The Stock Doctor

Episode 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 Lines


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The 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 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!

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The Stock DoctorBy Dr Vinay Utham