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 Long-Term Investors

Thank you once again for listening. See you next week! Until then, stay safe and make some money!

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 Lululemon is back in the good books of investors

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

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 competition

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 (ticker: ORCL) had one fabulous year

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 Indian equity markets is justified.

About Charles Sunnucks, CFA CAIA

Charles is currently working as a PM (Emerging Market Equities) at Oldfield Partners. Prior to joining Oldfield, Charles was involved with cross-border M&A transactions at investment bank Novitas. He has also previously worked at Jupiter Asset Management where co-managed the Jupiter Emerging & Frontier Income Trust. He is both a CFA and a CAIA Charterholder. He has also published a book titled The Company Valuation Playbook: Invest with Confidence, where he shares the secrets behind how investment professionals value companies. The book is available on Amazon and other bookstores.

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)

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)

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)

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 Nvidia (ticker: NVDA)