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The Chinchilla Picking Podcast

The Chinchilla Picking Podcast

By Brandon Beaver and David Underwood

Your hosts David Underwood and Brandon Beaver guide you through investing in and trading stocks.
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Disney: Return of the Jedi CEO
Disney: Return of the Jedi CEO
Bob Iger is back at Disney, what does he have left to prove? China Covid lockdowns are returning, how does this effect Apple? Google's chances at gaining market share with their new phone Black Friday numbers so far look underwhelming  With a changing interest rate landscape, Brandon and Dave give their outlooks for the rest of the year and next year. 
43:18
November 25, 2022
Stocks: Tesla, Target, and Walmart
Stocks: Tesla, Target, and Walmart
Dave gives his call on Tesla and we discuss the recent recalls. Then we dive into Target and Walmart's earnings and what they mean for the state of the consumer. 
38:06
November 18, 2022
Too Close To Call! FTX's meltdown, Disney's Earnings, and More
Too Close To Call! FTX's meltdown, Disney's Earnings, and More
Today's rally was not too close to call, but please do not chase it.  In this episode we cover: -What was behind today's huge move in the markets -FTX's meltdown and the effects rippling across crypto -Disney's earnings -Plus, some companies that have outstanding debt on floating interest rates are racing to pay it down before interest rates go even higher. 
47:41
November 11, 2022
Stocks: FOMC Meeting Results
Stocks: FOMC Meeting Results
In this episode we discuss the results of the FOMC meeting, what Federal Reserve Chairman Jerome Powell had to say, and what it means for the markets.  Dave and Brandon both talk about some stocks they think you can start legging into now.  Brandon is bullish on, municipal bonds??????!
47:33
November 03, 2022
Stocks: The Fall of the Red Wall?
Stocks: The Fall of the Red Wall?
-Chinese stocks continue to get beaten down. -GE had a so/so earnings report, we dive in to whether or not the turnaround is still intact.  -Microsoft and Alphabet reported today as the show was being recorded. We give our immediate thoughts.
47:35
October 25, 2022
Stocks: Netflix's Earnings, Housing Data, And Accenture
Stocks: Netflix's Earnings, Housing Data, And Accenture
-Netflix stopped bleeding subscribers. We dive into the earnings report. -Brandon and Dave highlight some buying opportunities.  -We dive into a CFRA report on housing data.  -Dave is bullish on Tesla, Brandon is on the fence.  -Accenture offers an interesting buying opportunity, though it is especially recession sensitive. 
49:15
October 19, 2022
Stocks: Dave and Brandon Dive into Semiconductors, Meta, And Boeing
Stocks: Dave and Brandon Dive into Semiconductors, Meta, And Boeing
-Cracks are starting to show in the economy, but how much lower can the S&P go? -Which companies are poised to benefit from a potential 80% demand increase for semiconductors by 2030? What about the geopolitical risks coming from China and Taiwan?  -Dave gives an update on Boeing  -Are individual investors, or "retail" investors, the new "Intelligent Investors"?
45:08
October 12, 2022
Stocks: A Potential Financial Contagion
Stocks: A Potential Financial Contagion
Will automakers be able to meet the demand created by the California EV mandate by 2035? What about battery makers? Charging companies? What about the infrastructure? Brandon mentions a potential global financial contagion within pension funds, but still buys Disney Dave talks about his watchlist and what he's waiting to buy, and discusses why he's waiting Article mentioned in this show: Pension Strategy Left Funds Vulnerable to Rate Increases - WSJ
46:48
September 29, 2022
Stocks: Nordstrom Tries to Fend Off a Potential Hostile Takeover, Is Ford Now A Buy?
Stocks: Nordstrom Tries to Fend Off a Potential Hostile Takeover, Is Ford Now A Buy?
Ford's stock took a massive hit after warning that there was an unexpected 1 billion dollar hit to profits stemming from supply chain disruptions. Is now the time to buy? With a crowded consumer staples space now trading at historically high multiples, Brandon gets creative with new ways to make money off of rising rates while the Federal Reserve offloads 95 billion dollars a month of it's assets.  Disney plans on combining Hulu and Disney +. Nordstrom is fighting off a potential hostile takeover from El Puerto de Liverpool SAB. What this means for shareholders and why Brandon says stay away for now.  As mentioned on the show: check here for a list of inverse bond etfs: Inverse Bond ETF List (etfdb.com) and Inverse Bond ETFs: The Best 3 in Rising Interest Rate Environment Post-Pandemic - ETFHead
49:12
September 21, 2022
Stocks: PPI, CPI, What Now? Plus, What Does The Potential Railroad Strike Mean For The Market?
Stocks: PPI, CPI, What Now? Plus, What Does The Potential Railroad Strike Mean For The Market?
Cathy Wood has had Elon Musk and Bond King Jeffrey Gundlach join her chorus of voices warning about the risks of deflation.  The CPI and the PPI numbers are out, what are they and what do they mean? KKR is partnering with Securitize to release a fund to the market via Blockchain. The tokenized equity is one of the first of it's kind.  A railroad strike is about to commence as the National Carriers Conference Commitee and two labor unions have failed to reach a deal. This could bottle neck supply chains for containers, oil, hazardous waste, and even water treatment chemicals such as chlorine. 
48:05
September 14, 2022
Stocks: What Does The Short and Medium Term Future Have In Stock For Oil
Stocks: What Does The Short and Medium Term Future Have In Stock For Oil
Boeing just signed a deal to help make Poland have the 2nd largest military helicopter fleet in the world. Will Russia respond?  Dave and Brandon are ready with some plays. Just days after OPEC + announced that they are cutting oil supply, oil has hit multi month lows. Why? Where will oil go from here? Apple was set to partner with Globalstar to provide satelite services to their phones. But now Elon Musk has brought Starlink into the fray. Tickers mentioned in this episode: $GSAT, $XLE, $SLB, $XOM, $COP, $CRWD
48:29
September 09, 2022
Stocks: With The Stock Market Looking Gloomy, Dave Gives You a Sector To Buy
Stocks: With The Stock Market Looking Gloomy, Dave Gives You a Sector To Buy
Dave finds a potential bull market making a comeback in one sector.  Dave discusses his opinion on Nvidia and the government banning certain chip sales to China.  Brandon tells you why he DID NOT buy Paramount Global, even after last week's spotlight, and what he'd rather buy instead.  Dave sees inflation making a short-term comeback and both hosts talk about what trades could be made as a result.  Tickers mentioned this episode: $PARAA, $PARA, $OXY, $DIS, $NVDA
36:59
September 01, 2022
Stocks: Dollar General, Three Recent Warren Buffett Picks, and NVIDIA
Stocks: Dollar General, Three Recent Warren Buffett Picks, and NVIDIA
Brandon gives his thoughts on Dollar General, along with a few interesting facts Berkshire Hathaway recently disclosed that in the last quarter they purchased more of Activision, Paramount Global, and Ally Financial.  Dave gives his thoughts on Nvidia, Brandon disagrees slightly. Could we be heading toward a "balance sheet" recession? Tickers mentioned this episode: $DG, $PARA, $ATVI, $ALLY, $DLTR
41:35
August 26, 2022
Stocks: Q2 Retail Tale Of The Tape
Stocks: Q2 Retail Tale Of The Tape
-Updates on the health of the consumer -Both Walmart and Target reported earnings, and one seems to be struggling harder than the other to find their way through the inflationary environment.  -Ryan Cohen seems set to sell all of his Bed Bath & Beyond stake. Tickers mentioned in this episode: $WMT $TGT $BBBY $GME
43:49
August 18, 2022
Stocks: Rivian, Berkshire, Disney Earnings, and The CPI Induced Rally
Stocks: Rivian, Berkshire, Disney Earnings, and The CPI Induced Rally
-An 8.7% CPI reading isn't really much to celebrate -Rivian is the Karen of electric vehicles -Disney and Berkshire Hathaway are must-owns. Not trades. Owns. -Better deals are probably coming again in the stock market -A good strategy to beat the devils of inflation and deflation over time Tickers mentioned in this episode: $SPY, $DIS, $BRK.A, $BRK.B, $RIVN, and all of the goofy meme stocks
28:59
August 12, 2022
Stocks: Trouble In The Air?
Stocks: Trouble In The Air?
Dave talks about Qatar's recent spat with Airbus Dave says it is way too early to declare victory on oil prices Another stock added to the meme stock frenzy.  Has the stock market gotten ahead of itself? We are in an era of economic ignorance Robinhood is still an awful company.  Tickets mentioned this episode: $SPY $AMZN $HOOD $AAPL $EADSY $AMTD
49:24
August 03, 2022
Stocks: Is It $BBBYE for Bed, Bath, and Beyond?
Stocks: Is It $BBBYE for Bed, Bath, and Beyond?
$META earnings were frustrating, but not a deal killer Words CFOs should stop saying on earnings calls.  DAVE'S L****NING ROUND! Is it time to buy the semis? Dave explains how he channels $RIOT.
39:16
July 28, 2022
Stocks: This Episode Is Rated $X
Stocks: This Episode Is Rated $X
...for gratuitous mentions of US Steel and $RIOT(ing). David talks about his recent position in $RIOT US Steel has very low valuation ratios, but is it a bull trap? A continued dollar rally will catch up with consumer staples. David asks if Kathy Woods's recent comments about the fed being too aggressive are correct. 
41:45
July 20, 2022
Stocks: The Bank Stress Test, FedEx earnings
Stocks: The Bank Stress Test, FedEx earnings
Experts are divided on the prospect of a recession. We dive into what analysts from JP Morgan have to say.  Dave dives into the recent financial stress test imposed on big banks.  FedEx recently reported earnings and raised guidance. 
39:53
June 24, 2022
Stocks: Real Life Drama In WWE
Stocks: Real Life Drama In WWE
What's happening in the WWE right now is more dramatic than any wrestling storyline. Dave says stay away from fintech Both Celsius companies went cold this week.  The crypto market's first domino fell.  Brandon bought $SPY for the first time in years.  Dave is starting to add aggressively to positions. 
38:25
June 17, 2022
Stocks: Update On The Current Inflationary Landscape
Stocks: Update On The Current Inflationary Landscape
Has inflation peaked? We talk about what company leaders are saying on their conference calls from shipping companies to consumer staples like Campbell's Soup and retailers like Target.  What will happen if the government decides to ban payment for order flow, and effectively get rid of no commission stock trading? What is the driving force behind treasury volatility right now?  Tickers mentioned in this episode: $ZIM, $TGT, $WMT, $CPB
41:43
June 09, 2022
Stocks: Back To Good Ol' Arbitrage
Stocks: Back To Good Ol' Arbitrage
-Microsoft's proposed buyout of Activision -GameStop is still terrible -Is this a bear market rally? Brandon explains why he's kind of excited about it.  -The game of percentages in the stock market
37:24
June 03, 2022
Stocks: As Prices Come Down, So Does Risk
Stocks: As Prices Come Down, So Does Risk
Updates on our position on Twitter Dave and Brandon have recently bought stocks, which ones did they buy? The arbitrage play on Activision keeps getting more attractive. Dave talks about the stocks that are likely to hold up more than others during this bear market Consumer debt is at record levels and continues to climb higher even with interest rates rising. As prices come down, so does risk if you have a long term mindset.
32:24
May 12, 2022
Stocks: Robinhood CEO Vladimir Tenev Is The Sheriff Of Rottingham
Stocks: Robinhood CEO Vladimir Tenev Is The Sheriff Of Rottingham
Dave and Brandon give you an update on their Twitter buys.  Dave says buy Activision on for the arbitrage as Microsoft is poised to buy it for $95 a share.  Brandon gives you his trading strategy.  We talk about the Berkshire Hathaway Shareholder Meeting and we play a new game.  Munger made news when he hammered Robinhood 
37:03
May 06, 2022
Stocks: Brandon And Dave Buy Twitter
Stocks: Brandon And Dave Buy Twitter
Elon buys Tesla, and with a 7% gap between the current price and what shareholders are likely to get, Brandon and Dave are buying it as well GE disappointed investors with their q1 earnings report, but what was said in the conference call is keeping Brandon bullish for the long term turnaround of the company that Thomas Edison founded well over a century ago. Dave talks about the cyber security tailwinds for Microsoft. Investing is the hardest simple thing you can ever do. Yet people are cutting losses after losing years worth of profits right now. Even some of the best strategies will occasionally lose 50% from peak to trough, even though they will still beat the market over the course of time. Keep the long term in mind, think beyond the current headwinds. Dave says Ford is better than GM right now.
42:55
April 27, 2022
Stocks: Gold Plated AIG Rims!
Stocks: Gold Plated AIG Rims!
This show is a roller coaster.  I'm by myself tonight but we will be doing a full show tomorrow.  I start with last week's Netflix debacle and then explain why a large portion of this market may be a value trap. This is very important for listeners, do not be suckered in to buying a company on last year's peak earnings! 
21:26
April 26, 2022
Stocks: "What Works On Wall Street", Crypto, JP Morgan's Earnings and Elon's Offer
Stocks: "What Works On Wall Street", Crypto, JP Morgan's Earnings and Elon's Offer
Dave discusses his strategy for crypto and crypto staking.  We talk about James O'Shaughnessy's book "What Works On Wall Street". There is one value ratio that has worked better than any other over the past 70 years, and it's not Price/Earnings.  The "Dogs Of The Dow" hunt well over time... Jamie Dimon's earnings call was almost as bearish as the RH earnings call a couple of weeks ago.  
52:53
April 17, 2022
Stocks: FedEx, The Yield Curve Inversion, And An Update On Meta's Apple Problem
Stocks: FedEx, The Yield Curve Inversion, And An Update On Meta's Apple Problem
The 2/10 yield curve inversion has predicted a recession each time it has happened with a 1 to 2 year spread usually between the inversion and a recession for the past 50 years. Why Brandon bought Fed Ex today despite the yield curve inversion.  Meta's CFO gave a brief but important update on Meta's Apple privacy headwind and on Reels.  Berkshire doubled down on HP.  Walmart is going to raise it's average minimum pay for truckers to a breathtaking level.  Dave gives a hint as to what he's going to talk about on our next episode.  Tickers mentioned on this episode: $brk $aapl $wmt $nvda $fdx $fb
50:43
April 08, 2022
Stocks: Well...That $RH Earnings Call Was...Something.
Stocks: Well...That $RH Earnings Call Was...Something.
BONDS ARE STILL DEAD and they’ve had one of their worst quarters in 157 years. $RH’s conference call was a roller coaster. Is it still a buy? We discuss the odd and controversial 4th quarter earnings confrence call. Biden is releasing 1,000,000 barrels of oil from US reserves per day for the next six months. Is it enough to curb inflation? We dive into GameStop’s stock split that virtually guarantees this thing will be a penny stock at some point. Dave says just buy $AAPL and forget about it already. If we enter a recession, Brandon gives you a good way to tell when the bottom will come.
45:21
April 01, 2022
Stocks: Berkshire's First Acquisition Since 2016!
Stocks: Berkshire's First Acquisition Since 2016!
$KULR has signed two new government contracts Dave is still holding Nvidia, we put this in the same category as Apple. Stop trading it, buy it on dips and own it. Berkshire Hathaway made their first acquisition since 2016 and it was of a company you may not have heard of UNLESS YOU’RE A REGULAR LISTENER. We called Alleghany a buy back on November 13th, was Buffett listening???? Rhetorical question, OF COURSE HE WAS. We talk about why this is a good deal for Berkshire. Side note: at one point in this podcast it sounds like I say “insureity insurance”, I assure you that I said “surety insurance”. I just wanted to ENSURE that you knew what I was saying.
43:52
March 25, 2022
Stocks: Banks and Semiconductors
Stocks: Banks and Semiconductors
Intel is building plants and increasing investments in Germany and in the United States. Dave is long here. Dave says buy NVIDIA on weakness and short term market negativity. Walmart is creating a cyber security division. The ten year yield has been hitting 52 week highs while investors have sold off banks on Russia/Ukraine fears. Is now the time to go shopping in this sector? Tickers mentioned in this episode, $INTC, $GS, $JPM, $NVDA, $WMT, $FB, $VOYA
34:17
March 16, 2022
Stocks: Our One Year Anniversary Episode
Stocks: Our One Year Anniversary Episode
Credit card expenditures are flat so far for the year, what can we take away from that? Should the war in Ukraine and the recent market moves influence the Fed to be more dovish? Is Meta Platforms ($FB) still a buy? Dave and Brandon discuss this. We are 1 year into this podcast now so we go over some of our winners and some of our losers. Carl Icahn sold Occidental Petroleum the same week that Warren Buffett bought it, who will wind up on the right side of this? And we have Dave’s cat as an unexpected special guest!
40:17
March 12, 2022
Break With Brandon: Market Inefficiency And Warren Buffett's Shareholder Letter
Break With Brandon: Market Inefficiency And Warren Buffett's Shareholder Letter
Throw the market efficiency theory in the trash. I review the latest Berkshire Hathaway letter to shareholders.  Dave owes me Montgomery Inn for dinner, via Door Dash because I don't want to have to socialize.  Is now the time to start dipping into long term investments? Why did oil dip today?
22:39
March 10, 2022
Stocks: Is RH A Buy?
Stocks: Is RH A Buy?
RH is down 18.75% over the past twelve months. Is it a buy? Dave is testing a new crypto service. Dave discusses the impact of the Ukrainian crises. 
39:55
March 04, 2022
Stocks: Break With Brandon, Howard Mark's Recent Memo "Selling Out"
Stocks: Break With Brandon, Howard Mark's Recent Memo "Selling Out"
In this mini episode I dive into the most recent and very important memo from Oaktree Capital Management's Co-Founder, Howard Marks on the irrational reasons most investors use to sell their positions. 
20:42
February 27, 2022
Stocks: Investing With Zen During Market Turmoil
Stocks: Investing With Zen During Market Turmoil
What are the effects of the Ukraine crises on the American economy? What causes market anxiety and how to combat it Are you taking on too much risk? UPS and FedEx are direct competitors in the same industry, but their stock performance tells us two totally different stories. What's behind these moves? What is the future of oil? Is it A. Blinken, Abe Lincoln, or "Hey, Blinken!"? Link to the memo by Howard Marks talked about in this episode: https://www.oaktreecapital.com/insights/memo/selling-out
46:04
February 23, 2022
Stocks: Crypto.com, $RIOT and Dave's oil plays!
Stocks: Crypto.com, $RIOT and Dave's oil plays!
Given the drop in oil on Friday I created some positions I explain my thoughts as why and give a quick review of opening a crypto.com account.
10:03
February 19, 2022
Stocks: The Retail Landscape For 2022 And Beyond
Stocks: The Retail Landscape For 2022 And Beyond
Dave says buy NVIDIA on the back of their recent earnings report. Dave asks if the new competition in the EV market is the end of Tesla’s phenomenal stock run. Brandon talks about retail in 2022 and beyond and says buy companies like Cisco that are revolutionizing the retail landscape and gives a list of other companies to watch. We dive in to Cisco’s Q2 earnings. Dave gives an update on his calls on oil. Brandon gives a small update on treasury interest rates and Link to the retail study talked about in the show: https://www2.deloitte.com/us/en/pages/consumer-business/articles/retail-distribution-industry-outlook.html?id=us:2el:3dp:wsjspon:awa:WSJCMO:2022:WSJFY22
39:57
February 17, 2022
Stocks: New Investors Need To Be Cautious
Stocks: New Investors Need To Be Cautious
Brandon says now is not the time for new investors to get involved in stocks and Dave disagrees. What situations might arise from the trends of the yield curves, and what to take away from these possibilities. How will this cycle end? Stagflation or a run of the mill recession? Dave warns about the perils of getting into NFTs late in the game and talks about how NFTs have been investigated for security fraud. Brandon says that by the end of the year, 90% of new investors will have lost money and that 75% of them will no longer exist in the market. Brandon reiterates his warning on Robinhood and says divest all of your money from this company if you haven’t already. How does gold react in an inflationary run?
44:30
February 13, 2022
Meta's Painful Earnings Hiccup, Dave's Call On Oil
Meta's Painful Earnings Hiccup, Dave's Call On Oil
$FB dropped 26% after earnings, representing the largest drop in market cap in US stock market history. Was it an over reaction? Dave tells us how to play geopolitical uncertainties. 
39:37
February 05, 2022
Stocks: An Update On Intel's and Tesla's Q4 Earnings and more!
Stocks: An Update On Intel's and Tesla's Q4 Earnings and more!
Dave updates us on Intel’s and Tesla’s Q4 earnings. Intel is building a plant in Ohio, what does this mean for their future earnings? Are chips cyclical still? Was the drop in Netflix an overreaction? A famous investor has put his money on the line and bought 3.1 million shares since Friday. Will the fed raise rates 4 times this year? Will this cause a debt crises? JP Morgan says the rise in interest rates will likely add 2.5 billion dollars in net interest income to their balance sheet. I think they’re understating this, as long as the yield curve does not start flattening. Dave gives his thoughts on oil and calls out a few potential plays.
40:25
January 27, 2022
Stocks: The New Market Machinery
Stocks: The New Market Machinery
In this episode we talk about the new market environment and what's working, not working, and why. We discuss Netflix's drop, Microsoft's acquisition of Activision and why I think Take-Two could be another target. We also talk about Delta's earnings and P&G earnings.Also, Dave calls Tesla a buy and Brandon disagrees.  Tickers mentioned in this episode:  $TSLA, $DAL, $MSFT, $NFLX, $RH, $PG, and $RIG
47:15
January 23, 2022
Stocks : Break with David calls on Tesla and what happened to RIOT
Stocks : Break with David calls on Tesla and what happened to RIOT
This is just a quick breaktime listen. I cover my bad call on RIOT my good call on RIG and my future call on Tesla. Fed news and what that means for the housing market. 
10:05
January 11, 2022
Stocks: Oil, Airlines and 2022. $KULR, $BLNK
Stocks: Oil, Airlines and 2022. $KULR, $BLNK
We have a returning guest speaker as Brandon is out on vacation. Nick Young is back and we talked about Oil, Airlines and 2022 future outlook. It was a great conversation. 
42:43
December 29, 2021
Stocks: SPACs and Oracle's Acquisition of Cerner
Stocks: SPACs and Oracle's Acquisition of Cerner
Why Brandon thinks SPACs are a bad idea for investors Going into an environment of Fed rate hikes and continued high inflation Brandon says stay away from high growth/no earnings tech stocks Brandon says tentatively buy Cerner with about a 5% risk premium to Oracle’s buyout price and then once the Cerner shareholders approve the deal to buy more. As shareholder lawsuits come in and regulatory pressures come (all par for the course for M&A activity) add in when you get 5% risk premiums or more. Monitor the news on this just to make sure the deal isn’t going to be rejected but Brandon thinks Cerner shareholders would be wrong to reject the offer and doesn’t see it happening. Microsoft’s acquisition of Nuance and the subsequent acceptance by regulators has seemingly paved the way for this deal to go through. Dave says if you still own $RIOT do not panic here. Tickers mentioned on this episode $PTON, $TSLA, $CERN, $ORCL, $RIOT Link to article mentioned in this show: https://seekingalpha.com/article/4397498-beware-spac-how-work-and-why-are-bad
41:17
December 22, 2021
Stocks: The Characteristics Of A Market Cycle, What Can Tulipmania Tell Us About Today?
Stocks: The Characteristics Of A Market Cycle, What Can Tulipmania Tell Us About Today?
Characteristics of the market cycle Comparing certain assets and our market today to the Tulip bubble of Amsterdam in the 17th century Where are we in the market cycle? What is the cause of the boom/bust cycle? What are the symptoms? Will bitcoin survive the next recession? Dave and I (Brandon) have probably the most thought provoking discussion ever on this show on where crypto currency fits into the current business cycle and whether or not it will survive the next recession. What does the rise in interest rates mean for the every day person? Dave says buy $RIOT and $KULR. Tickers mentioned $btc, $btc.x, $kulr, $riot, $spce
49:16
December 14, 2021
End Of The Competition Results, Special Guest Mark Stanelle Gives His Testimony
End Of The Competition Results, Special Guest Mark Stanelle Gives His Testimony
Our competition with The Money Vikings is over and Mark is on the show to give us his testimonial. Mark Stanelle gives us our results and tells us what he’s learned and how we performed. I give an update on the Omicron Scare Buy List from last weekend. Inflation is not going away. We discuss why. I give my pick for the possible increase in interest rates that SHOULD be coming. Dave remembers Pearl Harbor like it was yesterday. 
02:38:56
December 08, 2021
Stocks: Your Omicron Buy List
Stocks: Your Omicron Buy List
Dave gives an important update on $KULR Brandon gives his Omicron scare buy list Powell says it’s time to retire the word “transitory” Why the fed hiking rates sooner rather than later would be good news Why this omicron variant is probably a gift to the tech sector Tickers mentioned: $KULR, $AAPL, $NFLX, $DKS, $FB, $PG, $DIS, $BRK.A, $BRK.B
40:04
December 01, 2021
Stocks: Retail Tale Of The Tape
Stocks: Retail Tale Of The Tape
Both Best Buy ($BBY) and Dick’s ($DKS) released earnings and beat on both the top and bottom lines. However, both stocks dropped today. What were the reasons? Was the move in these stocks warranted? We dive into the numbers and the catalysts. Why was oil supply so low throughout this year? Why weren’t rig counts rising? What opportunities have been created by rising oil prices? Tickers mentioned in this episode: $DKS, $BBY, $DAL
49:55
November 24, 2021
Stocks: Walmart's Q3 Earnings, and What's The Story With Today's Retail Numbers?
Stocks: Walmart's Q3 Earnings, and What's The Story With Today's Retail Numbers?
Retail sales are up, but…what’s the real story here? Dave and Brandon dive deep into the numbers to find what the real story is. There’s much more to this story… Does the Federal Reserve have any credibility left? We talk about Walmart’s ($WMT) recent earnings report. What’s behind GE’s ($GE) announcement to breakup? Link to article from Barron’s on GE’s coming breakup: https://www.barrons.com/articles/general-electric-breakup-stock-larry-culp-51636741225
53:53
November 17, 2021
Stocks: Winners and Losers In The Coming Economic Environment
Stocks: Winners and Losers In The Coming Economic Environment
What’s the holiday shopping season going to be like? Are we pulling holiday shopping demand forward? Is the holiday season already priced in to the retail sector? More thoughts on how to play the Metaverse Dave gives updates on $RIOT Most Youtube traders are the equivalent of modern day “Ms. Cleos”. Perverse incentives provided by the federal reserve’s morgtage backed security buying program Side note: Before you listen and ask me “Isn’t it better if you’re a home owner to have higher home values because of the Federal Reserve?” I have to ask you, what are you going to do? Sell your house and buy another one in this environment??? And what about those who can’t buy houses at these prices? Now you’re forcing them to rent, driving rent on not only houses but apartments higher as well, because now the demand for those becomes artificially high. Now that I’m off of my soapbox…back to the show notes…. We cover the winners if rates start to rise. We also cover the losers. Stay away from utilities. Keep buying Berkshire, and I call Alleghany Corporation a buy ($Y) What buying opportunities might be created by a rising rate environment? Tickers mentioned: $TTWO, $ATVI, $FB, $RIOT, $Y, $BRK.B, $BRK.A, $AAPL, $MSFT Link to article mentioned in the show: https://chinchillapicking.com/how-to-grade-a-potential
49:47
November 14, 2021
Special Breakout Session
Special Breakout Session
Our thoughts on the infrastructure sector after the infrastructure bill passed. Update on $J and $BLNK.  Updates on $NVDA, $TSM and semiconductors.
11:38
November 10, 2021
Stocks: Amazon Q3 Earnings, Rivian's IPO, KULR Technology and Nvdia
Stocks: Amazon Q3 Earnings, Rivian's IPO, KULR Technology and Nvdia
Dave updates us on what is going on with $KULR and $NVDA Nike has submitted an interesting patent for the Metaverse future Brandon dives into Rivian’s IPO ($RIVN) and into Amazon’s q3 2021 earnings. Also, are we in a credit bubble? Rivian’s IPO prospectus: https://www.sec.gov/Archives/edgar/data/1874178/000119312521315537/d157488ds1a.htm The Zero Hedge article Brandon mentioned: https://www.zerohedge.com/markets/we-could-be-staring-down-barrel-catastrophic-nasdaq-crash-and-not-even-know-it-0
49:45
November 03, 2021
Stocks: RINGING THE ALARM BELLS ON ROBINHOOD
Stocks: RINGING THE ALARM BELLS ON ROBINHOOD
On this episode we quickly go over this week’s news. Brandon gets Dave’s thoughts on Facebook, which is changing it’s name to “Meta”. You can buy property in the “Metaverse”, Dave already has. Brandon rings the alarm bells on Robinhood Markets Q3 earnings report. What would happen to your investments with Robinhood if Robinhood went under? Dave reiterates: BUY $KULR Tickers mentioned $HOOD $FB $KULR $LMT $AMZN $NFLX $GOOGL $GOOG $TSLA and $DIS (very briefly)
45:55
October 28, 2021
Break With Brandon: Facebook and GE Earnings
Break With Brandon: Facebook and GE Earnings
Tickers discussed on this episode: $GE and $FB On this episode I give my full analyses on $FB's and $GE's Q3 2021 earnings report.  I also give an update on our competition with The Money Vikings
17:33
October 26, 2021
Stocks: Dave And I Go Over Our Methods of Picking Winners
Stocks: Dave And I Go Over Our Methods of Picking Winners
How Dave day trades Dave covers Netflix’s earnings I touch briefly on P&G’s earnings Brandon discusses how he swing trades and invests, along with what he looks for and what he does not care about. Tickers discussed on this episode: $nflx and $pg For the definitions of the MACD, RSI, Keltner Bands, Bollinger Bands, and Simple Moving Averages see http://www.investopedia.com For the SEC complaint about Jim Cramer, Bernie Madoff and Michael Milken discussed in the episode see: https://www.sec.gov/comments/s7-08-09/s70809-4614.pdf 
53:60
October 19, 2021
Stocks: Taiwan Semiconductor Manufacturing
Stocks: Taiwan Semiconductor Manufacturing
Brandon calls a buy and gives analysis on Taiwan Semiconductor Manufacturing ($TSM). Dave gives his view on recent comments made by Cathie Wood.  Dave talks about some gaming news mentioning EA Sports, Activision Blizzard, and Take-Two Interactive. 
46:33
October 12, 2021
Break With Brandon: The Jobs Report Leaves More Questions Than Answers
Break With Brandon: The Jobs Report Leaves More Questions Than Answers
This is a special episode that Brandon published to cover the jobs report that was released this morning. On this episode Brandon talks about what is causing the labor shortage and compares the inflationary scourge of the 1970s to what is happening today.  Sources for what I talk about in this special episode: https://fee.org/articles/monetary-policy-disasters-of-the-twentieth-century/ https://apple.news/AVS8BQdFoSeaPxl8hr9nAJQ https://apple.news/AMHvHtg_HQLqsF1uJ6ec_TA https://apple.news/AgsJyyj4XR_WilweoOPmPPw
14:06
October 08, 2021
Stocks: Don't Call It A Comeback, Yet...
Stocks: Don't Call It A Comeback, Yet...
-Update on my call on $ttwo -Plays to make based on increased travel demand that aren’t subjected to oil prices like airlines -Investing and trading -Why Brandon thinks Honeywell is a good buy -Facebook's regulatory troubles
43:19
October 06, 2021
Stocks: NVIDIA, Berkshire Hathaway, Facebook, and SK Telecom Plus The VR Revolution
Stocks: NVIDIA, Berkshire Hathaway, Facebook, and SK Telecom Plus The VR Revolution
-Berkshire Hathaway is the stock to own for rising interest rates. -Dave says own NVIDIA for the digital transformation economy and for the metaverse. -42 million Americans have no access to the internet and 120 million lack access to high speed.  -Will Facebook separate it's social media and VR segments?
45:57
September 27, 2021
Stocks: Which re-opening plays to stay away from and is the Evergrande situation a global contagion?
Stocks: Which re-opening plays to stay away from and is the Evergrande situation a global contagion?
$DAL AND $WH not $WYNN or $LVS! Dave says buy NVIDIA. What is happening with Evergrande Group? Is this a systemic global contagion? Is a taper tantrum upcoming? An under the radar stock to keep your eye on that would benefit from a steepening yield curve. A very quick definition of the most widely used yield curve, what the different types of yield curves are, and what they generally mean.
39:54
September 21, 2021
Stocks: The Apple Event
Stocks: The Apple Event
On this episode we discuss the Apple event and add in business insight to everything they announced. Brandon calls a buy on $TTWO.  Brandon is currently neutral on $AAPL and explains why he thinks you might get a better opportunity soon, but Dave says buy it.  Brandon gives a game plan on what to do if interest rates start to rise.  Dave reiterates buying $KULR and discusses inflation and the possibility of hyper inflation.  Also, head on over to http://www.themoneyvikings.net and use promo code TMVP1CK1NS to get 25% off of their premium service. You won't regret it. 
46:11
September 14, 2021
STOCKS: NOTHING IS $KULR THAN THIS SHOW
STOCKS: NOTHING IS $KULR THAN THIS SHOW
Brandon identifies a situation with the world's largest pension fund that could lead to large amounts of market volatility. We now know what caused the treasury yields to throw temper tantrums earlier this year and it probably will happen again.  Will the Fed really taper?  Dave thinks he's $KULR than everyone. 
01:16:40
September 08, 2021
Stocks: Company Spotlight On SK Telecom, Dave Wonders If The Consumer Is Over Indebted
Stocks: Company Spotlight On SK Telecom, Dave Wonders If The Consumer Is Over Indebted
Company Spotlight: SK Telecom Are consumers over-burdened with debt? Amazon will be using Affirm for buy now pay later Why GSAT jumped today Coinbase security concerns
47:37
August 30, 2021
Stocks: Still A Bull In The China Shop
Stocks: Still A Bull In The China Shop
Subjects in this episode include: Baidu's Annual Bauidu World 2021 conference GOOGLE’S Waymo driverless taxi gets the testing go ahead in San Francisco  Are we at the end of the business cycle? Robinhood’s earning’s miss Ramp’s valuations: are they a serious competitor for American Express?
44:45
August 24, 2021
Stocks: The Hunt For Yield
Stocks: The Hunt For Yield
On this episode we talk about the regressive tax of inflation, Dave says buy $BLNK and $KULR, and I take you on a dive for yield with $LMT, $DVY, $SDIV, and $NOBL. We also maintain our bullish stances on $TTWO, $BABA, and $NVDA. 
39:21
August 16, 2021
Stocks: Dave is a bull now, MAYBE! Also, Infrastructure plays like Jacobs Engineering
Stocks: Dave is a bull now, MAYBE! Also, Infrastructure plays like Jacobs Engineering
Dave is a bull now, MAYBE! How Dave trades $BLNK and how he traded $HOOD A trend Dave has noticed with Wall Street Bets stocks and ideas on how to play them An update on our competition with The Money Vikings Why I like Jacobs Engineering as an infrastructure Brandon is waiting on a new covid scare drop, and says buy that dip. Our base case is that there will be no new nationwide lockdowns. Brandon likes Delta Airlines ($dal) and United Airlines ($UAL) but favors Delta under $40. The oil drop favors airlines. If the dow drops 700-1,000 points in a day go stock picking.
35:21
August 09, 2021
Stock Investments: GE: Past, Present, and Future. And the Federal Reserve.
Stock Investments: GE: Past, Present, and Future. And the Federal Reserve.
-When will the fed stop buying bonds? -We love what we're doing! -Update on our competition with the evil Money Vikings -How to measure your stock's EPS against the ten year treasury yield -General Electric: The rise, fall, and rise again?
38:33
August 02, 2021
Apple Earnings, Facebook's Metaverse, Amazon, and More!
Apple Earnings, Facebook's Metaverse, Amazon, and More!
On this weeks episode Brandon we make calls on Delta ($dal), Amazon ($amzn), D.R. Horton ($dhi), Raytheon ($rtx) and more! Dave talks about this week's GDP numbers and answers a question about $LAND We answer viewer questions about High Tide and Robinhood's IPO.  Also, Brandon punched a bear. Not a fat sweaty one that trolls Stock Twits from his mom's basement, but a real bear. 
45:47
July 30, 2021
Intel's numbers, semiconductor sector and dividend stocks
Intel's numbers, semiconductor sector and dividend stocks
Guest speaker on today is Mark Stanelle and we covered the Intel earnings report, the semiconductor sector at large, dividend stocks and whether we will hit our target GDP numbers. 
43:09
July 22, 2021
Inflation, Delta Variant and $NVDA buy!!
Inflation, Delta Variant and $NVDA buy!!
Our guest host Nick Young fills in for Brandon and we talk inflation, how the Delta Variant may affect stocks and if we see another shutdown.
44:13
July 15, 2021
CHINA! And.. "WHATS THE DEAL WITH OIL?"...in my best Seinfeld voice...
CHINA! And.. "WHATS THE DEAL WITH OIL?"...in my best Seinfeld voice...
On this episode we give our thoughts on the "China Tech Crackdown" as well as our thoughts on the possible scenarios that may play out. We give you our thoughts on what we're seeing with the ten year treasury yield, Dave says buy $SLB, buys more $DIDI, and ponders $GAME. I'm sticking to $BABA, $TCEHY, and $BIDU. I'm also adding $WHR and $SAM to my watchlist, but not buying yet.  Also, the saga continues with oil and OPEC+!
42:05
July 09, 2021
Robinhood's IPO, Didi Global's IPO, More On Oil, Tobin's Q and More!
Robinhood's IPO, Didi Global's IPO, More On Oil, Tobin's Q and More!
HEY Chinchilla Pickers! On this episode we cover the following: -Robinhood's IPO along with their recent FINRA fine.  -Which brokerage companies we use -Dave continues upon his quest to find out what is happening with oil.  -What did Conagra brands say about inflation? -Didi Global's IPO -Tobin's Q (which is a valuation method) We hope you enjoy the episode! 
56:01
July 02, 2021
$KULR, $BIDU, $JEF, $YOU, Space Stocks, Overall Market Levels, and What's The Deal With Oil?
$KULR, $BIDU, $JEF, $YOU, Space Stocks, Overall Market Levels, and What's The Deal With Oil?
I have been editing this show for 2 1/2 hours because for some reason the editing program has rearranged our show randomly, 3 different times. We're missing about 5 minutes, but the show still makes sense and the 5 minutes is Dave explaining why space stocks are overvalued and me agreeing. Dave owes me dinner for this. Or lunch. Somewhere nice.  On this episode we talk about why Dave thinks $KULR has great potential. I give updates on $BIDU and $JEF, we ask "What's the deal with oil?", at some point in this show I rap for some reason, and we talk about Robinhood's new IPO stock $YOU. 
48:15
June 26, 2021
The FOMC Meeting, $APA, $JEF, and $BIDU
The FOMC Meeting, $APA, $JEF, and $BIDU
Brandon gives his ideas for a low p/e growth stock and a financial company that is still available at a great value. Dave questions what on earth is happening to the price of oil, and also try to make sense of the recent moves in the stock market and the bizarro bond market. 
41:52
June 17, 2021
RH Earnings, The G7, Wendy's, And More!
RH Earnings, The G7, Wendy's, And More!
Dave gives you his pick for this week, Bezos goes to space, $RIOT, inflation, Chinese stocks, the G7 minimum global tax, Wendy's Wall Street Bets debacle, and we dig into RH (still known to me as Restoration Hardware)!  
44:39
June 11, 2021
Meme Stocks, Microvision, Lululemon And Living The Investing Life Style with Bob From The Money Vikings!
Meme Stocks, Microvision, Lululemon And Living The Investing Life Style with Bob From The Money Vikings!
This week we have a special guest, Bob from The Money Vikings!  Check them out on http://www.themoneyvikings.net and check out their podcast.  Dave is currently out hiking in South Dakota, probably hanging off of Thomas Jefferson's chiseled nose or something. He'll be back next week. 
01:05:36
June 04, 2021
Introducing The Chinchilla Picking Podcast
Introducing The Chinchilla Picking Podcast
Dave Underwood and Brandon Beaver bring you this week's news in stocks as well as their recent investment and trading ideas. 
01:03
May 30, 2021
I $LUV This Episode
I $LUV This Episode
I'm not actually recommending this stock right now, but I do consider it one of the top 3 airlines along with $DAL and $UAL. We talk about that and Dave makes a pick that may have investors rounding the bases during the re-opening. Also, I bring back "The Craziest Things I Read On Stocktwits This Week"!
40:58
May 28, 2021
WAS CRYPTO IN A BUBBLE, DAVE?
WAS CRYPTO IN A BUBBLE, DAVE?
We cover bitcoin's drop, why $BHP might be a good hedge against inflation, Tencent and Take-Two Interactive's earnings reports, NVIDIA's stock split, what move Dave recently made on $RIOT, and more! Oh, and you might've guessed this but the title was written by Brandon. 
59:30
May 22, 2021
Inflation, $baba, $coin, $riot, $dal, and a new segment
Inflation, $baba, $coin, $riot, $dal, and a new segment
This week we have an in depth discussion about inflation. We talk about Alibaba's earnings. We also talk about $riot and $coin and I introduce a new segment, "The Craziest/Funniest Things I Read On Stocktwits This Week".
37:14
May 15, 2021
$PTON, $RIOT, The Fed, $BABA, and MORE
$PTON, $RIOT, The Fed, $BABA, and MORE
WE'RE LED BY IDIOTS!! And... Dave makes a call on $pton and $riot, we both say buy Alibaba, how to value your stocks IF/WHEN interest rates normalize, and more! 
43:32
May 06, 2021
$AAPL, $AMZN, $MVIS, The Infrastructure Plan, Inflation, Equity Bubble Signs and MORE!
$AAPL, $AMZN, $MVIS, The Infrastructure Plan, Inflation, Equity Bubble Signs and MORE!
In this episode we discuss one of the most important lessons a new investor should understand: know the environment in which you're investing. Also, Dave asks, when did stock dilution become a buy signal???!!! Also, Apple earnings, Amazon earnings, and more! 
51:39
April 29, 2021
Why I Am A Contrarian, and Learn From My Mistakes
Why I Am A Contrarian, and Learn From My Mistakes
Brandon is at the helm again and explains why he's a contrarian and what mistake he made with Alibaba and why he still has the stock. He also gives an update to Microsoft buying Nuance. He also talks about Tencent and JD.com and explains why he bought $gld and his thought process behind the purchase.  Oh, and he once swung at a pitch in baseball that he got hit by. Yes, he was that bad. 
27:56
April 23, 2021
CRYPTO MIGHT BE IN A FREAKIN' BUBBLE, DAVE! gosh...
CRYPTO MIGHT BE IN A FREAKIN' BUBBLE, DAVE! gosh...
Brandon wrote the title for this episode.  On this episode we discuss the Coinbase IPO, Alibaba's fine (buy $BABA?), Microsoft's purchase of Nuance, Goldman Sachs and bank earnings, the microchip shortage and more! 
54:53
April 16, 2021
Value Equations, A Listener Submitted Stock Idea, Tesla, And More
Value Equations, A Listener Submitted Stock Idea, Tesla, And More
Dave asks if Tesla still has a competitive moat, a listener asked us about our opinion on $drn, $UTME “A Cautionary Tale”, and more!
45:25
April 08, 2021
Inflation fears, tech, finances, RIOT, mutual funds
Inflation fears, tech, finances, RIOT, mutual funds
Brandon is very modest in this episode. Even though we’re better than the TV analysts!
49:15
April 01, 2021
STOCKS OR STONKS?
STOCKS OR STONKS?
THIS WEEK I (BRANDON) PLAY A GAME WITH MYSELF!
29:18
March 26, 2021
Do your due diligence, Airlines, Sports Betting, Dave’s $1,000 rule, Apple, Bonds and more
Do your due diligence, Airlines, Sports Betting, Dave’s $1,000 rule, Apple, Bonds and more
So...bonds...are dead? Is it time to sell Apple? Time to sell the airlines? Has the sports betting industry peaked? We answer all of these questions. Plus: don’t buy or sell just because someone on TV tells you to. Just because someone is on television, that doesn’t mean they have your best interests in mind.
44:24
March 18, 2021
GAMING! VACCINES! WARREN BUFFETT! and also/income statements and balance sheets
GAMING! VACCINES! WARREN BUFFETT! and also/income statements and balance sheets
A function of market corrections is to flush out mistakes. How do you know you’re not making a mistake? A basic review of income statements and balance sheets. Is Activision over valued? Has the vaccine trade become overheated?
47:43
March 12, 2021
Warren Buffett, Crypto, TheUS Dollar and Rules For Trading and Investing
Warren Buffett, Crypto, TheUS Dollar and Rules For Trading and Investing
On this episode I talk about the recent moves in crypto, the annual Berkshire Hathaway letter to shareholders, rules for investing and trading, and more! Welcome to Chinchilla Picking, where we enrich your ears!
40:46
March 05, 2021