All Episodes
The Chinchilla Picking Podcast — 239 episodes · page 1 of 3
Episode 230: David’s Final Episode
Episode 229: Navigating the Noise: Amazon’s Humanoid Future and the AI Healthcare Breakthrough
Episode 228: AI Defense, Software Shakeups, and the Iran Conflict
Episode 227: The Tech Renaissance: Moats, Micros, and Massive Profits
Episode 226: AI is Coming for Your Job! (And the Market is Panicking)
Episode 225: Global Markets in Turmoil: From Middle East Strikes to the Software Debt Trap
Episode 224: Nvidia's Upcoming Earnings, What Does Walmart Have to Say About The Economy, and Some Quantum Computing Companies May Be Cashing in on Lost Bitcoin
Episode 223: Is Bitcoin a Buy? More On the Netflix/WBD Deal, Plus Return of Grading a Stock
Episode 222: The AI Cap Ex Race
Episode 221: Bank Earnings, The Resurgence of the AI Trade, and Mining Consolidation
Episode 220: A Deep Dive into Vistra
Episode 219: The Venezuelan Conflict
Downtime with Dave Part Deux
Downtime with David
Episode 218: Citigroup, Disney, Palantir, LENZ Therapeutics, and More
Episode 217: Teradyne, Amazon, Eli Lilly, and More
Episode 216: 2025 Q3 Earnings So Far
Episode: A Little Known Company's Bankruptcy Is Rocking Financials
Episode 214: Chicken Soup for the Investor's Soul
Episode 213: Is The Stock Market In a Bubble?
Episode 212: How to React to "Market Rotations"
David eats crow on Bullish, Brandon sells his pharma stock and inflation talk.
Episode 211: NVIDIA, LENZ Therapeutics, and the European EV Market
Episode 210: Q2 Review
Episode 209: Berkshire Buys United Health
Episode 208: Amazon, Apple, More Tariffs, and Oil
Episode 207: Earnings From GE Vernova, Alphabet, and Newmont Corp
Episode 206: ASML, Bank Earnings, and Metsera
Amazon Sets Another Prime Day Record
Episode 205: How Pepsi Forgot Who It Is
Episode 204: Nike's Earnings, Dave Hits On GE Vernova's Headwinds
Episode 203: Ways The Iran Situation Could Affect the Market
Episode 202: Brandon Swears Off Boeing, Nvidia's GTC Paris Conference
Episode 201: The May Jobs Report, Strategies For AI Plays, and Solana
Episode 200: Nvidia, Bitcoin, and Palantir
ASML, Palantir, Apple, and US Steel
Special Guest Nick Young Returns to Talk About What is Driving The Market
Episode 198: How to Profit Off The Price of Eggs, Plus Disney Earnings
Episode 197: Are We In a Recession?
Episode 196: Netflix, Palantir, and Solano
Tariffs, earnings and crypto explanation!
News From Bank Earnings and Tariff Beneficiaries
Episode 195: The Great Tariff Debate
Episode 194: Market Cycle Update
Episode 193: Nike Earnings and Novo Nordisk
Episode 192: GE Aerospace and Southwest Airlines
Episode 191: Nvidia, Costco, Novo Nordisk, and Eli Lilly
Episode 190: Berkshire's Annual Shareholder Letter and Fiverr
Episode 189: Tawain Semiconductor Wants a Piece of Intel, Why Deep Seek is GOOD For Google
Episode 188: The Over Reaction to Deep Seek and Disney Earnings
Episode 187: Deepseek AI, Tariffs, Visa, and Mastercard
Episode 186: Netflix Earnings, Problems in the UK, and Dave Dives into Nano-Nuclear Technologu
Episode 185: Builders FirstSource and The IMF's Global Economic Forecast
Oil and investing solely off of news
Episode 184: Apple, Meta, and Our 2025 Outlook
Episode 183: The Energy Revolution
Episode 182: The State of Retail Heading into The Holidays
Episode 181: Upcoming Earnings For Dick's Sporting Goods, Web3 Gaming, and Will We Have a Blockbuster Holiday Season?
Episode 180: The State of the Travel Industry and a Good Dividend Stock
Episode 179: The Election and Earnings
Episode 178: Deckers, Tesla, GE Aerospace, and More
Episode 177: Delta's Battle With CrowdStrike Heats Up
Episode 176: Google Fights Back Against Ad Competition
Episode 175: Boomerang Executives
Episode 174: Two Industries Expected to Outperform Over the Next Decade and The AI Valuation Problem
Episode 173: Verizon Announces Deal to Purchase Frontier Communications
Episode 172: NVIDIA Earnings, Ulta Beauty, Best Buy and More
Episode 171: NVIDIA Earnings Preview and Target Earnings Review
Episode 170: Home Depot and Deere &Co. Earnings
Episode 169: Can Disney Regain the Magic?
Episode 168: The Jobs Report Plus Apple and McDonald's Earnings
Episode 167: Big Earnings From the Consumer Staples Sector
Episode 166: How The News From This Weekend Will Affect Markets
Episode 165: Nike, Just Not Doing It
Episode 164: Under Armour's Restructuring, Apple, and More!
Episode 163: Starbucks, Southwest Airlines, and Rio Tinto
Episode 162: Lockheed Martin, Oil, Job Numbers, And a New M&A Play
Episode 161: Dollar Tree, Costco Earnings, Keurig Dr. Pepper, and OPEC to Cut Oil Output Further
Episode 160: Earnings From NVIDIA and Target Plus Summer Oil Prices
Episode 159: Take Two Interactive, Disney, and the Return of Roaring Kitty
BEST OF: Dave's Crypto Strategy, What Work on Wall Street, and a Potential Financial Contagion Discovered
Episode 157: Berkshire, Apple, Tesla, and the Commercial Banking Sector
Episode 156: Earnings For Alphabet, Meta Platforms, and Microsoft, Plus an Update on the Battle for AI Supremacy
Episode 155: Netflix , Tesla, Timken, JB Hunt, Taiwan Semiconductor, and More
Episode 154: Jamie Dimon's Letter to Shareholders Plus Iran Attacks Israel
Episode 153: A New Study Brings New Perspective on Novo Nordisk, Time to Indulge in Hershey?
Episode 152: Is Nvidia in a Bubble?
Episode 151: Dick's Sporting Goods Knocks It Out of The Park
Episode 150: GE's Investor Days Plus Pfizer Switches Focus
Episode 149: Dell's Dull Earnings
Episode 148: Berkshire Earnings and Annual Shareholder Letter, Intuitive Machines Goes Lunar and Then Crashes
Episode 147: Uber's Earnings, The AI Boom, and More
Episode 146: Earnings From Disney and Pepsi Plus More On Novo Nordisk
Episode 145: Tesla, Apple, CH Robinson, Meta, GE, and $ARGT
Episode 144: Netflix Earnings, Natural Gas Companies, and Big Drama at WWE Parent Company TKO
Episode 143: SAVE Yourself From Spirit Airlines
Episode 142: Big Bank Earnings and New M&A Activity
Episode 141: Earnings Outlook and Bitcoin ETFs
Episode 140: Deal Making Expected to Increase In 2024
Episode 139: Changes In Chinese Tourism Spell Trouble For Retailers