The Chinchilla Picking Podcast cover art

All Episodes

The Chinchilla Picking Podcast — 239 episodes

#
Title
1

Episode 230: David’s Final Episode

2

Episode 229: Navigating the Noise: Amazon’s Humanoid Future and the AI Healthcare Breakthrough

3

Episode 228: AI Defense, Software Shakeups, and the Iran Conflict

4

Episode 227: The Tech Renaissance: Moats, Micros, and Massive Profits

5

Episode 226: AI is Coming for Your Job! (And the Market is Panicking)

6

Episode 225: Global Markets in Turmoil: From Middle East Strikes to the Software Debt Trap

7

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

8

Episode 223: Is Bitcoin a Buy? More On the Netflix/WBD Deal, Plus Return of Grading a Stock

9

Episode 222: The AI Cap Ex Race

10

Episode 221: Bank Earnings, The Resurgence of the AI Trade, and Mining Consolidation

11

Episode 220: A Deep Dive into Vistra

12

Episode 219: The Venezuelan Conflict

13

Downtime with Dave Part Deux

14

Downtime with David

15

Episode 218: Citigroup, Disney, Palantir, LENZ Therapeutics, and More

16

Episode 217: Teradyne, Amazon, Eli Lilly, and More

17

Episode 216: 2025 Q3 Earnings So Far

18

Episode: A Little Known Company's Bankruptcy Is Rocking Financials

19

Episode 214: Chicken Soup for the Investor's Soul

20

Episode 213: Is The Stock Market In a Bubble?

21

Episode 212: How to React to "Market Rotations"

22

David eats crow on Bullish, Brandon sells his pharma stock and inflation talk.

23

Episode 211: NVIDIA, LENZ Therapeutics, and the European EV Market

24

Episode 210: Q2 Review

25

Episode 209: Berkshire Buys United Health

26

Episode 208: Amazon, Apple, More Tariffs, and Oil

27

Episode 207: Earnings From GE Vernova, Alphabet, and Newmont Corp

28

Episode 206: ASML, Bank Earnings, and Metsera

29

Amazon Sets Another Prime Day Record

30

Episode 205: How Pepsi Forgot Who It Is

31

Episode 204: Nike's Earnings, Dave Hits On GE Vernova's Headwinds

32

Episode 203: Ways The Iran Situation Could Affect the Market

33

Episode 202: Brandon Swears Off Boeing, Nvidia's GTC Paris Conference

34

Episode 201: The May Jobs Report, Strategies For AI Plays, and Solana

35

Episode 200: Nvidia, Bitcoin, and Palantir

36

ASML, Palantir, Apple, and US Steel

37

Special Guest Nick Young Returns to Talk About What is Driving The Market

38

Episode 198: How to Profit Off The Price of Eggs, Plus Disney Earnings

39

Episode 197: Are We In a Recession?

40

Episode 196: Netflix, Palantir, and Solano

41

Tariffs, earnings and crypto explanation!

42

News From Bank Earnings and Tariff Beneficiaries

43

Episode 195: The Great Tariff Debate

44

Episode 194: Market Cycle Update

45

Episode 193: Nike Earnings and Novo Nordisk

46

Episode 192: GE Aerospace and Southwest Airlines

47

Episode 191: Nvidia, Costco, Novo Nordisk, and Eli Lilly

48

Episode 190: Berkshire's Annual Shareholder Letter and Fiverr

49

Episode 189: Tawain Semiconductor Wants a Piece of Intel, Why Deep Seek is GOOD For Google

50

Episode 188: The Over Reaction to Deep Seek and Disney Earnings

51

Episode 187: Deepseek AI, Tariffs, Visa, and Mastercard

52

Episode 186: Netflix Earnings, Problems in the UK, and Dave Dives into Nano-Nuclear Technologu

53

Episode 185: Builders FirstSource and The IMF's Global Economic Forecast

54

Oil and investing solely off of news

55

Episode 184: Apple, Meta, and Our 2025 Outlook

56

Episode 183: The Energy Revolution

57

Episode 182: The State of Retail Heading into The Holidays

58

Episode 181: Upcoming Earnings For Dick's Sporting Goods, Web3 Gaming, and Will We Have a Blockbuster Holiday Season?

59

Episode 180: The State of the Travel Industry and a Good Dividend Stock

60

Episode 179: The Election and Earnings

61

Episode 178: Deckers, Tesla, GE Aerospace, and More

62

Episode 177: Delta's Battle With CrowdStrike Heats Up

63

Episode 176: Google Fights Back Against Ad Competition

64

Episode 175: Boomerang Executives

65

Episode 174: Two Industries Expected to Outperform Over the Next Decade and The AI Valuation Problem

66

Episode 173: Verizon Announces Deal to Purchase Frontier Communications

67

Episode 172: NVIDIA Earnings, Ulta Beauty, Best Buy and More

68

Episode 171: NVIDIA Earnings Preview and Target Earnings Review

69

Episode 170: Home Depot and Deere &Co. Earnings

70

Episode 169: Can Disney Regain the Magic?

71

Episode 168: The Jobs Report Plus Apple and McDonald's Earnings

72

Episode 167: Big Earnings From the Consumer Staples Sector

73

Episode 166: How The News From This Weekend Will Affect Markets

74

Episode 165: Nike, Just Not Doing It

75

Episode 164: Under Armour's Restructuring, Apple, and More!

76

Episode 163: Starbucks, Southwest Airlines, and Rio Tinto

77

Episode 162: Lockheed Martin, Oil, Job Numbers, And a New M&A Play

78

Episode 161: Dollar Tree, Costco Earnings, Keurig Dr. Pepper, and OPEC to Cut Oil Output Further

79

Episode 160: Earnings From NVIDIA and Target Plus Summer Oil Prices

80

Episode 159: Take Two Interactive, Disney, and the Return of Roaring Kitty

81

BEST OF: Dave's Crypto Strategy, What Work on Wall Street, and a Potential Financial Contagion Discovered

82

Episode 157: Berkshire, Apple, Tesla, and the Commercial Banking Sector

83

Episode 156: Earnings For Alphabet, Meta Platforms, and Microsoft, Plus an Update on the Battle for AI Supremacy

84

Episode 155: Netflix , Tesla, Timken, JB Hunt, Taiwan Semiconductor, and More

85

Episode 154: Jamie Dimon's Letter to Shareholders Plus Iran Attacks Israel

86

Episode 153: A New Study Brings New Perspective on Novo Nordisk, Time to Indulge in Hershey?

87

Episode 152: Is Nvidia in a Bubble?

88

Episode 151: Dick's Sporting Goods Knocks It Out of The Park

89

Episode 150: GE's Investor Days Plus Pfizer Switches Focus

90

Episode 149: Dell's Dull Earnings

91

Episode 148: Berkshire Earnings and Annual Shareholder Letter, Intuitive Machines Goes Lunar and Then Crashes

92

Episode 147: Uber's Earnings, The AI Boom, and More

93

Episode 146: Earnings From Disney and Pepsi Plus More On Novo Nordisk

94

Episode 145: Tesla, Apple, CH Robinson, Meta, GE, and $ARGT

95

Episode 144: Netflix Earnings, Natural Gas Companies, and Big Drama at WWE Parent Company TKO

96

Episode 143: SAVE Yourself From Spirit Airlines

97

Episode 142: Big Bank Earnings and New M&A Activity

98

Episode 141: Earnings Outlook and Bitcoin ETFs

99

Episode 140: Deal Making Expected to Increase In 2024

100

Episode 139: Changes In Chinese Tourism Spell Trouble For Retailers

101

Episode 138: Pepsi, Apple Moving a Major Portion of It's Production to India, and Positive Data, And Grocery Stores Are Now Data Brokers

102

Episode 137: Is It Time To Give Up On Pfizer?

103

Episode 136: Nvidia Earnings and Preliminary Holiday Sales Numbers

104

Episode 135: Retail Earnings And The State of the Consumer

105

Episode 134: Arm Earnings

106

Episode 133: Apple's Earnings

107

Recapping Meta and GE's Earnings

108

Episode 131: The Current Global Trade Recession

109

Episode 130: A Deep Dive Into Pepsi's Earnings and What is Driving Oil Companies Higher?

110

Episode 129: What's Going On With Yields? Plus, More Dissapointing News From Boeing

111

Episode 128: The Home Building Stocks Have Been Booming, Is There Still Gas in the Tank?

112

Episode 127: Cisco Buys Splunk

113

Bonus IPO Episode

114

Episode 126: JM Smuckers Buys Hostess, What We Know About The Instacart IPO, and Headlines

115

Episode 125: Home Sales, RH Earnings, the Disney/Charter Deal, Apple's Event and Headlines

116

Episode 124: Do Recent Retail Earnings Reports Paint A Sobering Picture for The State of The US Consumer?

117

Episode 123: Shrinkage

118

Episode 122: The LEI, Bloomin Brands, and Pain at the Pump

119

Episode 121: Disney Earnings, And Is The Earnings Yield of The S&P Enough to Sustain The Market

120

Episode 120: Robinhood and Berkshire Earnings

121

Episode 119: How to Turn "Mistakes" Into Wins in Investing

122

Episode 118: Oil, NVIDIA, Tesla, and More

123

More Changes Coming At Disney, Plus The UPS Strike and More

124

Episode 116: Is It Really Different This Time?

125

Episode 115: Tesla, Delta Airlines, Bitcoin, and Constellation Brands

126

Be Cautious When Others Are Being Greedy

127

We're Officially Back in Bull Mode...But Are We On Thin Ice?

128

Pfizer and the Recent Jobs Report

129

Are We Already Experiencing a Slowdown? Dave Covers NVIDIA

130

I'll Be Your Warren Buffett If You Will Be My Charlie Munger

131

An Update on Activision, Meta Surprises Nicely on Earnings Again, and Foxconn Abandons Lordstown Motors

132

Well, Are We or Aren't We Going Into a Recession?

133

The Week Ahead

134

Is Inflation Really Easing?

135

Yada, Yada, Yada, Too Big to Fail. Again.

136

Yada, Yada, Yada and GE's Investor Conference

137

Berkshire's Annual Shareholder Letter Plus Lowe's and Salesforce

138

NVIDIA Earnings and Could ODTEs Be the Source of The Next Stock Market Crash?

139

Is Alphabet's Business Model "Broken"?

140

EPISODE 100!

141

GE and GE Healthcare Earnings and the Upcoming Jobs Report

142

Earnings Reviews, Netflix, P&G, Morgan Stanley, and More

143

Earnings Season!

144

WWE For Sale? What To Do With DraftKings And GE Healthcare Spins Off

145

Our Year End Episode

146

The One Advantage You, A Retail Investor, Have Over Money Managers

147

How To Increase Your Investments 100-Fold Over the Course of Time

148

Making Sense of the Economic Landscape and The State of the Stock Market

149

Disney: Return of the Jedi CEO

150

Stocks: Tesla, Target, and Walmart

151

Too Close To Call! FTX's meltdown, Disney's Earnings, and More

152

Stocks: FOMC Meeting Results

153

Stocks: The Fall of the Red Wall?

154

Stocks: Netflix's Earnings, Housing Data, And Accenture

155

Stocks: Dave and Brandon Dive into Semiconductors, Meta, And Boeing

156

Stocks: A Potential Financial Contagion

157

Stocks: Nordstrom Tries to Fend Off a Potential Hostile Takeover, Is Ford Now A Buy?

158

Stocks: PPI, CPI, What Now? Plus, What Does The Potential Railroad Strike Mean For The Market?

159

Stocks: What Does The Short and Medium Term Future Have In Stock For Oil

160

Stocks: With The Stock Market Looking Gloomy, Dave Gives You a Sector To Buy

161

Stocks: Dollar General, Three Recent Warren Buffett Picks, and NVIDIA

162

Stocks: Q2 Retail Tale Of The Tape

163

Stocks: Rivian, Berkshire, Disney Earnings, and The CPI Induced Rally

164

Stocks: Trouble In The Air?

165

Stocks: Is It $BBBYE for Bed, Bath, and Beyond?

166

Stocks: This Episode Is Rated $X

167

Stocks: The Bank Stress Test, FedEx earnings

168

Stocks: Real Life Drama In WWE

169

Stocks: Update On The Current Inflationary Landscape

170

Stocks: Back To Good Ol' Arbitrage

171

Stocks: As Prices Come Down, So Does Risk

172

Stocks: Robinhood CEO Vladimir Tenev Is The Sheriff Of Rottingham

173

Stocks: Brandon And Dave Buy Twitter

174

Stocks: Gold Plated AIG Rims!

175

Stocks: "What Works On Wall Street", Crypto, JP Morgan's Earnings and Elon's Offer

176

Stocks: FedEx, The Yield Curve Inversion, And An Update On Meta's Apple Problem

177

Stocks: Well...That $RH Earnings Call Was...Something.

178

Stocks: Berkshire's First Acquisition Since 2016!

179

Stocks: Banks and Semiconductors

180

Stocks: Our One Year Anniversary Episode

181

Break With Brandon: Market Inefficiency And Warren Buffett's Shareholder Letter

182

Stocks: Is RH A Buy?

183

Stocks: Break With Brandon, Howard Mark's Recent Memo "Selling Out"

184

Stocks: Investing With Zen During Market Turmoil

185

Stocks: Crypto.com, $RIOT and Dave's oil plays!

186

Stocks: The Retail Landscape For 2022 And Beyond

187

Stocks: New Investors Need To Be Cautious

188

Meta's Painful Earnings Hiccup, Dave's Call On Oil

189

Stocks: An Update On Intel's and Tesla's Q4 Earnings and more!

190

Stocks: The New Market Machinery

191

Stocks : Break with David calls on Tesla and what happened to RIOT

192

Stocks: Oil, Airlines and 2022. $KULR, $BLNK

193

Stocks: SPACs and Oracle's Acquisition of Cerner

194

Stocks: The Characteristics Of A Market Cycle, What Can Tulipmania Tell Us About Today?

195

End Of The Competition Results, Special Guest Mark Stanelle Gives His Testimony

196

Stocks: Your Omicron Buy List

197

Stocks: Retail Tale Of The Tape

198

Stocks: Walmart's Q3 Earnings, and What's The Story With Today's Retail Numbers?

199

Stocks: Winners and Losers In The Coming Economic Environment

200

Special Breakout Session

201

Stocks: Amazon Q3 Earnings, Rivian's IPO, KULR Technology and Nvdia

202

Stocks: RINGING THE ALARM BELLS ON ROBINHOOD

203

Break With Brandon: Facebook and GE Earnings

204

Stocks: Dave And I Go Over Our Methods of Picking Winners

205

Stocks: Taiwan Semiconductor Manufacturing

206

Break With Brandon: The Jobs Report Leaves More Questions Than Answers

207

Stocks: Don't Call It A Comeback, Yet...

208

Stocks: NVIDIA, Berkshire Hathaway, Facebook, and SK Telecom Plus The VR Revolution

209

Stocks: Which re-opening plays to stay away from and is the Evergrande situation a global contagion?

210

Stocks: The Apple Event

211

STOCKS: NOTHING IS $KULR THAN THIS SHOW

212

Stocks: Company Spotlight On SK Telecom, Dave Wonders If The Consumer Is Over Indebted

213

Stocks: Still A Bull In The China Shop

214

Stocks: The Hunt For Yield

215

Stocks: Dave is a bull now, MAYBE! Also, Infrastructure plays like Jacobs Engineering

216

Stock Investments: GE: Past, Present, and Future. And the Federal Reserve.

217

Apple Earnings, Facebook's Metaverse, Amazon, and More!

218

Intel's numbers, semiconductor sector and dividend stocks

219

Inflation, Delta Variant and $NVDA buy!!

220

CHINA! And.. "WHATS THE DEAL WITH OIL?"...in my best Seinfeld voice...

221

Robinhood's IPO, Didi Global's IPO, More On Oil, Tobin's Q and More!

222

$KULR, $BIDU, $JEF, $YOU, Space Stocks, Overall Market Levels, and What's The Deal With Oil?

223

The FOMC Meeting, $APA, $JEF, and $BIDU

224

RH Earnings, The G7, Wendy's, And More!

225

Meme Stocks, Microvision, Lululemon And Living The Investing Life Style with Bob From The Money Vikings!

226

Introducing The Chinchilla Picking Podcast

227

I $LUV This Episode

228

WAS CRYPTO IN A BUBBLE, DAVE?

229

Inflation, $baba, $coin, $riot, $dal, and a new segment

230

$PTON, $RIOT, The Fed, $BABA, and MORE

231

$AAPL, $AMZN, $MVIS, The Infrastructure Plan, Inflation, Equity Bubble Signs and MORE!

232

Why I Am A Contrarian, and Learn From My Mistakes

233

CRYPTO MIGHT BE IN A FREAKIN' BUBBLE, DAVE! gosh...

234

Value Equations, A Listener Submitted Stock Idea, Tesla, And More

235

Inflation fears, tech, finances, RIOT, mutual funds

236

STOCKS OR STONKS?

237

Do your due diligence, Airlines, Sports Betting, Dave’s $1,000 rule, Apple, Bonds and more

238

GAMING! VACCINES! WARREN BUFFETT! and also/income statements and balance sheets

239

Warren Buffett, Crypto, TheUS Dollar and Rules For Trading and Investing