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

Category

Business

Podcast website

seekingalpha.com

Latest episode

Dec 16, 2025

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Episodes

Episode 22 – Economic Data Points to an Aggressive Federal Reserve, Indian automakers starting to show resilience, and this Steel Producer still has room to run. 03.04.2022

This week, I discuss all the major economic data released last week and how it impacts the Federal Reserve's decision to hike interest rates, I talk about how Indian automakers are showing a glimmer of resilience, which bodes well for the future, and I dissect U.S. Steel Manufacturer, Nucor Corp. 

Episode 21 – Powell Comes Back into Focus, India’s Fuel Retailers and FMCG Companies Suffer, and is Nike a Good Bet? 27.03.2022

This week, I talk about the comments made by Fed Chair Jerome Powell, about tech's new acronym MANGO, how India's fuel retailers and FMCG companies are suffering as a result of Russia-Ukraine war, and whether Nike is a good long-term investment at current levels. 

Episode 20 – Impact of Ukraine-Russia Conflict Intensifies, Indian automakers’ February Sales disappoint, and Time to Revisit Ford Motor 06.03.2022

This week, I talk about how the impact of the Ukraine-Russia Conflict on the markets has intensified, the disappointing February sales numbers of Indian automakers, and why Ford Motor is worth taking another look at.  P.S: The Stock Doctor is off for next week and so, there will be no episode next week. See you in two weeks! DISCLAIMER: My family and/or I own shares of General Motors, Harley David...

Episode 19 – Russia-Ukraine matters less for the US markets and more for the Indian markets and why this cybersecurity champion is a great long-term buy, just not at current levels 27.02.2022

This week, I talk about why the Russia-Ukraine conflict is more worrying for Indian markets and not the U.S. markets and why Palo Alto Networks, despite being a great company with great long-term prospects, is not a buy at current levels. 

Episode 18 – Russia-Ukraine is all what the Markets Care, the curious tale of Indian Banking Sector, and a chipmaker that belongs among the Elite 21.02.2022

This week, I talk about how markets only care about how the Russia-Ukraine crisis is going to unfold, how despite some positive update, investors should tread with caution when it comes to India's banking sector, and why Nvidia is a company that should be mentioned in the same breath as the Big Tech.  DISCLAIMER: My family and/or I own shares of SBI, ICICI Bank, HDFC Bank, Axis Bank, Microsoft, an...

Episode 17 – Inflation Data and Russia-Ukraine Tensions Rock the Markets, The Power of the Indian Retail Investor, and is Uber on its way to being a Super-App? 13.02.2022

This week, I discuss the impact of the record inflation data and the tensions between Russia and Ukraine on the stock markets, how the Indian stock markets are witnessing the emergence of retail investors, and whether Uber is on its way to be a Super App. 

Episode 16 – A Week of Market Insanity, A Growth-Oriented Budget 2022, and what’s “Cruis( e )”ing at General Motors? 06.02.2022

This week, I discuss how the markets lost it last week while reacting to earnings from Meta and Amazon, how India's Budget 2022 will be a catalyst for growth, and why investors should start to look beyond the EV strategy of General Motors.  DISCLAIMER: My family and/or I own shares of General Motors and Tata Steel. Views expressed here are my own and should NOT be construed as investment advi...

Episode 15 - The Fed Has Spoken, The Doctor’s Budget 2022 "Wishlist", and an Update on the Golden Arches 30.01.2022

This week, I talk about what impact the Federal Reserve's decision to hike rates had on the markets, what I hope to see in India's upcoming Budget, and whether its time to reconsider McDonalds after its recent quarterly performance. DISCLAIMER: Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.

Episode 14 - Continued bloodbath on Wall Street, India’s heavyweights continue to deliver, and I reevaluate this bank stock just because it just became cheaper! 23.01.2022

On this week's episode, I discuss the brutal, indiscriminate selling witnessed last week on Wall Street, how India's heavyweights Reliance Industries and ICICI Bank continue to deliver strong performances consistently and why the selloff in Goldman Sachs looks overdone.  DISCLAIMER: My family and/or I own shares of Reliance Industries, ICICI Bank, Goldman Sachs, and Microsoft. Views expressed here...

Episode 13 - Tepid Start to Earnings Season, More Good News for India’s EV & Telecom Sectors, and this Airline is so good that I am recommending it again! 17.01.2022

Happy New Year everyone! On this first episode of 2022, I discuss the earnings of JP Morgan, Citigroup, and Wells Fargo and what it means for the Financials in general, the recent developments in the India's EV and Telecom sectors, and why Delta Airlines continues to be an excellent long-term investment.  DISCLAIMER: My family and/or I own shares of Goldman Sachs, Reliance Industries. My family an...

Episode 12 – Omicron & Powell Slam the Big Tech, the ARPU Effect on Indian Telecom, and Salesforce is still a force to be reckoned with 05.12.2021

In the final episode of 2021, I discuss how the selloff in the Big Tech as a result of Omicron and Fed Chairman Powell's remarks can't be justified, how the tariff hikes are a blessing for the Indian telecom sector and why Salesforce is still very much a force to be reckoned with. 

Episode 11 – Omicron Overshadows Powell, The Reliance-Aramco Conundrum, and the X(Peng) Factor 29.11.2021

On this week's episode, I discuss whether the arrival of the new Covid variant Omicron means doomsday for the markets and the economy, the abandoned $15 billion deal between Reliance and Aramco, and why Chinese EV maker Xpeng Motors could be a great alternative to Tesla.  DISCLOSURE: My family and/or I own shares of Reliance Industries, Xpeng Motor, and Goldman Sachs.

Episode 10 – Uncertainty is Back, Paytm Turns Party-pooper, and how is Goldman Sachs’ stock so cheap? 22.11.2021

This week, I discuss how the markets are factoring in numerous uncertainties, how India's red-hot IPO market just welcomed a party-pooper, and why Goldman Sachs could be an attractive long-term investment at current levels.

Episode 9 – Inflation Fears Crush Sentiment, India’s Massive Win at COP26, and Call me Crazy, but I like Rivian! 14.11.2021

This week, I discuss the impact of record inflation on the markets, how India managed to get a huge win at the recently concluded COP26 summit, and why, in my opinion, Rivian Automotive is not just another EV player. 

Episode 8: Thanksgiving comes early for the markets, Indian Autos’ October Pain, and Is Uber finally starting to deliver? 07.11.2021

This week, I discuss how the markets have brushed aside all the noise of a downturn thanks to some major developments in the fight against Covid, how the chip shortages continue to hamper the sales of Indian automakers and why Uber could finally be starting to deliver for long-term investors!

Episode 7: Bye-Bye FAANG, Hello MAMA ANT! 31.10.2021

In this special episode of the Stock Doctor, I discuss Tesla's rise to $1 trillion, how FAANG stocks have been replaced by the MAMA ANT stocks, and why this company not only makes great burgers but is also a great long-term investment, just not at current levels!

Episode 6: Netflix and Snap, Mixed Results from India’s Titans, and this US Car Retailer gets the Doctor Excited! 24.10.2021

This week, I discuss the contrasting fortunes of Netflix and Snap, how two heavyweights Reliance Industries and Asian Paints performed this quarter, and why this U.S. car retailer is an exciting long-term investment. 

Episode 05: Blockbuster Bank Earnings, The Tata Group Week, and an airline for those who invest for the “long-haul” 17.10.2021

This week, I discuss the blockbuster earnings reported by all the major U.S. banks, the positive developments brewing at Tata Group's 2 major subsidiaries and an airline whose long-haul travels might be good for those who invest for the ""long-haul! 

Episode 4: Facebook In "Trouble" (Again), Battle of India's Billionaires, and the Doctor Goes Jeans Shopping 10.10.2021

In this week's episode, I talk about the latest of Facebook's "troubles" and whether anything can be done, how India's two richest men are battling in the renewables space, and whether this jeans manufacturer is a right fit for you. 

Episode 3: The September Curse, India's Mixed Auto Bag, and Has CarMax Maxed Out? 03.10.2021

In a brand new episode of the Stock Doctor, I discuss the impact of the September Curse for the US markets, the Indian auto sector's September Sales and whether this Used Car Retailer has Maxed Out. 

Episode 2: A Wild Ride, the number 60000 and the Farley Factor 26.09.2021

In a brand new episode of the Stock Doctor, I discuss the wild ride experienced by U.S. equity investors, a historic milestone for Sensex, and why I like Ford and Jim Farley. 

Episode 1: The New iPhone, A Historic Space Mission, and a Painful Recall 19.09.2021

In the first ever episode of the Stock Doctor, the Doctor discusses the new iPhone, the historic space mission by SpaceX, a major relief package for the Indian telecom providers, and a deep-dive analysis of General Motors. Enjoy!

Episode 0: The Origin Story 19.09.2021

In this episode, I talk a little bit about who I am and what I do and also take you through what to expect from the Stock Doctor. 

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