The Chinchilla Picking Podcast

Nick Young steps in for Dave to discuss this week's market news.

Brandon buys......................BOEINGNick Young returns to talk about what is driving the market.

Brandon tells us how to potentially profit off of the price of eggs. Dave dives into the recent trade talks.

Brandon and Dave give their thoughts on if we are in a recession based on earnings trends and how the GDP number is calculated. Plus a look at Union Pacific's debt, the Berkshire shareholder's meeting, and Dave's take on the state of the oil market.

Brandon dives into Netflix earnings and talks about why the stock could double over the next five years. Dave and Brandon give their opinions on PalantirDave dives into what's moving the crypto markets in regards to Solana

Nick young joins the podcast this week as Brandon is off. We discuss a little about tariffs. Nick has some calls to make with travel companies and David gives an explanation on crypto and where he believes it is headed.

Brandon gives you his insight from Friday's bank earnings and who he thinks will benefit from the tariffs.

Brandon and Dave argue about tariffs but agree on what to do regardless.

Brandon checks in on the market cycle, are we near a recession?Dave dives into big developments in the pharmaceutical industry.

Brandon dives into Nike's q3 earnings and tells us whether or not he's decided to have more patience with the stock or if he is has sold it. Dave tells us why he thinks Novo Nordisk is a buy and dives into crypto headlines.

Plus, the headlines and upcoming earnings.

Brandon looks at the recent results of Costco and Nvidia. Dave covers the pharmaceutical industry.

We discuss the recent Berkshire earnings and this year's shareholder letter. Dave dives into Fiverr and Him's.

A quick Downtime with Dave episode as he focuses on the current Oil headlines of the day and why they are not affecting and/or are affecting his $RIG strategy.

Plus Disney, Meta, KULR, GE, and more. --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Earnings from Walmart, Dick's Sporting Goods, and Target --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Plus, more great news for the travel industry --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Booth Booking Holdings ($BKNG) and Expedia ($EXPE) reported earnings last week. Is the travel industry boom still in full swing? Dave dives into Ares Capital ($ARCC). --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Dave covers what immediate effects the election might have on the stock market. Brandon covers Anheuser Busch InBev's earnings and Amazon's earnings. Plus, Dr. Pepper Keurig makes an interesting acquisition of Ghost Energy. --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

--- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

More bad news for Boeing Delta's battle with CrowdStrike is heating up Plus, Dave does an overview of Elon Musk's companies. --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

-The jobs numbers were a healthy surprise -Dave discusses why he is not putting any more money into $CONY -More competition in the online ad space is arising, what is Google doing to maintain their dominance? --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Former executive Elliot Hill is returning to Nike to take over the CEO role. Why this could be a needed turning point for the stock. Disney has narrowed it's search for a replacement for Bob Iger down to two candidates. Dave discusses the state of agricultural commodities. --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Plus, politicians continue to double down on the worst economic policy mistake of the 21st century. --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Plus: -The jobs report -Covid disaster relief loans are defaulting at a high rate -Dava analyzes what is happening in Turkey -Dave analyzes Arm's deal with Apple --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Consumer spending is 2/3rds of US GDP. Can it continue to lift the US economy? NVIDIA knocked it out of the park again. Dave covers Best Buy's turnaround. Brandon says Delta Airlines is now in value territory and is in a good buy zone. Dave disagrees. Berkshire Hathaway recently disclosed a new stake in Ulta Beauty. We break down this purchase. --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Target earnings are out and there are signs of a turnaround plus... -NVIDIA Earnings are due Wednesday after the bell -A list of the worst CEOs ever --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Plus: -Dave covers the downfall of the pharmacy chains -Walmart should continue to outperform its peers --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Dave and Brandon argue about Disney's earnings Dave tells you what to look out for regarding Tesla this week and gives an update on Ripple --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Brandon explains the Sahm Rule as an economic indicator and dissects the recent jobs report. Dave explains his position on bitcoin Plus, we dive into the earnings reports from McDonald's and Apple. --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Are earnings from the consumer staples sector starting to paint a clearer picture of where the economy is headed? --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Also... -The state of agriculture and a potential play for a rebound -American banks are leaving pacific island emerging economies leaving a possible opportunity for China --- Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

-Nike earnings disappoint again leading to the largest 1 day drop in the stocks history -China is on path to nationalize all precious metals -Should the Federal Reserve cut rates this year? Brandon and Dave now have opposing views --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

This week we have special guest Nick Young! -Under Armour's planned restructuring -Retail's struggle with inflation -Nick asks when will be a good time to buy Boeing? -Apple's AI strategy -Is NVIDIA still a buy? --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Elliot Management has disclosed a 1.9 billion dollar stake in Southwest Airlines, is it time to buy? After a 21% decline in the price of Starbucks's share price over the past twelve months is a turnaround imminent? Dave discusses the expansion of lithium mining and gives a possible play in this space. --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Brandon reiterates his oppotomistic opinion on Lockheed Martin, a new stock exchange is being created in Texas Is oil a good hedge against geopolitical issues? Dave talks about new challenges in reporting household debt Our eyes are off the ball when it comes to the real cause of inflation Plus Waste Management is set to buy Stericycle in a new M&A play for Brandon --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Plus, the retail landscape has been VOLATILE, but this was predicted by us two years ago. --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

NVIDIA knocked it out of the park again Target misses on earnings Summer oil prices look like they will push inflation higher this summer --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

On this week's episode we discuss earnings from Take Two Interactive and Disney. To Brandon's dismay, the return of Roaring Kitty and GameStop. Plus, Dave offers his opinions on some unknown high dividend ETFs. --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Hi Chinchilla Pickers. We've taken the week off to celebrate mother's day. Very important to us because our moms are amazing and also probably the only two people that still listen to us. Here's a episode with some content that I think is very important. Dave goes over his crypto strategy, Brandon reviews the book "What Works on Wall Street", and a bonus piece at the end about a potential financial contagion that was discovered. --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Argentian stocks got a boost on Friday with some earnings surprises plus... Tesla is introducing a new long range rear wheel drive Model Y. Earnings from Apple and Berkshire Hathaway. The commercial banking sector is stressed once again. --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Who is winning the AI wars?? Plus, Dave shines a light on global debt. --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Netflix reported a surprise beat in earnings but still fell. Taiwan Semiconductor expects continued contraction in automotive chips JB Hunt's earnings show us that the freight market still has not bottomed Brandon gives us a company that has been around for more than a century and is rarely talked about but has a steady balance sheet and consistent growth --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Jamie Dimon has issued his annual shareholder letter. What effects with Iran's attack on Israel have on global markets? --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support

Cocoa prices have surged impacting the stock price of Hershey, is it time to buy this beaten up stock? A new study has been released on the effects of Wegovy, making Brandon a believer. Dave dives into the state of oil after a very volatile week of trading. --- Send in a voice message: https://podcasters.spotify.com/pod/show/chinchillapicking/message Support this podcast: https://podcasters.spotify.com/pod/show/chinchillapicking/support