The Chinchilla Picking Podcast

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.

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.

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

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.

-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

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.

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.

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.

Dave and Brandon go over some of their recent wins and losses Is RH still a buy? Virgin Orbit’s troubles as the eruption of the space industry bubble continues to play out The PCE numbers came out and the market rallied a bit, were the numbers really something to get excited about?

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?

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?

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?

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 c...

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...

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!!!

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!

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???

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 y...

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

-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. 

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

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. 

-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

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. 

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.