The Stock Doctor

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 construed as financial advice. Please do your own due diligence prior to investing.

148 episodi

Episode 148 – The Fed Cuts but Hawks Push Back, Indian Autos Roll On & My Take on UBER
16/12/2025
33:19
On the final episode of 2025 of The Stock Doctor Podcast, I discuss:1. What the latest interest-rate cut from the Fed means for US investors, 2. How Indian automakers maintained their momentum in November and,3. Why the Market is Wrong About UBER (ticker: UBER)Thank you once again for listening. See you in January 2026! 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 [email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Episode 147 – US Interest Rates To Drop? Indian Economy Surges 8.2% & My Take on GOOGL
2/12/2025
40:01
On this week's episode of The Stock Doctor Podcast, I discuss:1. Why the latest US economic data supports the case for a rate cut in December, 2. The implications for RBI and Investors after India's latest GDP numbers and3. Why Google-parent Alphabet (ticker: GOOGL) Deserves All the SpotlightThank 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 [email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
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Episode 146 – US Markets Shrug at Nvidia, Importance of India-US Trade Deal, and My Take on Meta
25/11/2025
35:13
On this week's episode of The Stock Doctor Podcast, I discuss:1. How investors reacted to Nvidia's blockbuster Q3 earnings report , 2. Why There Is An Increased Urgency to Resolving India-US Trade Deal , and3. Why Meta Platforms (ticker: META) doesn't deserve the market's punishmentThank 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 [email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Episode 145 – Fed Gets Data as Shutdown Ends, No Conundrum for RBI, and My Take on Microsoft
18/11/2025
34:56
On this week's episode of The Stock Doctor Podcast, I discuss:1. The Implications for the Fed as US Government Shutdown finally ends , 2. Why the RBI has the Luxury of Waiting as More Positive Economic Data Comes in , and3. Why Microsoft (ticker: MSFT) deserves a lot more credit from the marketThank 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 [email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Episode 144 – AI Rally Unwinds, Inflation Set to Cool in India, and Netflix in Focus
11/11/2025
34:05
On this week's episode of The Stock Doctor Podcast, I discuss:1. What drove the sudden plunge in Big Tech stocks , 2. How India's inflation picture is shaping up in India, and3. Why Netflix's (ticker: NFLX) post-earnings plunge has nothing to do with a Brazilian tax expenseThank 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 [email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Episode 143 – AI Trade Tops Geopolitics, Indian Autos Binge on Festive Cheer, & Spotlight on Goldman
4/11/2025
38:27
On this week's episode of The Stock Doctor Podcast, I discuss:1. Why All Markets Care About These Days is AI , 2. The Latest Auto Sales Numbers & What They Mean for Indian Autos, and3. What I Would Do with Goldman Sachs (ticker: GS) Post Its Stellar Earnings 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 [email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Episode 142 – Wall Street Enters Week of Reckoning, Indian Banking’s Revolution, and the FedEx Debate
28/10/2025
31:22
On this week's episode of The Stock Doctor Podcast, I discuss:1. What awaits for markets in the week ahead after yet another strong week for the bulls, 2. Why the Indian Banking sector is at an inflection point, and3. Why I am still unconvinced about FedEx Corp (ticker: FDX)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 [email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Episode 141 – Volatility is Back on Wall Street, All Smiles on Dalal Street, & Oracle Climbs the Tech Ladder
22/10/2025
38:36
On this week's episode of The Stock Doctor Podcast, I discuss:1. How multiple macro factors have brought volatility back to the US markets even as they hit record highs,2. Why Indian investors can smile during this festive season, and3. Why Oracle (ticker: ORCL) deserves to be in the major leaguesThank 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 [email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Episode 140 - 4th Anniversary Special - Special Guest Dr Ryan Lemand
29/9/2025
43:59
On this week's episode of The Stock Doctor Podcast, we celebrate the 4th Anniversary of the Show with our special guest, Dr Ryan Lemand of Neovision Wealth Management. We discussed a wide range of topics including:1. The impact of Fed's recent rate cut decision, 2. The Fed's independence and its impact on Markets, and 3. What the future lies for one of the hottest trades of the year: GoldP.S.: Thank you very much for all the love and support that you have given this show! It means a lot and I hope to continue to make the show bigger and better with each passing year!
Episode 139 – Powell Lifts US Markets, AI Trade Stall, India Inc. Falters, & Alphabet Gets My Vote
26/8/2025
32:39
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, and3. 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 [email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Un'azienda di

The Stock Doctor

Dr Vinay Utham

148 episodi

Episode 148 – The Fed Cuts but Hawks Push Back, Indian Autos Roll On & My Take on UBER

Episode 147 – US Interest Rates To Drop? Indian Economy Surges 8.2% & My Take on GOOGL

Episode 146 – US Markets Shrug at Nvidia, Importance of India-US Trade Deal, and My Take on Meta

Episode 145 – Fed Gets Data as Shutdown Ends, No Conundrum for RBI, and My Take on Microsoft

Episode 144 – AI Rally Unwinds, Inflation Set to Cool in India, and Netflix in Focus

Episode 143 – AI Trade Tops Geopolitics, Indian Autos Binge on Festive Cheer, & Spotlight on Goldman

Episode 142 – Wall Street Enters Week of Reckoning, Indian Banking’s Revolution, and the FedEx Debate

Episode 141 – Volatility is Back on Wall Street, All Smiles on Dalal Street, & Oracle Climbs the Tech Ladder

Episode 140 - 4th Anniversary Special - Special Guest Dr Ryan Lemand

Episode 139 – Powell Lifts US Markets, AI Trade Stall, India Inc. Falters, & Alphabet Gets My Vote