Shows
The Stock DoctorEpisode 101 - US Jobs Report Raise Hopes of Soft Landing, September Belonged to India's Two Wheelers, and why Walmart Continues to ShineOn 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 @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. 2024-10-0643 minThe Stock Doctor100th Episode Special: My Interview with Dr Ryan Lemand of Neovision Wealth ManagementThe 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's monumental rate-cut decision and its implications for the US markets, the AI trade, Gold, and a whole lot more!
2024-09-2241 minThe Stock DoctorEpisode 99 – Why the Time has Come to Focus on Uber’s AV MovesAhead 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: UBER) and talk about why I believe the time has come for investors to focus on the company's AV ambitions.
P...2024-09-0824 minThe Stock DoctorEpisode 98 – Fed Chair Powell Banishes the Demons of Jackson Hole 2022, Meeting Minutes Show RBI’s Worry Regarding Food Inflation, and Microsoft Makes Its DebutThis 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, Microsoft (ticker: MSFT), which makes its debut on the show.
P.S: If you have a specific Indian or US...2024-08-2544 minThe Stock DoctorEpisode 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 CompanyThis 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 diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-08-1844 minThe Stock DoctorEpisode 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 UPSOn 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 @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-08-1144 minThe Stock DoctorEpisode 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 PresentOn 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 tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-08-0439 minThe Stock DoctorEpisode 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 LinesThe 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 takeaways of Budget 2024 in India, and why I am putting Delta Air Lines in the penalty box.
P.S: If you have...2024-07-2837 minThe Stock DoctorEpisode 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 NikeThis 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 thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-07-2138 minThe Stock DoctorEpisode 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 FedExThis 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. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-07-1433 minThe Stock DoctorEpisode 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 ToolsThe 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 thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-07-0736 minThe Stock DoctorEpisode 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 PlayHappy 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 suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-06-3032 minThe Stock DoctorEpisode 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 LululemonThis 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 on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-06-2328 minThe Stock DoctorEpisode 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 HeatThis 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 thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-06-1635 minThe Stock DoctorEpisode 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 WalmartThis 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 thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-06-0933 minThe Stock DoctorEpisode 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 NetworksThis 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 me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-06-0236 minThe Stock DoctorEpisode 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 DepotThis 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 thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-05-2629 minThe Stock DoctorEpisode 84 – Inflation Data Delivers a Positive Surprise, India Inc’s Attention Switches to Monsoon Season, and why Investors Don’t need to panic about UberThis 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@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-05-1930 minThe Stock DoctorEpisode 83 – Corporate Earnings Come to the Markets’ Rescue, Indian Automakers Start New Fiscal Year with a Bang, and Why Investors Have Misunderstood NetflixIt'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 email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!2024-05-1230 minThe Stock DoctorEpisode 82 – Mag Seven’s Week of Reckoning, RBI Minutes Confirm Worries on Food Inflation, and why I See An Opportunity in NikeThis 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 @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. The Doctor is going Home next week to spend time with his family. The show will be back in mid-May. Un...2024-04-2124 minThe Stock DoctorEpisode 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 LululemonThis 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. Thank you once again for listening. See you next week. Until then, stay safe and make some money! 2024-04-1423 minThe Stock DoctorEpisode 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 BeneficiaryBelated 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 tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. The doctor's travelling next week, so see you in 2 weeks. Until then, stay safe and make some mone2024-04-0727 minThe Stock DoctorEpisode 79 – Inflation Remains Sticky in the US and India and why Oracle Could be an AI BeneficiaryThis 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 week, so see you in 2 weeks. Until then, stay safe and make some money! 2024-03-1724 minThe Stock DoctorEpisode 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’sThis 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 email me on thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week. Until then, stay safe and make some money!2024-03-1022 minThe Stock DoctorEpisode 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 EffortsThis 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. 2024-03-0325 minThe Stock DoctorEpisode 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 PraiseThis 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 thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week. Until then, stay safe and make some money! 2024-02-2623 minThe Stock DoctorEpisode 75 – Inflation Data in the US Kills Irrational Exuberance Regarding Rate Cuts, India’s Inflation Moderates But Risks Remain, and Uber Attains Maturity StatusThis 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. Thank you once again for listening. See you next week. Until then, stay safe and make some money! 2024-02-1834 minThe Stock DoctorEpisode 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 HighThis 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. Thank you once again for listening. See you next week. Until then, stay safe and make some money! 2024-02-1125 minThe Stock DoctorEpisode 73 – Inflation Data in the US and India Suggests Central Banks’ Strategies Are Going According to Plan and an Update on Lululemon AthleticaOn 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 once again for listening. See you next week. Until then, stay safe and make some money! 2024-01-1431 minThe Stock DoctorEpisode 72 – Markets Start the New Year with a Whimper, Indian Automakers end 2023 on a High, and my Take on Nike’s Q2 EarningsHappy 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! 2024-01-0728 minThe Stock DoctorEpisode 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 EarningsIn 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 listening. Have an amazing last few weeks of 2023, Merry Christmas, and I will see
you all in the New Year. Until then...2023-12-1025 minThe Stock DoctorEpisode 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 EarningsThis 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 make some money!2023-11-2621 minThe Stock DoctorEpisode 69 - Fed on Track to Win Inflation Battle, RBI's New Rule Likely to Affect NBFCs, and My Take on Home Depot's Q3 EarningsThis 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 in 2 weeks! Until then, stay safe and make some money!
2023-11-1918 minThe Stock DoctorEpisode 68 - Powell Remains Unconvinced About Inflation, Indian Autos Clock Yet Another Month of Record Sales, and my Take on Uber's Q3 EarningsThis 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 weeks! Until then, stay safe and make some money!2023-11-1228 minThe Stock DoctorEpisode 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 NumbersThis 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 then, stay safe and make some money!2023-10-2226 minThe Stock DoctorEpisode 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 PepsiCoThis 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 you for listening. See you next week! Until then, stay safe and make some money!2023-10-1523 minThe Stock DoctorEpisode 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 CornerThis 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 you for listening. See you next week! Until then, stay safe and make some money!2023-10-0828 minThe Stock DoctorEpisode 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 MeThis 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 thestockdoctorpodcast@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!2023-10-0129 minThe Stock Doctor2nd Anniversary Special: My Interview with William de Gale of BlueBox Asset ManagementThe 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 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!2023-09-2443 minThe Stock DoctorEpisode 62 – U.S. Debt Gets a Downgrade, Indian Autos Enter Festive Season on a High, and Dissecting Netflix’s Sports StrategyIn 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. See you next week! Until then, stay safe and make some money!2023-08-0633 minThe Stock DoctorEpisode 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 NikeThis 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. Thank you for listening. See you next week! Until then, stay safe and make some money!2023-07-3031 minThe Stock DoctorEpisode 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 FedExThis 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 listening. See you in two weeks as I take next week off due to family commitments! Until then, stay safe and make some money!2023-07-0224 minThe Stock DoctorEpisode 59 – Powell Reiterates His Hawkish Message, Could Subpar Monsoons Disrupt the Indian Economy, and why Adobe is a Big Winner of the AI RevolutionThis 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. See you next week! Until then, stay safe and make some money!2023-06-2521 minThe Stock DoctorEpisode 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 BroadcastingThis 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 the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See you...2023-06-1826 minThe Stock DoctorEpisode 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 MeThis 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! Until then, stay safe and make some money!2023-06-1123 minThe Stock DoctorEpisode 56 – Markets Cheer Debt Ceiling Resolution, Indian Autos’ Sales in May Are a Mixed Bag, and my Take on Walmart’s Q1 EarningsThis 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 make some money!2023-06-0427 minThe Stock DoctorEpisode 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 EarningsThis 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@gmail.com. Thank you for listening. See you next week! Until then, stay safe and make some money!2023-05-2126 minThe Stock DoctorEpisode 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 UberThis 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 some money!2023-05-1424 minThe Stock DoctorEpisode 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-OffI 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 for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. See...2023-05-0727 minThe Stock DoctorEpisode 52 – Markets End the Quarter on a High, Indian Autos’ Blockbuster FY23, and why Lululemon Stands Out Among Its PeersThis 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 see you in May! Until then, stay safe and make some money!2023-04-0326 minThe Stock DoctorEpisode 51 - Secretary Yellen Trumps Jerome Powell, Indian Automakers Face Multiple Cost Pressures, and why Ferrari can Dazzle Even Outside Formula OneThis 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 @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening and see you again next week! Until then, stay safe and make some...2023-03-2629 minThe Stock Doctor50th Episode Special: My interview with the returning Gabriel ShabatThe 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 special episode where we discussed about Fed Chair Jerome Powell, the state of the U.S. Economy, and the importance of being financially literate prior to investing in the markets.
About G...2023-03-131h 03The Stock DoctorEpisode 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)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 on thestockdoctorpodcast@gmail.com. Thank you for listening and see you again next week! Until then, stay safe and make some money!2023-03-0629 minThe Stock DoctorEpisode 47 - Fed About to Make Another Policy Error, A Mixed Bag Ending for Indian Autos' Blockbuster 2022, and Is Nike's Stock Sending You the Wrong Message?On the first episode of 2023, I discuss why I think the Federal Reserve is about to make another policy error, the December sales numbers of Indian Autos, and why, despite a strong quarter, I still don't like Nike's stock.
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 and see you again next week! Until then, stay safe and make some money!2023-01-0827 minThe Stock DoctorEpisode 46 - The Fed Teases a Hard Landing in 2023, Specialty Steel PLI Scheme Should Boost Indian Steel Players, and why Delta Airlines is my top pick for 2023!In the final episode of 2022, I discuss the November inflation data and the Fed's subsequent reaction, the impact of the Specialty Steel PLI Scheme on Indian Steel sector, and why Delta Airlines is my top pick for 2023.
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 and as I close out 2022, I want to thank you all for all the love and support given to this show! See you all again in 2023! Until then, stay safe a...2022-12-1922 minThe Stock DoctorEpisode 45 - Inflation is Not Going Away Easily, Indian Autos Party in November, and is Salesforce a Buy at These Levels?This week, I talk about the U.S. Producer Price Index data and how it has thrown a spanner in the works ahead of next week's inflation data, how Indian automakers are ending 2022 on a high, and whether the pullback in Salesforce stock is worth looking into.
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 and see you next week. Until then, stay safe and make some money!2022-12-1124 minThe Stock DoctorEpisode 44 - Fed Minutes Point to Slower Rate Hikes, an Update on India's Energy Situation, and why Palo Alto Networks Should Still be on your WatchlistThis week, I talk about the minutes of the latest Fed meeting, why I remain positive on India's renewable energy situation, and why Valuation continues to be my only concern when it comes to best-in-class 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 on thestockdoctorpodcast@gmail.com. Thank you for listening and see you next week. Until then, stay safe and make some money!2022-11-2723 minThe Stock DoctorEpisode 43 - Further Evidence of U.S. Inflation Cooling, Indian Banks' Display Strong Credit Growth, and Why Uber Remains One of My Favourite PicksThis week, I talk about the latest U.S. inflation data, the reason behind India's strong credit growth, and why Uber should be appreciated more!
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 and see you next week. Until then, stay safe and make some money!2022-11-1323 minThe Stock DoctorEpisode 42 - Fed Tries to Shake Off Its Predictability, Diwali Fireworks for Indian Autos, and an update on Google's Parent AlphabetThis week, I talk about whether the Federal Reserve is getting predictable, how October was a fabulous month for Indian autos, and why the bloodbath in Alphabet's stock presents a great opportunity to invest!
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 and see you next week. Until then, stay safe and make some money!2022-11-0732 minThe Stock DoctorEpisode 41 - A 'So-Far-So-Good' Earnings Season, Mixed Quarter For Reliance, and why Netflix is No Longer Just ChillingThis week, I examine how companies have performed so far as Q3 earnings season shifts gears, how Reliance Industries fared in the second quarter, and why I am finally a fan of Netflix stock.
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 listening and see you next week. Until then, stay safe and make some money!2022-10-2330 minThe Stock DoctorEpisode 40 - Inflation Data Leads to Wild Market Volatility, Adani Puts India's Cement Sector Under the Spotlight, and why Delta Airlines Deserves All the LoveThis week, I discuss the impact of the red-hot September CPI data on the markets, the Adani vs. Birla battle in the cement space, and why Delta Airlines, in my opinion, is just a phenomenally run company.2022-10-1630 minThe Stock DoctorEpisode 39 - Jobs Report Point to Continued Fed Aggression, Stellar September for Indian Autos, and why I am disappointed with NikeThis week, I talk about the September U.S Jobs Report and why it doesn't bring any joy to investors, the Indian autos' impressive September sales, and why I think Nike management is making the same mistake again.
P.S: If you have a specific Indian or U.S. stock suggestion for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com. Thank you for listening. Until then, stay safe and make some money!
DISCLAIMER: I am not a registered financial advisor. Al...2022-10-1035 minThe Stock DoctorEpisode 38 - Is the Fed Bluffing, Are the Indian Markets Decoupled from the U.S. Markets and What is Wrong with FedEx Corp?On this week's episode, I discuss why I am not buying the Fed's current rhetoric, the intriguing decoupling that's taking place between Indian and U.S. equity markets, and Why FedEx Corp is becoming a bad example of his quality corporate governance.
P.S: The Stock Doctor joined Twitter recently. Give a follow @stockdocpod.
If you have a specific Indian or US stock suggestion for the doctor to diagnose and dissect, do tweet me @stockdocpod or email me on thestockdoctorpodcast@gmail.com. The Doctor's off next week, so see you in two. Until then, stay safe & make some money!2022-09-2626 minThe Stock DoctorEpisode 37 - Anniversary Special Episode: My Interview with Gabriel ShabatThe Stock Doctor Turns One! And on this special occasion, I decided to create a special episode. For the first time on this show, we have a guest! And it's Gabriel Shabat of Shabat Media LLC.
On this special episode celebrating the 1 year anniversary of the Stock Doctor, catch my full interview with Gabriel where we discussed the U.S. Inflation, what Fed Chair Jerome Powell should do going forward, and what lies ahead for the markets in the coming weeks.
About Gabriel:
Gabriel is a market analyst and commentator who has been tracking the U.S. markets for 8 years. He...2022-09-1958 minThe Stock DoctorEpisode 36 - Markets End the Summer on a Whimper, Indian Autos' Keep Rolling and China's Love for LululemonThis week, I talk about the U.S. Jobs Report and the state of the U.S. labour market as we approach the September curse, the strong performance of the Indian autos and why its performance in China makes me love Lululemon.
P.S.: If you have a specific Indian or U.S. stock suggestion for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com.2022-09-0527 min
YZ UpEpisode 9 - Dr. Vinay UthamToday Dr. Vinay Utham joins the show to discuss getting started in investing, current economic conditions in Europe, and some investing best practices.Go to https://betterhelp.com/gshabat for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help #sponsored2022-09-021h 01The Stock DoctorEpisode 35 - Powell's Strong Message to Markets, Indian Banks Experience Credit Growth, and why Palo Alto Networks should be on your WatchlistThis week, I discuss the strong words from Fed Chair Jerome Powell that rattled markets, how there's much to smile for India's banks, and why Palo Alto Networks is a company to watch despite being priced for perfection.
P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on thestockdoctorpodcast@gmail.com2022-08-2824 minThe Stock DoctorEpisode 34 - The Markets Unnecessarily Poke The Fed, India's EV Race Heats Up, and Why There's Still Value in AlphabetThis week, I discuss how the markets may gotten ahead of themselves while interpreting the Fed's next move, how the entry of Mahindra & Mahindra and Ola Electric should make India's 4-wheeler EV space exciting, and why there's still value in investing in Alphabet even in this market.2022-08-2128 minThe Stock DoctorEpisode 33 - Inflation Eases Off, Indian Autos' Have a Great July, and Has Uber Reached an Inflection Point?This week, I dissect the U.S. inflation data and its impact on the markets, the July auto sales numbers of the Indian autos, and I talk about why Uber continues to remain one of my top picks.
DISCLAIMER: My family and/or I own shares of UBER.2022-08-1531 minThe Stock DoctorEpisode 32 - Powell's Strategy Becomes Clear, India's 5G Auction Goes As Expected and an Update on General MotorsThis week, I give my take on the Fed's decision to hike interest rates by 75 bps and Fed Chair Jerome Powell's surprising comments during his press conference, I talk about how India's 5G auction played out, and also provide you with an update on General Motors on the back of its earnings season.2022-08-0135 minThe Stock DoctorEpisode 31 - A Week of Reckoning for Big Tech and Indian Telecom and Why There’s Much to be Loved About the maker of Barbie DollsThis week, I am back with an episode where I talk about how its a week of reckoning for the likes of Alphabet and Meta and for the Indian telecom sector. I also discuss why there's much to be loved about the maker of Barbie dolls.2022-07-2526 minThe Stock DoctorEpisode 30 – Elon is the gift that keeps on giving, India’s Battle of Billionaires Part 2, and why I continue to like Levi StraussThis week, I discuss the new twist in the Elon Musk vs. Twitter saga, the implications of the U.S. Jobs report, what Adani's entry into the Telecom space means for the entire sector, and why Levi Strauss deserves lots of love.2022-07-1127 min
The Stock DoctorEpisode 29 – Earnings Weakness Await, Indian Autos continue to deliver, and is it time to Just Do It with Nike?This week, I discuss how we are finally starting to see the impact of Fed's rate hikes on the overall economy, in the form of earnings downgrade. I also discuss the June sales of Indian automakers and revisit Nike and dissect potential as an investment.2022-07-0432 minThe Stock DoctorEpisode 28 – A Bear Market Relief Rally, The threat facing Indian EVs, and let’s dissect FedEx CorpThis week, I discuss the market rally witnessed last week, the threat facing India's EV revolution, and the long-term investing potential of FedEx Corp.
Additional Information
You can register for FedEx's Investor Day taking place on June 29th using this link: https://www.investorsmeeting.fedex.com/home/default.aspx2022-06-2728 minThe Stock DoctorEpisode 27 – A 75 bps Check Raise from the Fed, India’s 5G revolution takes shape, and an Update on NvidiaThis week, I discuss the Fed's decision to hike interest rates by 75 bps, the Indian government's plans for 5G spectrum auctions, and an update on Nvidia.
DISCLAIMER: My family and/or I are LONG NVDA.2022-06-2024 minThe Stock DoctorEpisode 26 – Inflation Worries Are Back and Uber Deserves Some LoveThis week, I discuss how rising inflation is tormenting investors in both the U.S. and Indian equity markets and why Uber remains one of my top picks for the long-term.2022-06-1228 minThe Stock DoctorEpisode 25 – Elon’s “Bad Feeling,” Dimon’s “Hurricane” Warning, Indian Autos’ Resilience, and the Tricky Path Facing General MotorsIt's great to be back! Apologies for the slightly-longer than expected hiatus, got caught up with some time-sensitive commitments.
This week, I talk about the comments from Jamie Dimon and Elon Musk regarding the economy, I discuss the May auto sales numbers, and I talk about the challenges facing General Motors.2022-06-0631 minThe Stock DoctorEpisode 24 – Elon Makes an Offer, India’s IT Giants deliver a mixed bag of earnings and Delta Delivers Once AgainHappy Easter everybody! This week, I talk about the Elon Musk's "bizarre" bid for Twitter, the earnings of Indian IT giants TCS and Infosys, and also give you an update on Delta Airlines.2022-04-1732 minThe Stock DoctorEpisode 21 – Powell Comes Back into Focus, India’s Fuel Retailers and FMCG Companies Suffer, and is Nike a Good Bet?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.2022-03-2720 minThe Stock DoctorEpisode 20 – Impact of Ukraine-Russia Conflict Intensifies, Indian automakers’ February Sales disappoint, and Time to Revisit Ford MotorThis 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 Davidson, and Hero MotoCorp. My family and/or I may initiate a LONG position on Ford Motor in the next 72 hours. Views expressed here are my own and should N...2022-03-0623 minThe Stock DoctorEpisode 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 levelsThis 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.2022-02-2723 minThe Stock DoctorEpisode 18 – Russia-Ukraine is all what the Markets Care, the curious tale of Indian Banking Sector, and a chipmaker that belongs among the EliteThis 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, and Nvidia. Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.2022-02-2125 minThe Stock DoctorEpisode 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?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.2022-02-1328 minThe Stock DoctorEpisode 16 – A Week of Market Insanity, A Growth-Oriented Budget 2022, and what’s “Cruis( e )”ing at General Motors?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 advice. You MUST do your own due diligence before investing.2022-02-0627 minThe Stock DoctorEpisode 15 - The Fed Has Spoken, The Doctor’s Budget 2022 "Wishlist", and an Update on the Golden ArchesThis 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.2022-01-3021 minThe Stock DoctorEpisode 14 - Continued bloodbath on Wall Street, India’s heavyweights continue to deliver, and I reevaluate this bank stock just because it just became cheaper!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 are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.2022-01-2324 minThe Stock DoctorEpisode 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!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 and/or I may initiate a LONG position in Delta Airlines and Citigroup in the next 72 hours.2022-01-1722 minThe Stock DoctorEpisode 12 – Omicron & Powell Slam the Big Tech, the ARPU Effect on Indian Telecom, and Salesforce is still a force to be reckoned withIn 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.2021-12-0618 minThe Stock DoctorEpisode 11 – Omicron Overshadows Powell, The Reliance-Aramco Conundrum, and the X(Peng) FactorOn 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.2021-11-2920 minThe Stock DoctorEpisode 10 – Uncertainty is Back, Paytm Turns Party-pooper, and how is Goldman Sachs’ stock so cheap?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.2021-11-2227 minThe Stock DoctorEpisode 9 – Inflation Fears Crush Sentiment, India’s Massive Win at COP26, and Call me Crazy, but I like Rivian!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.2021-11-1421 minThe Stock DoctorEpisode 8: Thanksgiving comes early for the markets, Indian Autos’ October Pain, and Is Uber finally starting to deliver?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!2021-11-0728 minThe Stock DoctorEpisode 7: Bye-Bye FAANG, Hello MAMA ANT!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!2021-10-3124 minThe Stock DoctorEpisode 6: Netflix and Snap, Mixed Results from India’s Titans, and this US Car Retailer gets the Doctor Excited!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.2021-10-2524 minThe Stock DoctorEpisode 05: Blockbuster Bank Earnings, The Tata Group Week, and an airline for those who invest for the “long-haul”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!2021-10-1729 minThe Stock DoctorEpisode 4: Facebook In "Trouble" (Again), Battle of India's Billionaires, and the Doctor Goes Jeans ShoppingIn 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. 2021-10-1023 minThe Stock DoctorEpisode 3: The September Curse, India's Mixed Auto Bag, and Has CarMax Maxed Out?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. 2021-10-0426 minThe Stock DoctorEpisode 2: A Wild Ride, the number 60000 and the Farley FactorIn 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. 2021-09-2625 minThe Stock DoctorEpisode 1: The New iPhone, A Historic Space Mission, and a Painful RecallIn 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!2021-09-1929 minThe Stock DoctorEpisode 0: The Origin StoryIn 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. 2021-09-1904 min