The Chinchilla Picking Podcast

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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?

Let us know what you think about this episode and what stock you want us to cover next!

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.

We dive into Arm's quarterly report and Dave talks about a huge scandal in the precious metals market.

Apple is stagnant. What will it take to put the world's most valuable company back into growth mode?

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?

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 a...

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.

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

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.

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.

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.

-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.

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.

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.

-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

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.

We dive into Disney's earnings report, the earnings yield of the S&P 500, Softbank's acquisition of Arm, and more!

-Robinhood reported earnings and Brandon has a surprising take -Berkshire is still going strong -Dave talks about the new innovations in the trucking industry

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.

Rig counts are dropping again, plus NVIDIA, Netflix, Tesla, and supply chain union strikes

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.

Dave and Brandon take opposing sides as to whether or not we are gearing up for a deep recession.

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?