PODCAST · business
The Stock Doctor
by Dr Vinay Utham
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.
Episodes
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Episode 148 – The Fed Cuts but Hawks Push Back, Indian Autos Roll On & My Take on UBER
On the final episode of 2025 of The Stock Doctor Podcast, I discuss: 1. What the latest interest-rate cut from the Fed means for US investors, 2. How Indian automakers maintained their momentum in November and, 3. Why the Market is Wrong About UBER (ticker: UBER) Thank you once again for…
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Episode 147 – US Interest Rates To Drop? Indian Economy Surges 8.2% & My Take on GOOGL
On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why the latest US economic data supports the case for a rate cut in December, 2. The implications for RBI and Investors after India's latest GDP numbers and 3. Why Google-parent Alphabet (ticker: GOOGL) Deserves All the Spotlight...
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Episode 146 – US Markets Shrug at Nvidia, Importance of India-US Trade Deal, and My Take on Meta
On this week's episode of The Stock Doctor Podcast, I discuss: 1. How investors reacted to Nvidia's blockbuster Q3 earnings report , 2. Why There Is An Increased Urgency to Resolving India-US Trade Deal , and 3. Why Meta Platforms (ticker: META) doesn't deserve the market's punishment Thank you...
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Episode 145 – Fed Gets Data as Shutdown Ends, No Conundrum for RBI, and My Take on Microsoft
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Implications for the Fed as US Government Shutdown finally ends , 2. Why the RBI has the Luxury of Waiting as More Positive Economic Data Comes in , and 3. Why Microsoft (ticker: MSFT) deserves a lot more credit from the market...
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Episode 144 – AI Rally Unwinds, Inflation Set to Cool in India, and Netflix in Focus
On this week's episode of The Stock Doctor Podcast, I discuss: 1. What drove the sudden plunge in Big Tech stocks , 2. How India's inflation picture is shaping up in India, and 3. Why Netflix's (ticker: NFLX) post-earnings plunge has nothing to do with a Brazilian tax expense Thank you once again...
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Episode 143 – AI Trade Tops Geopolitics, Indian Autos Binge on Festive Cheer, & Spotlight on Goldman
On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why All Markets Care About These Days is AI , 2. The Latest Auto Sales Numbers & What They Mean for Indian Autos, and 3. What I Would Do with Goldman Sachs (ticker: GS) Post Its Stellar Earnings Thank you once again for listening....
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Episode 142 – Wall Street Enters Week of Reckoning, Indian Banking’s Revolution, and the FedEx Debate
On this week's episode of The Stock Doctor Podcast, I discuss: 1. What awaits for markets in the week ahead after yet another strong week for the bulls, 2. Why the Indian Banking sector is at an inflection point, and 3. Why I am still unconvinced about FedEx Corp (ticker: FDX) Thank you once…
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Episode 141 – Volatility is Back on Wall Street, All Smiles on Dalal Street, & Oracle Climbs the Tech Ladder
On this week's episode of The Stock Doctor Podcast, I discuss: 1. How multiple macro factors have brought volatility back to the US markets even as they hit record highs, 2. Why Indian investors can smile during this festive season, and 3. Why Oracle (ticker: ORCL) deserves to be in the major...
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Episode 140 - 4th Anniversary Special - Special Guest Dr Ryan Lemand
On this week's episode of The Stock Doctor Podcast, we celebrate the 4th Anniversary of the Show with our special guest, Dr Ryan Lemand of Neovision Wealth Management. We discussed a wide range of topics including: 1. The impact of Fed's recent rate cut decision, 2. The Fed's independence and its...
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Episode 139 – Powell Lifts US Markets, AI Trade Stall, India Inc. Falters, & Alphabet Gets My Vote
On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why Fed Chair Jerome Powell's speech at the Jackson Hole Summit was a positive catalyst for US markets even as the AI trade showed signs of fatigue, 2. The horrible Q1 Earnings delivered by India Inc., and What It Means for...
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Episode 138 – The Fed at A Crossroads, PM Modi’s Big Bang GST Reforms, and Netflix Continues to Win
On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why US Fed Officials Are in a Dilemma thanks to conflicting inflation reports, 2. Why PM Modi's GST 2.0 Mega Reforms are Set to Turbocharge the Indian Economy, and 3. Why Netflix (ticker: NFLX) can't afford to rest on its laurels...
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Episode 137 – US Rally Rolls On, 50% Tariff Opens Doors for Indian Investors, & Why FedEx Still Lags
On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why US Markets Continue to Set Record Highs despite economic uncertainties continuing to persist, 2. Why I don't think the 50% Tariff pain on India isn't going to be as bad as markets think, and 3. Why logistics giant FedEx Corp...
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Episode 136 – Indian Automakers Back on Track Albeit Marginally and Why I am Bullish on This Cybersecurity Name
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The July sales numbers of the Indian automakers and what they mean for auto investors, and 2. Why I continue to remain bullish on cybersecurity giant, Palo Alto Networks (ticker: PANW) despite the short-term negativity around the...
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Episode 135 – US Investors Cheer Tariff Certainty, Indian Economy May Not be As Resilient as Data Suggests, and Why Home Depot Still Fails to Impress Me
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The latest trade deals inked by the US with the EU and Japan and what it means for investors and for the overall global trade landscape, 2. Why Indian investors need to look more carefully at the latest economic data, and 3. Why…
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Episode 134 – Strong Start to the US Earnings Season but Threat to Fed’s Independence Remains an Overhang, India-US Trade Deal Uncertainty Makes Investors Nervous, and Why UBER is Winning the AV Race
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Strong Start to the US Earnings Season, 2. The Implications if the Fed Loses Its Independence, 3. An Update on the India-US Trade Talks, and 4. Why Uber is Likely to win the AV Race Thank you once again for listening. See you...
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Episode 133 – President Trump Gets His ‘Big Beautiful Bill’ But Markets Wary of Tariffs, Indian Automakers Slow Down, and Why Facebook-Parent Meta is Already Winning at AI
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Implications of President Trump's new tariff policies, 2. What the 'Big Beautiful Bill' Means for Investors, 3. Why Indian Auto Investors Should be Concerned, and 4. How Facebook-Parent Meta is already winning at AI Thank you...
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Episode 132 – US Markets Hit Record Highs Even as the US Consumer Lacks Confidence, RBI’s Growth-Inducing Moves Yet to Have Any Impact, and Why Investors Love Microsoft Again
After a 2-week break, The Stock Doctor Podcast is back! On this week's episode, I discuss: 1. The growing divergence seen between US consumers and US investors, 2. The current status of President Trump's 'Big Beautiful Bill,' 3. Why RBI's growth-inducing moves are yet to have any impact, and 4.…
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Episode 131 – US Labor Market Remains on a Solid Footing But Uncertainties Remain, RBI’s Moves Should Unleash the Indian Economy, and Why I am Bullish on Alphabet
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The Myriad of Uncertainties Facing US Investors this Summer, 2. How RBI's latest move can turbocharge the Indian Economy, 3. Why I believe Google parent Alphabet (ticker: GOOGL) deserves more love from investors Thank you once…
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Episode 130 – US-China Truce Shows Signs of Unraveling, Nvidia Silences Its Doubters, Indian Automakers Suffer a Domestic Hangover, and Why Netflix is the King of Streaming
On this week's episode, I discuss: 1. The latest twists & turns related to President Trump's tariff policies & Nvidia's Blowout Quarterly Numbers, 2. The May Sales of Indian Automakers, and 3. Why Noone is Dethroning Netflix (ticker: NFLX) Anytime Soon Thank you once again for listening. See you...
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Episode 129 – Trump Receives a Harsh Reality Check from Bond Vigilantes, A Lot of Optimism on the Street for the Indian Economy, and Why I am Upgrading JPMorgan
On this week's episode of The Stock Doctor Podcast, I discuss: 1. Why investors should be worried about the rising US fiscal deficits, 2. Why the Indian growth story remains intact, and 3. Why I am upgrading JPMorgan Chase (ticker: JPM) Thank you once again for listening. See you next week! Until...
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Episode 128 – Trump’s Big Beautiful Tax Bill Takes the Spotlight, Cooling Inflation and Trade Talks Progress Bring FIIs Back to India, and Why Its Time to De-Board from Delta
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The progress being made on President Trump's "Big Beautiful Tax Bill" and its Impact on Investors, 2. How cooling inflation data in India bodes well for India's economic growth, and 3. Why It Could be an Opportune time to Book...
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Episode 127 – US-China Make Peace in Switzerland For Now, India and UK Sign a Historical Trade Deal, and Why I Have Lost Confidence in Nike’s Management
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The US-China temporary agreement that brought back the "Buy America" trade, 2. What the historic UK-India Free Trade Agreement means for Indian investors, 3. Why I continue to remain unimpressed with Nike (ticker: NKE) Thank you…
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Episode 126 – Microsoft and Meta Distract US Investors from Tariff Woes, SUVs Help Indian Automakers in April, and Lululemon Just Can’t Catch a Break
On this week's episode of The Stock Doctor podcast, I discuss: 1. How solid earnings from Microsoft & Meta gave investors a much-needed distraction from tariff uncertainties, 2. The April sales data of Indian automakers, and 3. Why Lululemon Athletica (ticker: LULU) has become collateral damage…
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Episode 125 – Trump Sends Gifts to the Markets (for a Change), India’s Trade Agreement with the US Shaping Up Nicely, and Why is Everyone Hating on Nvidia
On this week's episode of The Stock Doctor podcast, I discuss: 1. How a change in rhetoric from the Trump Administration on the Fed and China brought joy to the US markets, 2. Why FIIs are making a comeback to Indian markets with a bang, 3. Why the hatred for Nvidia (ticker: NVDA) makes no sense…
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Episode 124 – Trump vs Powell Takes a Dark Turn, Are Indian Markets Back in Vogue, and Why FedEx Management Continues to Confound Me
On this week's episode of The Stock Doctor Podcast, I discuss: 1. How the threat to Fed's independence has become the latest headache for US Investors, 2. Investors seem to be warming up to Indian markets once again, 3. Why I have lost faith in FedEx Corp (NYSE: FDX)'s management again. Thank you...
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Episode 123 – Wall Street Goes on One of the Wildest Rollercoaster Rides in History, Can India capitalize on the Tariff Pause, and Why the Selloff in Adobe is Unjustified
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The crazy rollercoaster ride experienced my US investors as President Trump reversed his recriprocal tariffs, 2. Whether the reversal of reciprocal tariffs gives a greenlight to Indian investors, 3. Why the rampant selling in Adobe...
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Episode 122 – Trump’s Liberation Day Becomes Investors’ Worst Nightmare, Indian Automakers Finish FY25 on a High, and Why I Find a Fantastic Investment Opportunity in Oracle
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The impact from President Trump's 'Liberation Day' tariffs on the U.S. markets, the U.S. economy, and the rest of the world, 2. How Indian automakers finished FY25 as well as their March sales, 3. Why I believe Orace (ticker: ORCL)...
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Episode 121 – Are Trump’s Tariffs Killing American Exceptionalism, An Eventful End to FY25 for Indian Markets, and Why I am Buying the Recent Correction in Salesforce
On this week's episode of The Stock Doctor Podcast, I discuss: 1. Whether President Trump's tariff policies and negative investor sentiment implies American exceptionalism is dying, 2. How Indian markets fared in FY25 and what investors should expect in FY26, 3. Why the recent weakness in...
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Episode 120 – Fed Chair Powell Brings Back Memories of 2022, Musk’s Partnership with Ambani and Mittal a Game Changer for Indian Telecom, and Why Google’s Parent Can’t Catch a Break
On this week's episode of The Stock Doctor Podcast, I discuss: 1. How President Trump's tariffs are re-shaping the Federal Reserve's decision-making, 2. Why Elon Musk teaming up with both Mukesh Ambani and Sunil Mittal is a blessing for Rural India, and 3. Is the beatdown seen in Google parent...
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Episode 119 – U.S. Consumer is Feeling Pretty Low on the Economy, Latest Data Confirms India’s Growth Story, and Why I Cashed Out of Microsoft
On this week's episode of The Stock Doctor podcast, 1. I discuss the state of the U.S. consumer during this time of economic uncertaity in the U.S. markets, 2. The latest economic data, including February's inflation report, which suggests that the Indian growth story remains intact, 3. Why I am...
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Episode 118 – Trump’s Tariffs Bring a Whole New Meaning to Volatility, Indian Auto Sales Ease Off the Gas, and the Uber Conundrum
On this week's episode of The Stock Doctor podcast, I discuss: 1. The way forward for US investors amidst all the volatility brought about by tariff uncertainty, 2. The February sales numbers of Indian automakers, 3. Why investors' "obsession" with AVs being a threat to UBER needs to stop Thank…
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Episode 117 – Not Even Nvidia Can Outmatch President Trump, Bloodbath at Dalal Street Despite Positive GDP Data, and What to Make of Starbucks
On this week's episode of The Stock Doctor podcast, I discuss: 1. How U.S. markets reacted to a week dominated by Nvidia's Q4 earnings and President Trump's tariff plans, 2. Why the bloodbath seen in Indian markets presents a long-term buying opportunity, and 3. Progress made by Starbucks under…
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Episode 116 – US Consumer Confidence Takes a Significant Hit, Is the Worst Over for the Indian Economy, and Why Netflix Continues to Remain an Investor Darling
On this week's episode of The Stock Doctor podcast, I discuss: 1. Why US Consumers Have Become More Pessimistic About the Economy, 2. Whether the worst is over for the Indian Economy, and 3. Why Netflix continues to receive so much love from investors. Thank you once again for listening. See you...
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Episode 115 – US Inflation Data Comes in Hot Even As Trump Ups His Tariff Game, RBI Gets a Gift from India’s CPI Print, and Goldman Sachs Marks Its Return
On this week's episode of The Stock Doctor podcast, I discuss: 1. The January US Inflation data, President Trump's tariff plans, and its implications for the US Markets, 2. Why the RBI must be thanking its stars based on January's Inflation Report in India, and 3. Goldman Sachs makes its...
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Episode 114 – US Jobs Report Lends Support to the Fed’s Stance on Rate Cuts, Indian Automakers Start 2025 With a Whimper, and JPMorgan Makes Its Debut
On this week's episode of The Stock Doctor podcast, I discuss: 1. The January U.S. Jobs Report and it's Implications for the Fed's Interest Rate policy, 2. The January sales numbers of Indian automakers, 3. Why its time to stop obsessing over JPMorgan CEO's Retirement party Thank you once again…
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Episode 113 – DeepSeek Saga Brutally Exposes the Irrational Exuberance of the AI Trade, Budget 2025 Should Turbocharge Consumer Spending, and FedEx Finally Answers My Prayers
On this week's episode of The Stock Doctor podcast, I discuss: 1. How the DeepSeek AI saga demonstrated just how irrationally exuberant US investors were, 2. The key takeaways from Budget 2025 and which stocks stand to benefit, 3. Why investors should choose FedEx Frieght over FedEx (ticker: FDX)...
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Episode 112 – Trump 2.0 Offers Fed Plenty to Think, Indian Automakers Gear Up for the EV Revolution, and Why Salesforce is my Top Pick for 2025
On this week's episode of The Stock Doctor podcast, 1. I discuss how President Trump's policies could affect the Fed's thinking in the coming months, 2. Why the Bharat Mobility Expo Could be a Turning Point for India's EV revolution, and 3. Why I changed my mind on Salesforce (ticker: CRM) Thank...
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Episode 111 – CPI Report Reverses the Negativity of the Jobs Report, Are Investors Losing Faith in Indian Markets, and Why Adobe’s Recent Weakness Is a Beautiful Opportunity for Long-Term Investors
On this week's episode of The Stock Doctor Podcast, I discuss: 1. The latest US CPI report and its implications for the Fed and Investors, 2. Whether you should be concerned about the long-term growth story of India, and 3. Whether the recent weakness seen in Adobe's stock is an opportunity for...
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Episode 110 – December Jobs Report Boosts Treasury Yields While Wiping Out Stocks, Indian Automakers End 2024 on a Strong Footing, and Why Lululemon Deserves Your Love
Happy New Year everyone! Wish all of you and your families a happy healthy 2025! On the first episode of 2025 of The Stock Doctor podcast, I discuss: 1. The December US Jobs Report and What It Means for The Fed and investors, 2. The December sales numbers of Indian automakers, and 3. Why…
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Episode 109 – US Economy Sees Jobs Bouncing Back, SUVs Keep Revving Up Sales of Indian Automakers, and Why One Really Needs to Look at Google Parent Alphabet
On the final episode of 2024, I discuss: 1. The November US Jobs Report and What It Means for The Fed, 2. The November sales numbers of Indian automakers, and 3. Why Investors Have a Fantastic Opportunity in Google Parent Alphabet Inc Thank you once again for listening. Wishing you all a Merry...
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Episode 108 – Trump’s Tariff Threats Not Strong Enough to Ruin Markets’ Thanksgiving Party, India’s Latest GDP Data Falls Short of Expectations, and Why There is No Stopping Netflix
On this week's episode of The Stock Doctor podcast, I discuss: 1. How Trump's Tariff threats and Inflation dominated a holiday-shortened trading week in the US , 2. Why there's a lot more than meets the eye when it comes to India's latest GDP data 3. Why Netflix (ticker: NFLX) simply has no...
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Episode 107 – Nvidia Has a Blowout Quarter Yet Why Were Investors Unhappy, RBI’s latest inflation headache, and why Oracle has had a stellar year
On this week's episode of The Stock Doctor podcast, I discuss: 1. The absurdity surrounding the crazy expectations investors have from Nvidia, as seen by the reaction to its latest earnings report, 2. Why Food Inflation is not the only problem that the RBI has to deal with, and 3. Why Oracle Corp...
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Episode 106 - My Interview with Charles Sunnucks of Oldfield Partners
On this week's special episode, I interview fund manager Charles Sunnucks, CFA CAIA of Oldfield Partners. We discussed a wide variety of topics including the impact of prospective tariffs of President-elect Trump on China and other emerging markets and whether the rampant selling by FIIs in…
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Episode 105 – Trump 2.0, Powell and Their Impact on US Markets, India Inc’s Lackluster Q2 Earnings, and Why I Continue to Avoid FedEx
On this week's episode, I discuss: 1. How Trump completely overshadowed Fed Chair Powell in the US markets, 2. What is actually going on in the Indian equity markets, 3. Why I continue to stay away from FedEx Corp (ticker: FDX) P.S: If you have a specific Indian or US stock suggestion for the...
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Episode 104 – The US Economy Remains Resilient Ahead of the Biggest Week of the Year, Indian Automakers Have a Stellar Festive Season, and Why The Recent Weakness in Adobe Could be A Good Time to Buy
On this week's episode, I discuss: 1. The key takeaways from the Big Tech Earnings as well as the latest US jobs report and what it means for the Fed 2. The October sales numbers of the Indian automakers 3. Why I continue to believe in the long-term potential of Adobe Inc (ticker: ADBE) P.S: If…
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Episode 103 – US Q3 Earnings Season Off To a Great Start Thanks to the Banks, Inflation Rears Its Ugly Head Again in India, and Platformization Seems to Work Well for Palo Alto Networks
On this week's episode, I discuss: 1. The key takeaways from the Q3 earnings of The Big Banks ahead of a Week of Reckoning for Big Tech, 2. The September inflation report from India 3. Why Platformization strategy is already paying off for Palo Alto Networks (ticker: PANW) P.S: If you have a...
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Episode 102 – US Inflation Shows Its Wonkiness, RBI Opens Door for Rate Cuts, and Why There’s No Stopping Nvidia
On this week's episode, I discuss: 1. The Final inflation report before the US elections and what it means for the Fed and the markets; 2. The latest decision made by RBI's Monetary Policy Committee and what it means for Indian investors; 3. Why Investors Should Look Beyond AI when it comes to...
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Episode 101 - US Jobs Report Raise Hopes of Soft Landing, September Belonged to India's Two Wheelers, and why Walmart Continues to Shine
On 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)…
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100th Episode Special: My Interview with Dr Ryan Lemand of Neovision Wealth Management
The 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…
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Episode 99 – Why the Time has Come to Focus on Uber’s AV Moves
Ahead 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...
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ABOUT THIS SHOW
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.
HOSTED BY
Dr Vinay Utham
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Frequently Asked Questions
How many episodes does The Stock Doctor have?
The Stock Doctor currently has 148 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Stock Doctor about?
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.
How often does The Stock Doctor release new episodes?
The Stock Doctor publishes regularly with 148 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Stock Doctor?
You can listen to The Stock Doctor on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Stock Doctor?
The Stock Doctor is created and hosted by Dr Vinay Utham.
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