The Chinchilla Picking Podcast: Recent Episodes
Brandon Beaver and David Underwood
Former executive Elliot Hill is returning to Nike to take over the CEO role. Why this could be a needed turning point for the stock.
Disney has narrowed it's search for a replacement for Bob Iger down to two candidates.
Dave discusses the state of agricultural commodities.
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Plus, politicians continue to double down on the worst economic policy mistake of the 21st century.
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Plus:
-The jobs report
-Covid disaster relief loans are defaulting at a high rate
-Dava analyzes what is happening in Turkey
-Dave analyzes Arm's deal with Apple
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Consumer spending is 2/3rds of US GDP. Can it continue to lift the US economy?
NVIDIA knocked it out of the park again.
Dave covers Best Buy's turnaround.
Brandon says Delta Airlines is now in value territory and is in a good buy zone. Dave disagrees.
Berkshire Hathaway recently disclosed a new stake in Ulta Beauty. We break down this purchase.
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Target earnings are out and there are signs of a turnaround plus...
-NVIDIA Earnings are due Wednesday after the bell
-A list of the worst CEOs ever
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Plus:
-Dave covers the downfall of the pharmacy chains
-Walmart should continue to outperform its peers
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Dave and Brandon argue about Disney's earnings
Dave tells you what to look out for regarding Tesla this week and gives an update on Ripple
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Brandon explains the Sahm Rule as an economic indicator and dissects the recent jobs report.
Dave explains his position on bitcoin
Plus, we dive into the earnings reports from McDonald's and Apple.
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Are earnings from the consumer staples sector starting to paint a clearer picture of where the economy is headed?
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Also...
-The state of agriculture and a potential play for a rebound
-American banks are leaving pacific island emerging economies leaving a possible opportunity for China
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-Nike earnings disappoint again leading to the largest 1 day drop in the stocks history
-China is on path to nationalize all precious metals
-Should the Federal Reserve cut rates this year? Brandon and Dave now have opposing views
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This week we have special guest Nick Young!
-Under Armour's planned restructuring
-Retail's struggle with inflation
-Nick asks when will be a good time to buy Boeing?
-Apple's AI strategy
-Is NVIDIA still a buy?
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Elliot Management has disclosed a 1.9 billion dollar stake in Southwest Airlines, is it time to buy?
After a 21% decline in the price of Starbucks's share price over the past twelve months is a turnaround imminent?
Dave discusses the expansion of lithium mining and gives a possible play in this space.
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Brandon reiterates his oppotomistic opinion on Lockheed Martin, a new stock exchange is being created in Texas
Is oil a good hedge against geopolitical issues?
Dave talks about new challenges in reporting household debt
Our eyes are off the ball when it comes to the real cause of inflation
Plus Waste Management is set to buy Stericycle in a new M&A play for Brandon
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Plus, the retail landscape has been VOLATILE, but this was predicted by us two years ago.
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NVIDIA knocked it out of the park again
Target misses on earnings
Summer oil prices look like they will push inflation higher this summer
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On this week's episode we discuss earnings from Take Two Interactive and Disney. To Brandon's dismay, the return of Roaring Kitty and GameStop.
Plus, Dave offers his opinions on some unknown high dividend ETFs.
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Hi Chinchilla Pickers. We've taken the week off to celebrate mother's day. Very important to us because our moms are amazing and also probably the only two people that still listen to us.
Here's a episode with some content that I think is very important. Dave goes over his crypto strategy, Brandon reviews the book "What Works on Wall Street", and a bonus piece at the end about a potential financial contagion that was discovered.
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Argentian stocks got a boost on Friday with some earnings surprises plus...
Tesla is introducing a new long range rear wheel drive Model Y.
Earnings from Apple and Berkshire Hathaway.
The commercial banking sector is stressed once again.
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Who is winning the AI wars??
Plus, Dave shines a light on global debt.
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Netflix reported a surprise beat in earnings but still fell.
Taiwan Semiconductor expects continued contraction in automotive chips
JB Hunt's earnings show us that the freight market still has not bottomed
Brandon gives us a company that has been around for more than a century and is rarely talked about but has a steady balance sheet and consistent growth
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Jamie Dimon has issued his annual shareholder letter.
What effects with Iran's attack on Israel have on global markets?
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Cocoa prices have surged impacting the stock price of Hershey, is it time to buy this beaten up stock?
A new study has been released on the effects of Wegovy, making Brandon a believer.
Dave dives into the state of oil after a very volatile week of trading.
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Micron jumped 14% on earnings, but did it deserve the increase?
We take an in depth look into Nvidia to figure out if it is in a bubble or not.
Dave looks at the crypto currency market ahead of Bitcoin's halving event.
And Dave hits the headlines!
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Dick's Sporting Goods beats estimates again behind Lauren Hobert's leadership.
Demand for electricity is hitting all time highs with experts saying that demand is going to start testing our infrastructure. What companies set to benefit from the new global electric revolution?
Microsoft told European regulators that they are behind Google in the battle for AI this week, but was that a lie to convince regulators to allow them to merge with Open AI?
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Dave updates us on what's going on with Tesla in China.
Brandon covers the investor days at General Electric and tells us what he's going to do with GE Vernova when it spins off in April.
Dave hits the pharmaceutical industry and talks about Pfizer's new(ish) focus.
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The AI bubble is in full force, what kind of effect will this have on the Federal Reserve's decisions this year?
Dave talks crypto and Tesla.
Brandon gives an update on General Electric with their investor day right around the corner.
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We give our thoughts on Warren Buffett's recent annual letter.
Intuitive machines literally goes to the moon, but the stock crashes.
Plus, Dave talks about the new wave of crypto idiocy being pumped by venture capital firms that are great salesmen but terrible investors.
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2024 is shaping up to be another year of cost cuts.
Uber reported it's first full year of profit since becoming a public company.
More contradictory ecconomic data, is a soft landing still in play?
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Brandon covers Disney and Pepsi earnings, Dave gives us an update on Novo Nordisk, plus HEADLINES!
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Boatloads of earnings this week, including Tesla, Apple, CH Robinson, Meta Platforms, and GE.
Dave gives his take on the Tesla recalls and earnings.
Is GE the greatest corporate turnaround story in American history?
Brandon picks an ETF to track Argentina's turnaround story.
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Netflix knocked earnings out of the park Intel has underwhelming 2024 guidance. Lots of drama at TKO holdings. Dave gives his take on what is going on with the recent price movements on natural gas and how to profit from that. Brandon puts a frontier market in focus.
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Now that JetBlue's acquisition has been blocked, eventhough they are appealing the rule, Brandon thinks this stock is now too much of a gamble.
Dave hits the headlines and says that there is a hidden inflationary cost hitting businesses extra hard right now.
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Dave gives his take on the current state of crypto currency.
A new wave of M&A activity has arrived ahead of the possibility that the fed will cut interest rates this year. We dive into Hewlett Packard Enterprise's announcement that they plan to acquire Juniper Networks.
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The SEC is set to potentially approve Bitcoin ETfs this year, even more problems at Boeing and what analysts are saying about earnings for this year. Plus, Costco continues to shine.
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After a sluggish year in 2023 for private equity, firms are looking to this year's forecasted interest rate cuts to spur M&A activity.
Japan's Nippon Steel is trying to buy US Steel (ticker symbol X), but the deal faces scrutiny from the US Steel Workers union and a bipartisan group of politicians.
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Plus, our end of year numbers and what we think about the Fed decision.
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Let us know what you'd like us to cover in the next episode!
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Are the roads clear ahead for continued slowing of inflation? Plus, with the news about Pfizer's weight loss drug being pulled (for now) from trials, is it time to give up on the world's largest pharmaceutical company?
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Let us know what you think about this episode and what stock you want us to cover next!
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Target and Walmart continue to have two different retail stories but with new twists.
Some analysts are predicting rate cuts in 2024, why the market should not see this as bullish.
Plus, India keeps flashing the green light for tech giants to move their production to India.
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We dive into Arm's quarterly report and Dave talks about a huge scandal in the precious metals market.
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Apple is stagnant. What will it take to put the world's most valuable company back into growth mode?
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Plus, only 1/3 of European companies have beat earnings expectations while companies in the United States are up on average 12% year over year. Is the United States on track to escape a recession or is it just a matter of time?
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The global transportation sector is in a free fall. What does this mean for the rest of the economy? We dive into the vast amount of earnings and numbers we've seen from juggernauts like JB Hunt, Union Pacific, ocean liner company CMA CGM, and the small parcel sector with UPS.
Dave gives an update on Tesla.
Bitcoin halving is something that happens every 4 years, and it's about to happen again. What does this mean for you crypto wallet?
Plus, this week is going to be HUGE. 2/3rds of the companies on the S&P 500 are set to report earnings this week. That combined with the release of GDP numbers and the Federal Reserve's preferred inflation gauge means that investors and traders should gear up for a wild week of volatility.
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This week we do a deep dive into the tailwinds and headwinds for Pepsi and their 3rd quarter earnings. Dave takes us into what is driving oil stocks higher, even as rig counts come down.
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The September jobs number has shed new light on where we're at in the market cycle and what may lie ahead.
Volatility in yields is back again adding uncertainty to both stocks and bonds.
We spotlight a CEO that has led a improbable turnaround for a once well known company.
Plus: More bad news for Boeing
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Stocks like Green Brick and Lennar have been soaring for the past 12 months. What's behind this and is there more room to run? Plus, Dave hits the weekly headlines.
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This week the blockbuster news that Cisco is acquiring Splunk hit the wires. Is this a good deal for both parties?
It has been forecasted that credit card losses will peak in late 2024. What would this mean for the overall economy and for stocks?
Dave hits the headlines.
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This is a bonus episode with Brandon covering the current and future state of the IPO market. Plus, Brandon dives into the hotly anticipated IPO of Instacart and Birkenstock's planned IPO.
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-JM Smuckers buys Hostess for a steep 5.6 billion dollar price tag, is this a good deal for JM Smuckers and investors?
-Instacart is planning a hotly anticipated IPO, and the anticipation seems to be ramping up after Arm's succsessful debut.
-Plus, Dave hits Brandon with the headlines.
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In this episode we go over the recent decline in home sales and how that relates to the rest of the economy including a bad earnings report from RH. We also talk about the Disney/Charter deal, Apple's event and more.
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Recent retail earnings show two sides to the retail story with Walmart and Amazon still in the lead while retailers like Dollar Tree, Dollar General, and Five Below behind. What is behind this continuing trend?
Are U.S. businesses finally losing patience with China?
Dave tackles the week's headlines.
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-Credit card debt is at an all-time high.
-Theft in retail continues to surge as Dick's posts a decline in earnings
-NVDIA's blockbuster earnings results push the stock even higher
-Evergrande's problems continue but plans are in the works to rescue the fallen giant
-Dave and Brandon analyze current headlines
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The Conference Board Leading Economic Index gives us a sobering outlook, Starboard takes a 9.9% stake in Bloomin Brands looking to make some postitive changes and rig counts keep dropping.
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We dive into Disney's earnings report, the earnings yield of the S&P 500, Softbank's acquisition of Arm, and more!
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-Robinhood reported earnings and Brandon has a surprising take
-Berkshire is still going strong
-Dave talks about the new innovations in the trucking industry
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On this week's episode we cover Meta and Alphabet earnings. Brandon talks about a great way to turn mistakes into profits and Dave talks about this week's headlines.
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Rig counts are dropping again, plus NVIDIA, Netflix, Tesla, and supply chain union strikes
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This week Nick Young is filling in for Dave Underwood. We cover more evidence of the "this time is diffferent" attitudue, more changes coming for Disney, the potential UPS strike, and Nick's thoughts on the airlines. Plus, a relatively unknown company is reporting earnings this week and Brandon thinks their earnings call will be particularly important.
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Dave and Brandon take opposing sides as to whether or not we are gearing up for a deep recession.
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Tesla released their delivery numbers on Sunday, Dave and I dive into what to think about them.
Delta Airlines, a show favorite, upped their full year forecast.
Constellation beat on earnings but...is there more than meets the eye?
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Symptoms of interest rate hikes are continuing to arise globally pointing to an ever growing possibility of a recession. Manufacturing growth continues to slow domestically while commercial real estate continues it's fall across Europe. Corporate defaults and overall bankruptcies are growing.
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The S&P 500 and Nasdaq are officially in a new bull market. We examine previous bear market endings to see if we are this new bull market is sustainable.
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Pfizer is down 27% over the past twelve months, is it time to buy? We dive into the numbers and the Pfizer pipeline for the year.
Dave dives into the jobs report and gives an update on the possibility of a soft landing
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We talk about the debt ceiling as much as it deserves to be talked about
We cover Walmart, Footlocker, and Lowe's earnings and ponder whether or not we're already in an economic slowdown.
Dave highlights NVIDIA's fantastic earnings and talks about the AI surge.
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-Berkshire Hathaway released their earnings report and had their annual investor conference
-Important takeaways from Google's IO conference
-Disney is potentially preparing to take steps to fully buy Hulu by 2024
-Icahn vs the short sellers at Hindenburg Research
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Brandon does a victory lap (again) on Meta Platforms and then eats crow on Activision
Dave discusses where he thinks the electric car industry is headed and one stock he thinks will be a winner
Foxconn abandons Lordstown Motors but might be taking control of the factory in Ohio
All of this and more on episode 109.
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We comb through the mixed data from last week. Are we or aren't we going into a recession??
Inflation came back "better" than expected, but is this sign that inflation is cooling also a sign of a potential recession?
Banks reported earnings and for the most part beat expectations, but some of the stocks were soured by gloomy forecasts.
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In this episode we discuss the recent jobs report, the upcoming CPI report, and what earnings reports for the coming week we think will matter the most to investors.
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Dave and Brandon go over some of their recent wins andlosses
Is RH still a buy?
Virgin Orbit’s troubles as the eruption of the spaceindustry bubble continues to play out
The PCE numbers came out and the market rallied a bit, werethe numbers really something to get excited about?
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Dave and Brandon discuss the recent bank failures, plus:
-Short sellers are targeting Block, do they have a valid point?
-We discuss the situation regarding moral hazard and bailouts
-What sectors of the market do we think will outperform this year?
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What's behind GE's outperformance?
GE Healthcare is up 41% since it's spinoff, is it still ok to buy?
Meta Platforms is using a new start-up to provide it's semiconductors for artificial intelligence, will they be competition to the bigger semiconductor companies?
Who is set to gain from the hot competition in AI?
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On this episode we dissect Warren Buffett's annual shareholder letter plus we dig into Lowe's earnings.
Plus, will a large number of high profile activist shareholders be enough to drive Salesforce into the green?
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Nvidia's earnings weren't great but were much better than expected.
Trading activity in options with zero days until expiration has spiked heavily over the last two quarters. Average daily exposure to "ODTEs" has increased to $1 trillion. Will this lead to the next stock market crash?
Boeing...is still a big disappointment.
Articles mentioned in this episode:
A potential stock-market catastrophe in the making: Risky option bets put Wall Street on edge - MarketWatch
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Just 3 months after litteraly crying on air about "getting Meta wrong" (and it's subsequent 78% gain since), Jim Cramer says Alphabet's business model is broken. Are we buying the inverse Cramer here and adding more Alphabet???
After Cisco's earnings report, will this finally be the company's time to shine?
We break down the recent CPI report.
Dave explains what's behind January's 3 percent spike in retail sales.
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A plethora of tech earnings have hit the wires in the past week and we are digging through the good, the meh, and the ugly.
Apple earnings, Meta earnings, Alphabet Earnings, and Take-Two Interactive.
Plus:
-How should you interpret the recent comments by Fed Chair Powell
-There has been a big spike in call options activity
-AND IT'S EPISODE # 100!!!
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What are we looking for in the upcoming jobs report? How did GE Healthcare fare in it's first standalone quarterly report? Is the GE turnaround still on track? Also, Samsung just reported a MASSIVE drop in profits.
This is episode number 99!
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We review the earnings results for Netflix, Morgan Stanley, P&G, Kinder Morgan and PNC Bank.
Dave talks about an activist investor trying to break up Bayer
More natural gas troubles for Europe???
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- We breakdown what we've heard from the banks so far.
- It's a short trading week, but packed full of earnings. We breakdown what we're looking for with P&G, JB Logistics, Morgan Stanley, PNC Bank, Kinder Morgan, and Netflix.
- The Apple card so far has, according to rumors, been posting huge losses.
- 61% of economists surveyed by The Wall Street Journal believe we will have a recession this year
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This week we discuss the potential sale of WWE
Was this week's rally justified?
The spinoff of GE Healthcare happened this week
As more states legalize sports book betting, is DraftKings a buy?
Dave discusses what to look out for this week
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-Dave and Brandon dive into their winners and losers for this year while looking forward to the coming year.
-Also, we discuss Take-Two Interactive's finances and the future of gaming.
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Is 2023 going to be clear skies for airlines?
There's one advantage that retail investors have over the "whales", but most unknowingly give it away
Cyclical vs non-cyclical for 2023
What's on our watchlists for the coming year?
Dave talks about Tesla and we give our thoughts on the automotive industry
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Dave dives into CrowdStrike
Brandon reviews "100 To 1 in the Stock Market" by Thomas W. Phelps
We discuss what to do with Tesla.
Dave has a crypto currency warning that every crypto investor needs to hear.
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-We have a bifurcated economy and the rallies and wrecks can make your head spin. We make sense of it while taking a look into the job numbers and Kroeger’s earnings.
-United Airlines deal with Boeing
-Dave’s trades on KULR, Blink and Tesla
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- 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.
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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.
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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.
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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??????!
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-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.
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-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.
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-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"?
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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
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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
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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.
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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
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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
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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
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-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
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-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
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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 $AMTD
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$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.
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...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.
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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.
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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.
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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
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-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
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.
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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
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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.
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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!
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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.
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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
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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 $AAPL and forget about it already.
If we enter a recession, Brandon gives you a good way to tell when the bottom will come.
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$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.
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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, $VOYA
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Credit card expenditures are flat so far for the year, what can we take away from that?
Should the war in Ukraine and the recent market moves influence the Fed to be more dovish?
Is Meta Platforms ($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!
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- 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?
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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.
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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.
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- 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
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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.
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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
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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?
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$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.
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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.
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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
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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.
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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.
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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
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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
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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.
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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, $BRK.B
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Both Best Buy ($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, $DAL
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Retail sales are up, but…what’s the real story here? Dave and Brandon dive deep into the numbers to find what the real story is. There’s much more to this story…
Does the Federal Reserve have any credibility left?
We talk about Walmart’s ($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
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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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Our thoughts on the infrastructure sector after the infrastructure bill passed. Update on $J and $BLNK.
Updates on $NVDA, $TSM and semiconductors.
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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)
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
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 $pg
For the definitions of the MACD, RSI, Keltner Bands, Bollinger Bands, and Simple Moving Averages see http://www.investopedia.com
For the SEC complaint about Jim Cramer, Bernie Madoff and Michael Milken discussed in the episode see: https://www.sec.gov/comments/s7-08-09/s70809-4614.pdf
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Brandon calls a buy and gives analysis on Taiwan Semiconductor Manufacturing ($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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
-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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
-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?
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
$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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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?
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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 $40. The oil drop favors airlines.
If the dow drops 700-1,000 points in a day go stock picking.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
-When will the fed stop buying bonds?
-We love what we're doing!
-Update on our competition with the evil Money Vikings
-How to measure your stock's EPS against the ten year treasury yield
-General Electric: The rise, fall, and rise again?
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
On this weeks episode Brandon we make calls on Delta ($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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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+!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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)!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Dave Underwood and Brandon Beaver bring you this week's news in stocks as well as their recent investment and trading ideas.
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"!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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".
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Dave asks if Tesla still has a competitive moat, a listener asked us about our opinion on $drn, $UTME “A Cautionary Tale”, and more!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Brandon is very modest in this episode. Even though we’re better than the TV analysts!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
THIS WEEK I (BRANDON) PLAY A GAME WITH MYSELF!
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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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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?
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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!
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app