The Chinchilla Picking Podcast

In this episode of The Chinchilla Picking Podcast, David Underwood and Brandon Beaver dive into the massive financial and geopolitical shifts hitting the market in March 2026. From the Pentagon's latest multi-billion dollar AI deal with Palantir to the radical new billing models at Broadcom and Salesforce, the landscape of tech investing is changing fast.Highlights include:The Pentagon's New "Maven" System: Why Palantir's Maven AI is now the "Holy Grail" for defense contractors.Broadcom & Salesforce Pivot: A breakdown of the shift from "per-person" to "per-core" and "per-conversation" billing as AI agents begin to replace human seats.Oil and the Iran War: Forecasting the impact of Middle East hostilities on oil prices, interest rates, and the potential for a "soft landing".Stock Picks & Shorts: Brandon and David share their outlooks on Nvidia, Google, Microsoft, and specialized tickers like SCO for shorting oil.

Join Brandon Beaver and David Underwood as they navigate the shifting tides of the stock market. In this episode, we dive deep into the world of tech giants and emerging energy plays, exploring:The Magnificent Seven's New Moat: Discover why Amazon and Microsoft are stronger than ever, even in the face of a "software apocalypse."The AI Infrastructure Boom: Learn why custom chips from NVIDIA and Tesla are the backbone of the next industrial revolution.Nuclear Energy's Unlikely Hero: A look at Oklo Energy and its potential to power the AI-driven future through a landmark deal with Meta.Global Economic Shifts: What the Swiss government's crackdown on UBS means for the future of global banking.Market Predictions and Pitfalls: From Bitcoin's rise to oil's volatility, get the insights you need to make money in a rapidly changing economy.Whether you're a seasoned investor or just starting out, this episode is packed with the actionable advice and witty banter you've come to expect from the Chinchilla Picking Podcast. Don't miss out on the insights that could define your portfolio for years to come.

In this episode of The Chinchilla Picking Podcast, David Underwood and Brandon Beaver dive deep into the chaotic market shifts hitting in early March 2026. From a massive jobs report revision to the rapid displacement of labor by Artificial Intelligence, the landscape of the American economy is changing overnight.What's inside this episode:The Jobs Illusion: Why the BLS just wiped out thousands of jobs from the record and what "zero growth" means for your portfolio.The Private Equity Crisis: BlackRock is limiting withdrawals and writing loans down to zero. Is your money safe?The AI Revolution: Why high-level execs are resigning over Pentagon deals and how AI is fundamentally changing the definition of a "Recession."Market Plays: Brandon breaks down why he's still backing NVIDIA and Main Street Capital (MAIN), plus a look at Oracle, Tesla, and Aries Capital (ARCC).Whether you're a day trader or a long-term investor, this episode covers the essential macro trends you can't afford to ignore.

Is the financial world on the brink of a 2008-style collapse, or is this just the "slow burn" of a new era? In this high-stakes episode, David Underwood and Brandon Beaver break down the explosive news of U.S. and Israeli strikes on Iran and exactly how you should position your portfolio to profit from the chaos.From the sudden spike in Brent Crude to the shocking rise of the Japanese Yen as a safe haven, we give you the "Buy" and "Short" plays you need for the week ahead. But the real danger might be closer to home—Brandon reveals a terrifying "synthetic liquidity" crisis brewing in the Private Equity and Software sectors that could threaten your pension fund.In this episode, we cover:The Iran Strike Aftermath: Why oil could hit $100/barrel and why David is planning a massive short play once it does.Shipping & War Surcharges: How new fees in the Gulf and Suez are about to hit your wallet and corporate earnings.The "PIK" Debt Trap: Why you must avoid software companies with high "Payment-in-Kind" interest before they implode.The Berkshire Blueprint: A look at the mind-blowing dividends from Buffett's top holdings (Apple, Coca-Cola, and more).Earnings Watch: Vital outlooks for Target, Best Buy, and CrowdStrike in an AI-disrupted market.Don't let market volatility catch you off guard. Tune in to learn how to turn global disruption into an uplifting return.

Plus is Roku a buy right now?

Is Bitcoin a buy on the dip? Dave explains the drop in crypto. Brandon dives deeper into the Netflix/Warner Bros deal to talk about why this is a bad deal for Wanrer Brothers shareholders but good for Netflix. Plus, why this deal is a tangled mess. Plus, grade a stock is back! What companies are passing with flying colors and Brandon tells us how you can run this screen every week.How To Grade A Potential | Chinchillapicking

Dave and Brandon cover big tech earnings and who is benefitting from the artificial intelligence capital expenditure race.

Brandon and Dave cover this week's resurgence of the AI trade, bank earnings, and consolidation in the mining industry.

Plus, Dave covers the pharmaceutical industry's race to treat colon cancer.

The Chinchilla Picking Podcast is back and talking about the effects that the situation in Venezuela is likely to have on the stock market.

Brandon is out again! Briefly cover the OPEC oil output decision and how the Ukraine war is still affecting prices. Also the monster that Eli Lilly is becoming and whether they are a buy or not.

David covers Nvidia and Fed cuts, plus a look at earnings this week.

Dave and Brandon talk about Q3 earnings. Plus Brandon dissects the financial ratio that many analysts believe to be the most important financial ratio on Wall Street and Dave share's a listeners option strategy.

Dave and Brandon cover more of the winners and losers from the Q3 2025 earnings season

The winners and losers so far of the current earnings season. Plus, a company that was punished by the market that should not have been.

Plus stock picks from Friday's sell off

Brandon buys The Campbell's Soup Company and dissects Nike's EarningsDave explains the drop on GE Vernova Brandon and Dave argue about Bitcoin as a store of value

Plus Brandon tells you what stock he's thinking about buying and Dave uncovers a Chinese company trying to challenge the duopoly of Airbus and Boeing

Plus Dave gives his thoughts about the short term future of oil and Dave talks GLP 1s and weight loss drugs.

Brandon is off and David is by himself for a quick podcast covering inflation, holiday outlook, tariff refunds and why he got Bullish wrong and lost money.

Dave and Brandon dive into Nvidia's recent earnings report. Plus, LENZ Therapeutics and the European EV Market

Plus what Brandon goes through how to look at the P/E ratios of turnaround plays

Plus a major announcement regarding Amazon's grocery businessDave gives an update on his position on Bullish

Brandon and Dave talk the state of our current economy and new tariffs.Plus, the team goes talks Apple and Amazon earnings and oil.

Dave and Brandon cover this week's earnings reports from Google, GE Vernova, and Newmont Corporation. Dave gives an update on trade talks

-Dave and Brandon discuss ASML's stock price drop post earnings-Big bank earnings and what they say about the broader macroeconomic picture-Dave gives an update on Metsera

Plus what to look for in the upcoming bank earnings

In this episode we discuss the self-inflicted wounds for Pepsi, the jobs reports, and the headlines

Nike's earnings shot the stock up 18% in a two-day period. Is this stock still a buy?GE Vernova remains an energy pure play in the artificial intelligence field.

Plus a deep dive into Nvidia vs AMD, Dave's analysis of Novo Nordisk's new drug, and what to buy if the market sells off.

Brandon swears off Boeing, for good this time, in what has been a very toxic relationship. Dave discusses which weight loss drug companies you should buy and which one to stay away from. Warner Brothers Discovery is spinning off into two separate companies, will this bring shareholder value back?

Brandon and Dave dive into the current macro economic environmentBrandon gives a strategy for investing in artificial intelligenceDave talks about the current situation for Solana

Some companies are putting their cash reserves into Bitcoin, is that a good idea?Brandon dives deep into Nvidia's earningsPlus, news on Palantir

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.