Episodes
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 @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening....
Published 04/21/24
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 ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠. Thank you once again for listening. See you next week. Until then, stay safe and...
Published 04/14/24
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 tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠. Thank you...
Published 04/07/24
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 ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠. 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!
Published 03/17/24
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 email me on ⁠⁠⁠⁠[email protected]⁠⁠⁠⁠. Thank you once again for listening. See you next...
Published 03/10/24
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.
Published 03/03/24
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 ⁠⁠⁠[email protected]⁠⁠⁠. Thank you once again for listening. See you next week. Until then, stay...
Published 02/26/24
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 ⁠⁠[email protected]⁠⁠. Thank you once again for listening. See you next week. Until then, stay safe and make some money!
Published 02/18/24
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 ⁠[email protected]⁠. Thank you once again for listening. See you next week. Until then, stay safe and make some money!
Published 02/11/24
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 [email protected]. Thank you once again for listening. See you next week. Until then, stay safe and make some money!
Published 01/14/24
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 [email protected]. Thank you for listening. See you next week! Until then, stay safe and make some money!
Published 01/07/24
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 [email protected]. Thank you for listening. Have an amazing last few weeks of 2023, Merry Christmas, and I will see you all in the New...
Published 12/10/23
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 [email protected]. Thank you for listening. See you next week! Until then, stay safe and make some money!
Published 11/26/23
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 [email protected]. Thank you for listening. See you in 2 weeks! Until then, stay safe and make some money!
Published 11/19/23
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 [email protected]. Thank you for listening. See you in 2 weeks! Until then, stay safe and make some money!
Published 11/12/23
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 [email protected]. Thank you for listening. See you in 2 weeks! Until then, stay safe and make some money!
Published 10/22/23
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 [email protected]. Thank you for listening. See you next week! Until then, stay safe and make some money!
Published 10/15/23
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 [email protected]. Thank you for listening. See you next week! Until then, stay safe and make some money!
Published 10/08/23
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 [email protected]. Thank you for listening. See you next week! Until then, stay safe and...
Published 10/01/23
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 me @uthamvinay or email me on [email protected]. Thank you for listening. See...
Published 09/24/23
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 [email protected]. Thank you for listening. See you next week! Until then, stay safe and make some money!
Published 08/06/23
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 [email protected]. Thank you for listening. See you next week! Until then, stay safe and make some money!
Published 07/30/23
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 [email protected]. Thank you for listening. See you in two weeks as I take next week off due to family commitments! Until then,...
Published 07/02/23
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 [email protected]. Thank you for listening. See you next week! Until then, stay safe and make some money!
Published 06/25/23
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 the doctor to diagnose and dissect, do tweet me @uthamvinay or email me on...
Published 06/18/23