The Chinchilla Picking Podcast

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.

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

Plus, the retail landscape has been VOLATILE, but this was predicted by us two years ago.

NVIDIA knocked it out of the park again Target misses on earnings Summer oil prices look like they will push inflation higher this summer

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.

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 abou...

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.

Who is winning the AI wars?? Plus, Dave shines a light on global debt.

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

Jamie Dimon has issued his annual shareholder letter. What effects with Iran's attack on Israel have on global markets?

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.

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!

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 t...

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.

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.

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.

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?

Brandon covers Disney and Pepsi earnings, Dave gives us an update on Novo Nordisk, plus HEADLINES!

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.

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.

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.

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.

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.

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.

Plus, our end of year numbers and what we think about the Fed decision.