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 73 – Inflation Data in the US and India Suggests Central Banks’ Strategies Are Going According to Plan and an Update on Lululemon Athletica 14.01.2024 31:24

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

Episode 72 – Markets Start the New Year with a Whimper, Indian Automakers end 2023 on a High, and my Take on Nike’s Q2 Earnings 07.01.2024 28:58

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...

Episode 71 – Jobs Data Shows that U.S. Labor Market Remains Strong, Indian Automakers Set to End the Year on a High, and my take on Foot Locker’s Q3 Earnings 10.12.2023 25:05

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 liste...

Episode 70 – Drama Surrounding ChatGPT Takes Centre Stage During Thanksgiving Week, Ambani vs Mittal Set to Hit the Space, and my take on Lowe’s Q3 Earnings 26.11.2023 21:15

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...

Episode 69 - Fed on Track to Win Inflation Battle, RBI's New Rule Likely to Affect NBFCs, and My Take on Home Depot's Q3 Earnings 19.11.2023 18:28

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 i...

Episode 68 - Powell Remains Unconvinced About Inflation, Indian Autos Clock Yet Another Month of Record Sales, and my Take on Uber's Q3 Earnings 12.11.2023 28:28

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 wee...

Episode 67 - The US 10-Year Yield Makes a Roaring Comeback, A Snapshot of India Inc's Q2 Earnings So Far, and What I Learnt from Netflix's Q3 Numbers 22.10.2023 26:48

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 the...

Episode 66 - Inflation Growth Moderates in Both the U.S. and India but Slow Growth is Still Growth and Why It Might be a Good Time to Look at PepsiCo 15.10.2023 23:58

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...

Episode 65 - Reaction to US Jobs Report Show How Crazy Markets Can Be, Indian Autos are Smashing Records En-Route to Festive Season, and Why Nike Could Be Turning a Corner 08.10.2023 28:43

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 y...

Episode 64 – US Treasury Yields Reach Record Levels Thanks to Scary Economic Data, India’s Renewables Mania Could Hit Construction Sector Soon, and why Lululemon Athletica Continues to Astound Me 01.10.2023 29:26

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 thestock...

2nd Anniversary Special: My Interview with William de Gale of BlueBox Asset Management 24.09.2023 43:17

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...

Episode 62 – U.S. Debt Gets a Downgrade, Indian Autos Enter Festive Season on a High, and Dissecting Netflix’s Sports Strategy 06.08.2023 33:44

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...

Episode 61 – Powell’s Poker Face Isn’t Fooling Anyone, An Update on India’s Renewable Energy Transition, and why I am changing my tune on Nike 30.07.2023 31:03

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....

Episode 60 – Nasdaq Has the Best Run Since 1983, Apple Closes at Above $3 trillion, Indian Auto Sales Show Moderating Growth, and Why I Remain Unconvinced About FedEx 02.07.2023 24:58

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 li...

Episode 59 – Powell Reiterates His Hawkish Message, Could Subpar Monsoons Disrupt the Indian Economy, and why Adobe is a Big Winner of the AI Revolution 25.06.2023 21:21

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. Se...

Episode 58 – Markets Think the Fed is Bluffing, India’s Potential to be World Leader in Green Hydrogen, and why Netflix should go All In on Sports Broadcasting 18.06.2023 26:28

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. P.S: If you have an Indian or U.S. stock for...

Episode 57 – Jobless Claims Data Point to a Fed Pause, Apple’s Key to Unlocking VR, More Decisiveness from RBI, and why Lululemon Continues to Impress Me 11.06.2023 23:44

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!...

Episode 56 – Markets Cheer Debt Ceiling Resolution, Indian Autos’ Sales in May Are a Mixed Bag, and my Take on Walmart’s Q1 Earnings 04.06.2023 27:08

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...

Episode 55 – From Fed’s Interest Rates Roulette We Move to Debt Ceiling Drama, why India’s EV space could be in for a shock, and my take on Home Depot’s grim Q1 Earnings 21.05.2023 26:06

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@gma...

Episode 54 - U.S. Inflation Cools Off but Economic Uncertainty Remains, RBI winning the inflation battle in India, and why despite a 50% rise in the stock, I continue to remain invested in Uber 14.05.2023 24:34

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 so...

Episode 53 – First Republic and the Fed Leave Markets in a Nervous Wreck, Indian Autos’ Continue their Upward Trend Despite Obstacles, and why GM’s Valuation Needs a Lift-Off 07.05.2023 27:50

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 fo...

Episode 52 – Markets End the Quarter on a High, Indian Autos’ Blockbuster FY23, and why Lululemon Stands Out Among Its Peers 03.04.2023 26:18

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 s...

Episode 51 - Secretary Yellen Trumps Jerome Powell, Indian Automakers Face Multiple Cost Pressures, and why Ferrari can Dazzle Even Outside Formula One 26.03.2023 29:04

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...

50th Episode Special: My interview with the returning Gabriel Shabat 13.03.2023 1:03:49

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 speci...

Episode 48 - Why Feb's U.S. Jobs Report Could Be Pivotal, Indian Autos' Feb Sales Shows Things in the EV Armour, and why Palo Alto Networks' Valuation is a Stumbling Block (Again) 05.03.2023 29:14

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...