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 constru... more

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FAQs about The Stock Doctor:

How many episodes does The Stock Doctor have?

The podcast currently has 148 episodes available.

The Stock Doctor episodes:

January 08, 2023 Episode 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 [email protected]. Thank you for listening and see you again next week! Until then, stay safe and make some money!
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28min
December 19, 2022 Episode 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 [email protected]. 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 and make some money!
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23min
December 11, 2022 Episode 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 [email protected]. Thank you for listening and see you next week. Until then, stay safe and make some money!
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25min
November 27, 2022 Episode 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 Watchlist
This 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 [email protected]. Thank you for listening and see you next week. Until then, stay safe and make some money!
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24min
November 13, 2022 Episode 43 - Further Evidence of U.S. Inflation Cooling, Indian Banks' Display Strong Credit Growth, and Why Uber Remains One of My Favourite Picks
This 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 [email protected]. Thank you for listening and see you next week. Until then, stay safe and make some money!
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24min
November 07, 2022 Episode 42 - Fed Tries to Shake Off Its Predictability, Diwali Fireworks for Indian Autos, and an update on Google's Parent Alphabet
This 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 [email protected]. Thank you for listening and see you next week. Until then, stay safe and make some money!
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33min
October 23, 2022 Episode 41 - A 'So-Far-So-Good' Earnings Season, Mixed Quarter For Reliance, and why Netflix is No Longer Just Chilling
This 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 [email protected]. Thank you listening and see you next week. Until then, stay safe and make some money!
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31min
October 16, 2022 Episode 40 - Inflation Data Leads to Wild Market Volatility, Adani Puts India's Cement Sector Under the Spotlight, and why Delta Airlines Deserves All the Love
This 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.
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31min
October 10, 2022 Episode 39 - Jobs Report Point to Continued Fed Aggression, Stellar September for Indian Autos, and why I am disappointed with Nike
This 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 [email protected]. Thank you for listening. Until then, stay safe and make some money!

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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36min
September 26, 2022 Episode 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 [email protected]. The Doctor's off next week, so see you in two. Until then, stay safe & make some money!
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27min

FAQs about The Stock Doctor:

How many episodes does The Stock Doctor have?

The podcast currently has 148 episodes available.