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 139 episodes available.

The Stock Doctor episodes:

February 21, 2022 Episode 18 – Russia-Ukraine is all what the Markets Care, the curious tale of Indian Banking Sector, and a chipmaker that belongs among the Elite
This week, I talk about how markets only care about how the Russia-Ukraine crisis is going to unfold, how despite some positive update, investors should tread with caution when it comes to India's banking sector, and why Nvidia is a company that should be mentioned in the same breath as the Big Tech.
DISCLAIMER: My family and/or I own shares of SBI, ICICI Bank, HDFC Bank, Axis Bank, Microsoft, and Nvidia. Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.
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26min
February 13, 2022 Episode 17 – Inflation Data and Russia-Ukraine Tensions Rock the Markets, The Power of the Indian Retail Investor, and is Uber on its way to being a Super-App?
This week, I discuss the impact of the record inflation data and the tensions between Russia and Ukraine on the stock markets, how the Indian stock markets are witnessing the emergence of retail investors, and whether Uber is on its way to be a Super App.
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29min
February 06, 2022 Episode 16 – A Week of Market Insanity, A Growth-Oriented Budget 2022, and what’s “Cruis( e )”ing at General Motors?
This week, I discuss how the markets lost it last week while reacting to earnings from Meta and Amazon, how India's Budget 2022 will be a catalyst for growth, and why investors should start to look beyond the EV strategy of General Motors.

DISCLAIMER: My family and/or I own shares of General Motors and Tata Steel. Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.
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28min
January 30, 2022 Episode 15 - The Fed Has Spoken, The Doctor’s Budget 2022 "Wishlist", and an Update on the Golden Arches
This week, I talk about what impact the Federal Reserve's decision to hike rates had on the markets, what I hope to see in India's upcoming Budget, and whether its time to reconsider McDonalds after its recent quarterly performance.
DISCLAIMER: Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.
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22min
January 23, 2022 Episode 14 - Continued bloodbath on Wall Street, India’s heavyweights continue to deliver, and I reevaluate this bank stock just because it just became cheaper!
On this week's episode, I discuss the brutal, indiscriminate selling witnessed last week on Wall Street, how India's heavyweights Reliance Industries and ICICI Bank continue to deliver strong performances consistently and why the selloff in Goldman Sachs looks overdone.
DISCLAIMER: My family and/or I own shares of Reliance Industries, ICICI Bank, Goldman Sachs, and Microsoft. Views expressed here are my own and should NOT be construed as investment advice. You MUST do your own due diligence before investing.
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25min
January 17, 2022 Episode 13 - Tepid Start to Earnings Season, More Good News for India’s EV & Telecom Sectors, and this Airline is so good that I am recommending it again!
Happy New Year everyone! On this first episode of 2022, I discuss the earnings of JP Morgan, Citigroup, and Wells Fargo and what it means for the Financials in general, the recent developments in the India's EV and Telecom sectors, and why Delta Airlines continues to be an excellent long-term investment.
DISCLAIMER: My family and/or I own shares of Goldman Sachs, Reliance Industries. My family and/or I may initiate a LONG position in Delta Airlines and Citigroup in the next 72 hours.
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23min
December 05, 2021 Episode 12 – Omicron & Powell Slam the Big Tech, the ARPU Effect on Indian Telecom, and Salesforce is still a force to be reckoned with
In the final episode of 2021, I discuss how the selloff in the Big Tech as a result of Omicron and Fed Chairman Powell's remarks can't be justified, how the tariff hikes are a blessing for the Indian telecom sector and why Salesforce is still very much a force to be reckoned with.
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19min
November 29, 2021 Episode 11 – Omicron Overshadows Powell, The Reliance-Aramco Conundrum, and the X(Peng) Factor
On this week's episode, I discuss whether the arrival of the new Covid variant Omicron means doomsday for the markets and the economy, the abandoned $15 billion deal between Reliance and Aramco, and why Chinese EV maker Xpeng Motors could be a great alternative to Tesla.
DISCLOSURE: My family and/or I own shares of Reliance Industries, Xpeng Motor, and Goldman Sachs.
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21min
November 22, 2021 Episode 10 – Uncertainty is Back, Paytm Turns Party-pooper, and how is Goldman Sachs’ stock so cheap?
This week, I discuss how the markets are factoring in numerous uncertainties, how India's red-hot IPO market just welcomed a party-pooper, and why Goldman Sachs could be an attractive long-term investment at current levels.
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28min
November 14, 2021 Episode 9 – Inflation Fears Crush Sentiment, India’s Massive Win at COP26, and Call me Crazy, but I like Rivian!
This week, I discuss the impact of record inflation on the markets, how India managed to get a huge win at the recently concluded COP26 summit, and why, in my opinion, Rivian Automotive is not just another EV player.
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22min

FAQs about The Stock Doctor:

How many episodes does The Stock Doctor have?

The podcast currently has 139 episodes available.