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.
On this week's episode of The Stock Doctor podcast,
1. I discuss the state of the U.S. consumer during this time of economic uncertaity in the U.S. markets,
2. The latest economic data, including February's inflation report, which suggests that the Indian growth story remains intact,
3. Why I am just not feeling confident on Microsoft (ticker: MSFT) anymore
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 way forward for US investors amidst all the volatility brought about by tariff uncertainty,
2. The February sales numbers of Indian automakers,
3. Why investors' "obsession" with AVs being a threat to UBER needs to stop
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 U.S. markets reacted to a week dominated by Nvidia's Q4 earnings and President Trump's tariff plans,
2. Why the bloodbath seen in Indian markets presents a long-term buying opportunity, and
3. Progress made by Starbucks under new CEO Brian Niccol
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 Consumers Have Become More Pessimistic About the Economy,
2. Whether the worst is over for the Indian Economy, and
3. Why Netflix continues to receive so much 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 onthestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor podcast, I discuss:
1. The January US Inflation data, President Trump's tariff plans, and its implications for the US Markets,
2. Why the RBI must be thanking its stars based on January's Inflation Report in India, and
3. Goldman Sachs makes its long-overdue return
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 onthestockdoctorpodcast@gmail.com.
On this week's episode of The Stock Doctor podcast, I discuss:
1. The January U.S. Jobs Report and it's Implications for the Fed's Interest Rate policy,
2. The January sales numbers of Indian automakers,
3. Why its time to stop obsessing over JPMorgan CEO's Retirement party
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 onthestockdoctorpodcast@gmail.com.