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 98 – Fed Chair Powell Banishes the Demons of Jackson Hole 2022, Meeting Minutes Show RBI’s Worry Regarding Food Inflation, and Microsoft Makes Its Debut 25.08.2024 44:28

This week, on Episode 98 of The Stock Doctor podcast: 1. 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; 2. 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; 3. I dissect another Sensational Six Member, Mic...

Episode 97 – Inflation and Retail Sales Bring Happiness Back to the US Markets, Don’t Get too Excited About India’s Latest Inflation Data, and Why I Like Google’s Parent Company 18.08.2024 44:51

This week, on Episode 97, of The Stock Doctor podcast: 1. I discuss the inflation and other key economic data coming out from the US and India, and what it could mean for their investors; 2. 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 diag...

Episode 96 – The Week Where US Markets Looked Like a Trading Simulator, Why the RBI is Right to Keep Rates Unchanged, and Time to Get Out of UPS 11.08.2024 44:12

On Episode 96 of the Stock Doctor Podcast, I discuss: 1. The crazy roller coaster ride that investors experienced in the US markets 2. The key developments from the latest meeting of the RBI-led Monetary Policy Committee 3. 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 @u...

Episode 95 – The US Economy Flashes Warning Signs, The AI Trade Continues to Suffer, Indian Automakers Finally Starting to Lose Steam, and Why Nobody Can Dethrone Netflix At Present 04.08.2024 39:41

On Episode 95 of the Stock Doctor Podcast, I discuss: 1. The weak US economic data and what it means for the Fed and the markets; 2. The earnings from Microsoft, Amazon, and Meta and what it means for the AI trade 3. The July sales numbers of Indian automakers 4. 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 t...

Episode 94 – Google’s Earnings Offer More Fuel to the Great Rotation Trade, FM Sitharaman Delivers a Solid Budget, and why Turbulent Skies Lie Ahead for Delta Air Lines 28.07.2024 37:47

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...

Episode 93 – US Markets Witness the Great Rotation Before Being Blindsided by the ‘Blue Screen of Death,’ Indian Stock Markets Give the RBI a New Headache, and Why I am Disappointed with Nike 21.07.2024 38:53

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Episode 92 – Inflation Report Pleases One Central Bank While Disappointing the Other, Why Climate Change Needs to be Seriously Considered by the RBI, and why I am Changing my Opinion on FedEx 14.07.2024 33:03

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...

Episode 91 – US Markets Get a Double Boost Thanks to Rate Cuts Joining the AI Party, Bajaj Auto Transforms the 2-Wheeler Space, and why I am Gung-Ho About Adobe and its AI Tools 07.07.2024 36:57

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...

Episode 90 – US Markets Choose AI Over Fed During First Half of 2024, A Much Needed Tariff Boost to India’s Telecom Players, and why I like Oracle as an AI Play 30.06.2024 32:30

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 su...

Episode 89 – Nvidia Makes Investors Forget Everything Else Including the Fed, Why Weather is Playing Spoilsport in RBI’s Fight Against Inflation, and why I am doubling down on Lululemon 23.06.2024 28:53

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...

Episode 88 – Apple and Inflation Both Boost Markets Even as Fed Doubles Down on Data-Dependency, Indian Automakers Register Robust Growth in May and Salesforce Faces the Heat 16.06.2024 35:17

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠th...

Episode 87 – Fed is Back on Investors’ Minds Even as Nvidia Hits $3 Trillion, Why Investors Shouldn’t Fear the Surprise Indian Election Results, and My Take on Retail Giant Walmart 09.06.2024 33:20

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 ⁠⁠...

Episode 86 – Stop Talking AI If You Can’t Make Money From It Say Investors, There’s No Stopping India’s Economy, and why I am Ready to Buy Palo Alto Networks 02.06.2024 36:03

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 m...

Episode 85 – Nvidia’s Gift Not Enough for Investors, The Conundrum Facing Indian Investors, and Why Even a Mega Acquisition May Not Be Enough to Save Home Depot 26.05.2024 29:21

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thestoc...

Episode 84 – Inflation Data Delivers a Positive Surprise, India Inc’s Attention Switches to Monsoon Season, and why Investors Don’t need to panic about Uber 19.05.2024 30:17

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...

Episode 83 – Corporate Earnings Come to the Markets’ Rescue, Indian Automakers Start New Fiscal Year with a Bang, and Why Investors Have Misunderstood Netflix 12.05.2024 30:24

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...

Episode 82 – Mag Seven’s Week of Reckoning, RBI Minutes Confirm Worries on Food Inflation, and why I See An Opportunity in Nike 21.04.2024 24:04

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 suggestion for the doctor to diagnose, do tweet me @uthamvina...

Episode 81 – Inflation Remains More Persistent in the US But Less So in India, and why I think Long-Term Investors Need to Remain Calm About Lululemon 14.04.2024 23:33

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 suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠thestockdoctorpodcast@gmail.com...

Episode 80 – Investor Enthusiasm Takes a Breather Due to Rate Cut Worries, Indian Automakers End FY24 on a High, and why I Believe Adobe Can Still be an AI Beneficiary 07.04.2024 27:00

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 suggestion for the doctor to diagnose, do...

Episode 79 – Inflation Remains Sticky in the US and India and why Oracle Could be an AI Beneficiary 17.03.2024 24:57

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 suggestion for 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...

Episode 78 – Powell’s Testimony and the US Jobs Report Give Green Light for Rate Cuts, India’s Fuel Consumption Data Shows Offers Evidence of Strong Economic Growth, and Why I am a Fan of Domino’s 10.03.2024 22:57

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 suggestion for the doctor to diagnose, do tweet me @uthamvinay or emai...

Episode 77 – US Inflation Heads in the Right Direction as All Eyes Turn to the Fed, Indian Automakers Sustain Their Sales Growth, and Why I am Bullish on Salesforce and its AI Efforts 03.03.2024 25:25

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.

Episode 76 – This is Nvidia’s World and Even the Fed is just Living in It, What Has Gone Wrong with India’s Tech Darlings, and why Palo Alto Networks Deserves More Praise 26.02.2024 23:54

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 suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠thest...

Episode 75 – Inflation Data in the US Kills Irrational Exuberance Regarding Rate Cuts, India’s Inflation Moderates But Risks Remain, and Uber Attains Maturity Status 18.02.2024 34:40

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 suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠thestockdoctorpodcast@gmail.com⁠⁠ ....

Episode 74 – US Markets Continue to Party on The Back of a Robust Earnings Season, Indian Autos Start the New Year with a Bang, and why Delta Air Lines has all the Reasons to Fly High 11.02.2024 25:16

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 suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠thestockdoctorpodcast@gmail.com⁠ . Than...