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© Dr Vinay Utham
Description
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.
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.
106 Episodes
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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.
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. Thank you once again for listening.
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)
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. Thank you once again for listening.
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)
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. Thank you once again for listening.
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)
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. Thank you once again for listening.
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)
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. Thank you once again for listening.
On this week's episode, I discuss:
1. The blockbuster September US Jobs Report, which brought so much joy to the markets;
2. The September sales numbers of Indian automakers and why investors in India's two wheelers should be happy;
3. Why Investors Should take a look at Walmart (ticker: WMT)
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. Thank you once again for listening.
The Stock Doctor completes 100 episodes and also turns 3 years old! I would like to thank all of you from the bottom of my heart for all the support and love that you have given me and the show!
To celebrate the special occasion, this week's episode features a special guest: Dr Ryan Lemand, CEO and Co-Founder of Neovision Wealth Management.
We discussed a host of issues, including the Fed's monumental rate-cut decision and its implications for the US markets, the AI trade, Gold, and a whole lot more!
You can follow Dr Lemand on LinkedIn here: https://www.linkedin.com/in/ryanlemand/
Ahead of the show's double milestone of completing 100 episodes and completing 3 years, this week's episode is a Bonus episode.
On the 100th episode, there will be a lot of chat on the US markets, the Fed, the latest jobs data, Nvidia, and much more. So this week's episode is a Doctor Dissects bonus episode.
This week, I dissect one of my favourite stocks Uber Technologies (ticker: UBER) and talk about why I believe the time has come for investors to focus on the company's AV ambitions.
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. Thank you once again for listening.
The show is on a break as I work on Episode 100 and the 3rd Anniversary special. The most-exciting episode till date will be released on September 22. So see you again in two weeks! Until then, stay safe and make some money!
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 thestockdoctorpodcast@gmail.com. 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 thestockdoctorpodcast@gmail.com. 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 thestockdoctorpodcast@gmail.com. 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
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. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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.
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. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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.
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. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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.
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. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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.
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. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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.
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. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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.
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. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
This week, I discuss the latest US CPI data, the all-important Fed decision and Apple's latest AI announcement, I talk about the May sales numbers from Indian automakers (finally!), and give my take on Salesforce's earnings and its long-term future.
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. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
This week, I talk about why investor fears are back when it comes to Fed's rate cut policy, I argue why investors should not be overly concerned about the "shock" election results in India, and dissect retail giant Walmart on the back of its 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 thestockdoctorpodcast@gmail.com. Thank you once again for listening. See you next week! Until then, stay safe and make some money!
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