82 episodes
The Stock Doctor Dr Vinay Utham
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- Business
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5.0 • 1 Rating
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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.
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Episode 82 – Mag Seven’s Week of Reckoning, RBI Minutes Confirm Worries on Food Inflation, and why I See An Opportunity in Nike
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 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. Until then, stay safe and make some money! -
Episode 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 Lululemon
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 thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week. Until then, stay safe and make some money! -
Episode 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 Beneficiary
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 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! -
Episode 79 – Inflation Remains Sticky in the US and India and why Oracle Could be an AI Beneficiary
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 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! -
Episode 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’s
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 thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week. Until then, stay safe and make some money! -
Episode 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 Efforts
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.