Great Start Thanks to the Banks, Inflation Rears Its Ugly Head Again in India, and Platformization Seems to Work Well for Palo Alto Networks 27.10.2024 47:03

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 ⁠...

Episode 102 – US Inflation Shows Its Wonkiness, RBI Opens Door for Rate Cuts, and Why There’s No Stopping Nvidia 13.10.2024 45:58

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 diagnos...

Episode 101 - US Jobs Report Raise Hopes of Soft Landing, September Belonged to India's Two Wheelers, and why Walmart Continues to Shine 06.10.2024 43:31

On this week's episode, I discuss: 1. The blockbuster September US Jobs Report, which brought so much joy to the markets; 2. The September sales numbers of Indian automakers and why investors in India's two wheelers should be happy; 3. 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 @uthamvi...

100th Episode Special: My Interview with Dr Ryan Lemand of Neovision Wealth Management 22.09.2024 41:37

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'...

Episode 99 – Why the Time has Come to Focus on Uber’s AV Moves 08.09.2024 24:38

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: UBE...