PODCAST · business
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.
Episodes
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Episode 230: David’s Final Episode
It’s the end of an era on the Chinchilla Picking Podcast! After five fantastic years and 230 episodes, David Underwood is stepping away to focus on new ventures, leaving the show in the capable hands of the Baron of Bonds, Brandon Beaver. To mark this milestone, David and Brandon dive deep into a...
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Episode 229: Navigating the Noise: Amazon’s Humanoid Future and the AI Healthcare Breakthrough
While the markets face their fifth consecutive week of red and geopolitical headlines drive volatility, the underlying technology fundamentals tell a different story. In this episode of the Chinchilla Picking Podcast, David Underwood and Brandon Beaver look past the short-term panic to identify…
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Episode 228: AI Defense, Software Shakeups, and the Iran Conflict
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...
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Episode 227: The Tech Renaissance: Moats, Micros, and Massive Profits
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…
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Episode 226: AI is Coming for Your Job! (And the Market is Panicking)
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...
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Episode 225: Global Markets in Turmoil: From Middle East Strikes to the Software Debt Trap
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…
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Episode 223: Is Bitcoin a Buy? More On the Netflix/WBD Deal, Plus Return of Grading a Stock
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...
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Episode 222: The AI Cap Ex Race
Dave and Brandon cover big tech earnings and who is benefitting from the artificial intelligence capital expenditure race.
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Episode 221: Bank Earnings, The Resurgence of the AI Trade, and Mining Consolidation
Brandon and Dave cover this week's resurgence of the AI trade, bank earnings, and consolidation in the mining industry.
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Episode 220: A Deep Dive into Vistra
Plus, Dave covers the pharmaceutical industry's race to treat colon cancer.
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Episode 219: The Venezuelan Conflict
The Chinchilla Picking Podcast is back and talking about the effects that the situation in Venezuela is likely to have on the stock market.
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Downtime with Dave Part Deux
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.
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Downtime with David
David covers Nvidia and Fed cuts, plus a look at earnings this week.
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Episode 218: Citigroup, Disney, Palantir, LENZ Therapeutics, and More
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.
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Episode 217: Teradyne, Amazon, Eli Lilly, and More
Dave and Brandon cover more of the winners and losers from the Q3 2025 earnings season
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Episode 216: 2025 Q3 Earnings So Far
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.
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Episode: A Little Known Company's Bankruptcy Is Rocking Financials
Plus stock picks from Friday's sell off
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Episode 214: Chicken Soup for the Investor's Soul
Brandon buys The Campbell's Soup Company and dissects Nike's Earnings Dave explains the drop on GE Vernova Brandon and Dave argue about Bitcoin as a store of value
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Episode 213: Is The Stock Market In a Bubble?
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
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Episode 212: How to React to "Market Rotations"
Plus Dave gives his thoughts about the short term future of oil and Dave talks GLP 1s and weight loss drugs.
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David eats crow on Bullish, Brandon sells his pharma stock and inflation talk.
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.
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Episode 211: NVIDIA, LENZ Therapeutics, and the European EV Market
Dave and Brandon dive into Nvidia's recent earnings report. Plus, LENZ Therapeutics and the European EV Market
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Episode 210: Q2 Review
Plus what Brandon goes through how to look at the P/E ratios of turnaround plays
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Episode 209: Berkshire Buys United Health
Plus a major announcement regarding Amazon's grocery business Dave gives an update on his position on Bullish
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Episode 208: Amazon, Apple, More Tariffs, and Oil
Brandon and Dave talk the state of our current economy and new tariffs. Plus, the team goes talks Apple and Amazon earnings and oil.
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Episode 207: Earnings From GE Vernova, Alphabet, and Newmont Corp
Dave and Brandon cover this week's earnings reports from Google, GE Vernova, and Newmont Corporation. Dave gives an update on trade talks
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Episode 206: ASML, Bank Earnings, and Metsera
-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
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Amazon Sets Another Prime Day Record
Plus what to look for in the upcoming bank earnings
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Episode 205: How Pepsi Forgot Who It Is
In this episode we discuss the self-inflicted wounds for Pepsi, the jobs reports, and the headlines
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Episode 204: Nike's Earnings, Dave Hits On GE Vernova's Headwinds
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.
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Episode 203: Ways The Iran Situation Could Affect the Market
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.
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Episode 202: Brandon Swears Off Boeing, Nvidia's GTC Paris Conference
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?
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Episode 201: The May Jobs Report, Strategies For AI Plays, and Solana
Brandon and Dave dive into the current macro economic environment Brandon gives a strategy for investing in artificial intelligence Dave talks about the current situation for Solana
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Episode 200: Nvidia, Bitcoin, and Palantir
Some companies are putting their cash reserves into Bitcoin, is that a good idea? Brandon dives deep into Nvidia's earnings Plus, news on Palantir
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ASML, Palantir, Apple, and US Steel
Nick Young steps in for Dave to discuss this week's market news.
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Special Guest Nick Young Returns to Talk About What is Driving The Market
Brandon buys......................BOEING Nick Young returns to talk about what is driving the market.
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Episode 198: How to Profit Off The Price of Eggs, Plus Disney Earnings
Brandon tells us how to potentially profit off of the price of eggs. Dave dives into the recent trade talks.
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Episode 197: Are We In a Recession?
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.
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Episode 196: Netflix, Palantir, and Solano
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 Palantir Dave dives into what's moving the crypto markets in regards to Solana
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Tariffs, earnings and crypto explanation!
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.
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News From Bank Earnings and Tariff Beneficiaries
Brandon gives you his insight from Friday's bank earnings and who he thinks will benefit from the tariffs.
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Episode 195: The Great Tariff Debate
Brandon and Dave argue about tariffs but agree on what to do regardless.
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Episode 194: Market Cycle Update
Brandon checks in on the market cycle, are we near a recession? Dave dives into big developments in the pharmaceutical industry.
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Episode 193: Nike Earnings and Novo Nordisk
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.
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Episode 192: GE Aerospace and Southwest Airlines
Plus, the headlines and upcoming earnings.
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Episode 191: Nvidia, Costco, Novo Nordisk, and Eli Lilly
Brandon looks at the recent results of Costco and Nvidia. Dave covers the pharmaceutical industry.
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Episode 190: Berkshire's Annual Shareholder Letter and Fiverr
We discuss the recent Berkshire earnings and this year's shareholder letter. Dave dives into Fiverr and Him's.
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