Shows
The Chinchilla Picking PodcastEpisode 202: Brandon Swears Off Boeing, Nvidia's GTC Paris ConferenceBrandon swears off Boeing, for good this time, in what has been a very toxic relationship. Dave discusses which weight loss drug companies you should buy and which one to stay away from. Warner Brothers Discovery is spinning off into two separate companies, will this bring shareholder value back?2025-06-1657 minThe Chinchilla Picking PodcastEpisode 201: The May Jobs Report, Strategies For AI Plays, and SolanaBrandon and Dave dive into the current macro economic environmentBrandon gives a strategy for investing in artificial intelligenceDave talks about the current situation for Solana 2025-06-0952 minThe Chinchilla Picking PodcastEpisode 196: Netflix, Palantir, and SolanoBrandon dives into Netflix earnings and talks about why the stock could double over the next five years. Dave and Brandon give their opinions on PalantirDave dives into what's moving the crypto markets in regards to Solana2025-04-281h 00The Chinchilla Picking PodcastTariffs, earnings and crypto explanation!Nick young joins the podcast this week as Brandon is off. We discuss a little about tariffs. Nick has some calls to make with travel companies and David gives an explanation on crypto and where he believes it is headed.2025-04-2258 min
Beyond Curious ™#211: From 15-year-old Millionaire to Growing a Billion-Dollar Brand Through Spirituality w/ David GhiyamDavid Ghiyam became a self-made millionaire at 15 years old.He took money he won from playing poker, invested it into the stock market, and was making — and losing — hundreds of thousands of dollars in a single day.But the thrill was empty.So when his uncle introduced him to the spiritual teachings of Kabbalah, everything changed.He gave up everything to become a full-time volunteer and spiritual teacher.Years later, with no money and no experience, he and his wife, MaryRuth, started a vitamin company from their tiny apartment…T...2024-10-291h 03
Wake Up to WealthUnveiling Wealth Wisdom with David MeltzerIn episode 24 of Wake Up to Wealth, Brandon Brittingham interviews David Meltzer, a renowned entrepreneur and former sports agent. David shares his journey from success to bankruptcy and the valuable lessons he learned along the way. He also emphasizes the importance of asking for help and how it can accelerate your success.Tune in as they discuss the true meaning of wealth and how to achieve financial freedom through asset management.David Meltzer is a legendary sports executive and formerly served as CEO of the renownedLeigh Steinberg Sports & Entertainment agency, which was...2024-09-1619 min
Unlocking Unlimited Potential StoriesWith Dr. David Arencibia "Elite Culture" (E121)In Episode 121 of the Unlocking Unlimited Potential STORIES Show, host Brandon Beck interviews David Arencibia (@davidarencibia), who shares his inspiring journey to becoming the 2022 Texas Principal of the Year and a 2023 national finalist for National Principal of the Year.
In this episode, Dr. Arencibia delves into the key pillars for cultivating an elite culture, as outlined in his book, Foundations of an Elite Culture: Building Success with High Standards and a Positive Environment. He discusses how he transformed his schools into award-winning institutions and recounts his remarkable upbringing. This episode is packed with valuable...2024-08-0535 minThe Chinchilla Picking PodcastEpisode 162: Lockheed Martin, Oil, Job Numbers, And a New M&A PlayBrandon 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 Brandon2024-06-1053 minThe Chinchilla Picking PodcastEpisode 144: Netflix Earnings, Natural Gas Companies, and Big Drama at WWE Parent Company TKONetflix 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. 2024-01-2952 minThe Chinchilla Picking PodcastEpisode 143: SAVE Yourself From Spirit AirlinesNow 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.
2024-01-2249 minThe Chinchilla Picking PodcastBonus IPO EpisodeThis 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. 2023-09-2321 minThe Chinchilla Picking PodcastEpisode 126: JM Smuckers Buys Hostess, What We Know About The Instacart IPO, and Headlines-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. 2023-09-1846 min
OUInsider.com: Under the Visor Sooners Podcast5-Star DL David Stone commits to OU & IT'S GAME WEEK! Let's Talk Oklahoma FootballIn this week's episode, Parker and Brandon break down David Stone's commitment to Oklahoma and preview the #Sooners first game of the 2023 season!
2023-08-291h 04The Chinchilla Picking PodcastEpisode 123: Shrinkage-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
2023-08-2859 minThe Chinchilla Picking PodcastEpisode 120: Robinhood and Berkshire Earnings-Robinhood reported earnings and Brandon has a surprising take
-Berkshire is still going strong
-Dave talks about the new innovations in the trucking industry2023-08-0756 minThe Chinchilla Picking PodcastEpisode 119: How to Turn "Mistakes" Into Wins in InvestingOn 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. 2023-07-3151 minThe Chinchilla Picking PodcastMore Changes Coming At Disney, Plus The UPS Strike and MoreThis 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. 2023-07-1744 minThe Chinchilla Picking PodcastEpisode 116: Is It Really Different This Time?Dave and Brandon take opposing sides as to whether or not we are gearing up for a deep recession. 2023-07-1049 minThe Chinchilla Picking PodcastAn Update on Activision, Meta Surprises Nicely on Earnings Again, and Foxconn Abandons Lordstown MotorsBrandon 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. 2023-05-0243 minThe Chinchilla Picking PodcastIs Inflation Really Easing?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?
2023-04-0348 minThe Chinchilla Picking PodcastYada, Yada, Yada, Too Big to Fail. Again.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?2023-03-2451 minThe Chinchilla Picking PodcastOur Year End Episode-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. 2023-01-0244 minThe Chinchilla Picking PodcastHow To Increase Your Investments 100-Fold Over the Course of TimeDave 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.
2022-12-0847 minThe Chinchilla Picking PodcastDisney: Return of the Jedi CEO
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.
2022-11-2543 min
Trash Talk!Trash Talk with Stuart Sax and Brandon Novara: "Ground Control to Stuart & Brandon" Episode 113 on Nov 15, 2022In this episode of Trash Talk, Stuart Sax and Brandon Novara discuss... "Ground Control to Stuart & Brandon" - reflections on David Bowie's life
#trashtalk #stuartsax #brandonnovara #davidbowie #tribute
Trash Talk is a collaboration with Stuart Sax and author/humorist Brandon Novara. We’ll find what’s right and what’s wrong in our lives and discuss it in an open and relaxed format. Our audience does not have to agree with us all the time. We’ll settle for most of the time!! The important thing is to just back away from everything that is happenin...2022-11-1525 min
Stick to Sports BizDavid BrickleyDavid Brickley (Owner and CEO, STN Digital) joins S2SB to discuss why he started a company full of GOATs, how getting in touch with his idol helped him realize he could control his own destiny, and why he’s taken chances on himself throughout his career. David and Brandon talk about protecting your peace, pivoting to a new dream when it becomes clear one isn’t going to work out the way you thought, and why you shouldn’t wait for someone else’s permission to have the career you want.This interview was originally recorded in Augus...2022-11-151h 11The Chinchilla Picking PodcastStocks: FOMC Meeting ResultsIn 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??????!
2022-11-0347 minThe Chinchilla Picking PodcastStocks: Netflix's Earnings, Housing Data, And Accenture-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. 2022-10-2049 minThe Chinchilla Picking PodcastStocks: Dave and Brandon Dive into Semiconductors, Meta, And Boeing-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"?2022-10-1245 minThe Chinchilla Picking PodcastStocks: A Potential Financial Contagion
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 - WSJ2022-09-3046 minThe Chinchilla Picking PodcastStocks: Nordstrom Tries to Fend Off a Potential Hostile Takeover, Is Ford Now A Buy?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 w...2022-09-2149 minThe Chinchilla Picking PodcastStocks: What Does The Short and Medium Term Future Have In Stock For OilBoeing 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
2022-09-0948 minThe Chinchilla Picking PodcastStocks: With The Stock Market Looking Gloomy, Dave Gives You a Sector To BuyDave 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, $NVDA2022-09-0236 minThe Chinchilla Picking PodcastStocks: Dollar General, Three Recent Warren Buffett Picks, and NVIDIABrandon 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
2022-08-2641 minThe Chinchilla Picking PodcastStocks: This Episode Is Rated $X...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. 2022-07-2141 min
The Chinchilla Picking PodcastStocks: Real Life Drama In WWEWhat'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. 2022-06-1838 minThe Chinchilla Picking PodcastStocks: Back To Good Ol' Arbitrage-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 market2022-06-0337 min
The D2Z PodcastThe Cost of Focusing on Growth, Self-Sustaining Business Strategies, and Workplace Culture with David McCormick - 12Brandon talks with David McCormick, Partner at Siddhi Capital, an investment firm focused on food, beverage, and food tech. David and Brandon discuss the importance of creating the right business strategies and the trade-offs when chasing only growth, why solving problems is critical for businesses today, and rising above features and attributes. They go into hiring for culture first, the biggest financial mistakes businesses make, and some new exciting trends.Links:Find Brandon Amoroso at https://www.brandonamoroso.com and https://www.electriqmarketing.com Find David McComrick at at https://www.linkedin.co...2022-05-2634 minThe Chinchilla Picking PodcastStocks: As Prices Come Down, So Does RiskUpdates 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.2022-05-1232 minThe Chinchilla Picking PodcastStocks: Robinhood CEO Vladimir Tenev Is The Sheriff Of RottinghamDave 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 2022-05-0637 minThe Chinchilla Picking PodcastStocks: Brandon And Dave Buy TwitterElon 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...2022-04-2742 minThe Chinchilla Picking PodcastStocks: FedEx, The Yield Curve Inversion, And An Update On Meta's Apple ProblemThe 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...2022-04-0850 minThe Chinchilla Picking PodcastStocks: Well...That $RH Earnings Call Was...Something.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 $AAPL and forget about it already.
...2022-04-0145 minThe Chinchilla Picking PodcastStocks: Our One Year Anniversary EpisodeCredit card expenditures are flat so far for the year, what can we take away from that?
Should the war in Ukraine and the recent market moves influence the Fed to be more dovish?
Is Meta Platforms ($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?
...2022-03-1240 minThe Chinchilla Picking PodcastBreak With Brandon: Market Inefficiency And Warren Buffett's Shareholder Letter
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?
2022-03-1022 minThe Chinchilla Picking PodcastStocks: Break With Brandon, Howard Mark's Recent Memo "Selling Out"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. 2022-02-2720 minThe Chinchilla Picking PodcastStocks: The Retail Landscape For 2022 And BeyondDave 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 t...2022-02-1739 minThe Chinchilla Picking PodcastStocks: New Investors Need To Be CautiousBrandon 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...2022-02-1344 min
The London LyceumPresbyterianism with David HallJordan and Brandon talk with David Hall about Presbyterianism. They ask about what Presbyterianism means, how it is connected to the Great Tradition, how it is unique, what areas it is most susceptible to critique, and more.Find more info about the London Lyceum or contact us at our website.Resources:1) The Apostolic Church, Which Is It?, Thomas Witherow2) Jus Divinum Regiminis Ecclesiastici: The Divine Right of Church Government 3) How Jesus Runs the Church, Guy Waters4) William the Baptist, James ChaneySupport the showSupport this podcast...2022-02-0249 min