This week, on Episode 98 of The Stock Doctor podcast:

1. I discuss the key takeaways of Fed Chair Jerome Powell's speech at this year's Jackson Hole Summit, and their implications for US markets;

2. I discuss the Minutes of RBI's latest meeting and argue why food inflation is a worrying factor for both the Indian consumers and investors;

3. I dissect another Sensational Six Member, Microsoft (ticker: MSFT), which makes its debut on the show.

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.

The show is on a break next week. So see you again in two weeks! Until then, stay safe and make some money!

This week, on Episode 97, of The Stock Doctor podcast:

1. I discuss the inflation and other key economic data coming out from the US and India, and what it could mean for their investors;

2. I dissect one of the Sensational Six Members, Google Parent Alphabet (ticker: GOOGL), on the back of its latest earnings report.

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!

On Episode 96 of the Stock Doctor Podcast, I discuss:

1. The crazy roller coaster ride that investors experienced in the US markets

2. The key developments from the latest meeting of the RBI-led Monetary Policy Committee

3. My thoughts on the latest quarterly report from United Parcel Service (UPS)

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!

On Episode 95 of the Stock Doctor Podcast, I discuss:

1. The weak US economic data and what it means for the Fed and the markets;

2. The earnings from Microsoft, Amazon, and Meta and what it means for the AI trade

3. The July sales numbers of Indian automakers

4. Why I think No one today can dethrone Netflix

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.

This week's episode features my views on the Great Rotation trade undergoing in the US markets, how the Big Banks have performed in the quarter gone by, why the Indian stock market rally is worrying the RBI, and why I am frankly frustrated with Nike.

This week, I analyse the June CPI data of both the US and India and their impact on monetary policy, I discuss why the RBI needs to start looking into climate change more closely, and why my opinion on FedEx has changed.

The countdown to 100 Episodes Officially Begins this week!

On Episode 91, I discuss why a September Rate Cut by the Fed is back on the table, why Bajaj Auto May Have Transformed the 2-Wheeler Space for Good, and why Adobe Investors are seeing their patience getting paid off.

Happy Independence Day to all my US Listeners!

This week, I discuss the performance of US markets during the first half of 2024, the latest data coming out on the Fed's preferred inflation metric, the impact of the recent tariff hikes by India's telecom operators on 5G usage, and why I think Oracle could be yet another major AI beneficiary.

This week, I talk about how the US markets have become overly-reliant on chip giant Nvidia and why that could be a dangerous thing, I discuss the implications of the extreme heat on RBI's fight against inflation, and why I continue to remain bullish on Lululemon Athletica.