On this week's episode of The Stock Doctor Podcast, I discuss:
1. Why Fed Chair Jerome Powell's speech at the Jackson Hole Summit was a positive catalyst for US markets even as the AI trade showed signs of fatigue,
2. The horrible Q1 Earnings delivered by India Inc., and What It Means for Investors, and
3. Why I continue to remain bullish on Google-parent Alphabet (ticker: GOOGL)
Thank you once again for listening. The Stock Doctor Podcast is going on an extended break due to my multiple critical commitments. The show will be back end of September, in time to celebrate it's 4-year anniversary. See you soon! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. Why US Fed Officials Are in a Dilemma thanks to conflicting inflation reports,
2. Why PM Modi's GST 2.0 Mega Reforms are Set to Turbocharge the Indian Economy, and
3. Why Netflix (ticker: NFLX) can't afford to rest on its laurels
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. Why US Markets Continue to Set Record Highs despite economic uncertainties continuing to persist,
2. Why I don't think the 50% Tariff pain on India isn't going to be as bad as markets think, and
3. Why logistics giant FedEx Corp (ticker: FDX) still is in my penalty box
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. The July sales numbers of the Indian automakers and what they mean for auto investors, and
2. Why I continue to remain bullish on cybersecurity giant, Palo Alto Networks (ticker: PANW) despite the short-term negativity around the stock
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. The latest trade deals inked by the US with the EU and Japan and what it means for investors and for the overall global trade landscape,
2. Why Indian investors need to look more carefully at the latest economic data, and
3. Why Home Depot (ticker: HD) continues to leave me unimpressed
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. The Strong Start to the US Earnings Season,
2. The Implications if the Fed Loses Its Independence,
3. An Update on the India-US Trade Talks, and
4. Why Uber is Likely to win the AV Race
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. The Implications of President Trump's new tariff policies,
2. What the 'Big Beautiful Bill' Means for Investors,
3. Why Indian Auto Investors Should be Concerned, and
4. How Facebook-Parent Meta is already winning at AI
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
After a 2-week break, The Stock Doctor Podcast is back! On this week's episode, I discuss:
1. The growing divergence seen between US consumers and US investors,
2. The current status of President Trump's 'Big Beautiful Bill,'
3. Why RBI's growth-inducing moves are yet to have any impact, and
4. Why investors have fallen in love with Microsoft (ticker: MSFT) again.
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. The Myriad of Uncertainties Facing US Investors this Summer,
2. How RBI's latest move can turbocharge the Indian Economy,
3. Why I believe Google parent Alphabet (ticker: GOOGL) deserves more love from investors
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode, I discuss:
1. The latest twists & turns related to President Trump's tariff policies & Nvidia's Blowout Quarterly Numbers,
2. The May Sales of Indian Automakers, and
3. Why Noone is Dethroning Netflix (ticker: NFLX) Anytime Soon
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. Why investors should be worried about the rising US fiscal deficits,
2. Why the Indian growth story remains intact, and
3. Why I am upgrading JPMorgan Chase (ticker: JPM)
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. The progress being made on President Trump's "Big Beautiful Tax Bill" and its Impact on Investors,
2. How cooling inflation data in India bodes well for India's economic growth, and
3. Why It Could be an Opportune time to Book Profits on Dela Air Lines (ticker: DAL)
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. The US-China temporary agreement that brought back the "Buy America" trade,
2. What the historic UK-India Free Trade Agreement means for Indian investors,
3. Why I continue to remain unimpressed with Nike (ticker: NKE)
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor podcast, I discuss:
1. How solid earnings from Microsoft & Meta gave investors a much-needed distraction from tariff uncertainties,
2. The April sales data of Indian automakers, and
3. Why Lululemon Athletica (ticker: LULU) has become collateral damage of the tariff uncertainties
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor podcast, I discuss:
1. How a change in rhetoric from the Trump Administration on the Fed and China brought joy to the US markets,
2. Why FIIs are making a comeback to Indian markets with a bang,
3. Why the hatred for Nvidia (ticker: NVDA) makes no sense to me
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. How the threat to Fed's independence has become the latest headache for US Investors,
2. Investors seem to be warming up to Indian markets once again,
3. Why I have lost faith in FedEx Corp (NYSE: FDX)'s management again.
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. The crazy rollercoaster ride experienced my US investors as President Trump reversed his recriprocal tariffs,
2. Whether the reversal of reciprocal tariffs gives a greenlight to Indian investors,
3. Why the rampant selling in Adobe (ticker: ADBE) offers a buying opportunity for investors
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. The impact from President Trump's 'Liberation Day' tariffs on the U.S. markets, the U.S. economy, and the rest of the world,
2. How Indian automakers finished FY25 as well as their March sales,
3. Why I believe Orace (ticker: ORCL) is a great long-term buying opportunity.
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. Whether President Trump's tariff policies and negative investor sentiment implies American exceptionalism is dying,
2. How Indian markets fared in FY25 and what investors should expect in FY26,
3. Why the recent weakness in Salesforce is a buying opportunity in my opinion.
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor Podcast, I discuss:
1. How President Trump's tariffs are re-shaping the Federal Reserve's decision-making,
2. Why Elon Musk teaming up with both Mukesh Ambani and Sunil Mittal is a blessing for Rural India, and
3. Is the beatdown seen in Google parent Alphabet's stock justified?
Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com.
