The Chinchilla Picking Podcast

Hosted by Brandon Beaver and David Underwood

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239

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Apr 2026

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About the show

Your hosts David Underwood and Brandon Beaver guide you through investing in and trading stocks.

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April 27, 202650 min

Episode 230: David’s Final Episode

It’s the end of an era on the Chinchilla Picking Podcast! After five fantastic years and 230 episodes, David Underwood is stepping away to focus on new ventures, leaving the show in the capable hands of the Baron of Bonds, Brandon Beaver.To mark this milestone, David and Brandon dive deep into a final session of essential financial wisdom designed to empower you to take full ownership of your finances. Whether you are a long-term listener or just joining us, this episode is packed with the core principles that have defined the show.The Golden Rules of Investing: Why sticking to fundamental principles and avoiding paid subscriptions (90% of which are "full of crap") is the key to sustainable growth.Discipline Over Genius: Why managing your own fear, anxiety, and discipline is far more important than learning the "language" of the markets.The Power of the $20 Habit: How small, consistent contributions can change your life through the magic of compounding interest.Real-Life Turnarounds: David shares his personal journey from being "in the hole" with three jobs to retiring at 37 through disciplined investing.Red Flags to Watch For: Why you should be wary of "chartists" with four monitors and "astrology charts" for stocks.If you want to follow the path of the greats, start with these two essentials:The Warren Buffett Way by Robert Hagstrom.Warren Buffett and the Interpretation of Financial Statements by Mary Buffett and David Clark.What You'll Learn in This Episode:David & Brandon’s "Must-Read" List:

March 30, 2026Episode 22944 min

Episode 229: Navigating the Noise: Amazon’s Humanoid Future and the AI Healthcare Breakthrough

While the markets face their fifth consecutive week of red and geopolitical headlines drive volatility, the underlying technology fundamentals tell a different story. In this episode of the Chinchilla Picking Podcast, David Underwood and Brandon Beaver look past the short-term panic to identify the long-term value plays in AI and automation.Inside the Episode:Amazon’s "Sprout" Revolution: We break down the strategic acquisitions of Fauna Robotics and RIVR. Discover why Amazon is betting on humanoid, bipedal robots for the aging-in-place market and how this moves them years ahead of the competition.Micron’s New Standard: Why the HBM4 chip and Micron's shift to non-cancelable 5-year contracts have fundamentally changed their business model. We discuss why Jevons Paradox suggests that as these chips get more efficient, demand will only skyrocket.The AI Clinical Edge: A look at Anumana’s first-of-its-kind FDA clearance for ECG AI and Eli Lilly’s nearly $3B bet on AI-driven drug development with Insilico Medicine.Buying the Dip: Why Nvidia (NVDA) at $166 and Amazon below $200 represent rare value opportunities for investors who can stay the course.

March 23, 2026Episode 22841 min

Episode 228: AI Defense, Software Shakeups, and the Iran Conflict

In this episode of The Chinchilla Picking Podcast, David Underwood and Brandon Beaver dive into the massive financial and geopolitical shifts hitting the market in March 2026. From the Pentagon’s latest multi-billion dollar AI deal with Palantir to the radical new billing models at Broadcom and Salesforce, the landscape of tech investing is changing fast.Highlights include:The Pentagon’s New "Maven" System: Why Palantir’s Maven AI is now the "Holy Grail" for defense contractors.Broadcom & Salesforce Pivot: A breakdown of the shift from "per-person" to "per-core" and "per-conversation" billing as AI agents begin to replace human seats.Oil and the Iran War: Forecasting the impact of Middle East hostilities on oil prices, interest rates, and the potential for a "soft landing".Stock Picks & Shorts: Brandon and David share their outlooks on Nvidia, Google, Microsoft, and specialized tickers like SCO for shorting oil.

March 16, 202652 min

Episode 227: The Tech Renaissance: Moats, Micros, and Massive Profits

Join Brandon Beaver and David Underwood as they navigate the shifting tides of the stock market. In this episode, we dive deep into the world of tech giants and emerging energy plays, exploring:The Magnificent Seven's New Moat: Discover why Amazon and Microsoft are stronger than ever, even in the face of a "software apocalypse."The AI Infrastructure Boom: Learn why custom chips from NVIDIA and Tesla are the backbone of the next industrial revolution.Nuclear Energy's Unlikely Hero: A look at Oklo Energy and its potential to power the AI-driven future through a landmark deal with Meta.Global Economic Shifts: What the Swiss government's crackdown on UBS means for the future of global banking.Market Predictions and Pitfalls: From Bitcoin's rise to oil's volatility, get the insights you need to make money in a rapidly changing economy.Whether you're a seasoned investor or just starting out, this episode is packed with the actionable advice and witty banter you've come to expect from the Chinchilla Picking Podcast. Don't miss out on the insights that could define your portfolio for years to come.

March 9, 2026Episode 22654 min

Episode 226: AI is Coming for Your Job! (And the Market is Panicking)

In this episode of The Chinchilla Picking Podcast, David Underwood and Brandon Beaver dive deep into the chaotic market shifts hitting in early March 2026. From a massive jobs report revision to the rapid displacement of labor by Artificial Intelligence, the landscape of the American economy is changing overnight.What’s inside this episode:The Jobs Illusion: Why the BLS just wiped out thousands of jobs from the record and what "zero growth" means for your portfolio.The Private Equity Crisis: BlackRock is limiting withdrawals and writing loans down to zero. Is your money safe?The AI Revolution: Why high-level execs are resigning over Pentagon deals and how AI is fundamentally changing the definition of a "Recession."Market Plays: Brandon breaks down why he's still backing NVIDIA and Main Street Capital (MAIN), plus a look at Oracle, Tesla, and Aries Capital (ARCC).Whether you're a day trader or a long-term investor, this episode covers the essential macro trends you can't afford to ignore.

March 2, 2026Episode 22551 min

Episode 225: Global Markets in Turmoil: From Middle East Strikes to the Software Debt Trap

Is the financial world on the brink of a 2008-style collapse, or is this just the "slow burn" of a new era? In this high-stakes episode, David Underwood and Brandon Beaver break down the explosive news of U.S. and Israeli strikes on Iran and exactly how you should position your portfolio to profit from the chaos.From the sudden spike in Brent Crude to the shocking rise of the Japanese Yen as a safe haven, we give you the "Buy" and "Short" plays you need for the week ahead. But the real danger might be closer to home—Brandon reveals a terrifying "synthetic liquidity" crisis brewing in the Private Equity and Software sectors that could threaten your pension fund.In this episode, we cover:The Iran Strike Aftermath: Why oil could hit $100/barrel and why David is planning a massive short play once it does.Shipping & War Surcharges: How new fees in the Gulf and Suez are about to hit your wallet and corporate earnings.The "PIK" Debt Trap: Why you must avoid software companies with high "Payment-in-Kind" interest before they implode.The Berkshire Blueprint: A look at the mind-blowing dividends from Buffett’s top holdings (Apple, Coca-Cola, and more).Earnings Watch: Vital outlooks for Target, Best Buy, and CrowdStrike in an AI-disrupted market.Don't let market volatility catch you off guard. Tune in to learn how to turn global disruption into an uplifting return.

February 23, 2026Episode 22450 min

Episode 224: Nvidia's Upcoming Earnings, What Does Walmart Have to Say About The Economy, and Some Quantum Computing Companies May Be Cashing in on Lost Bitcoin

Plus is Roku a buy right now?

February 16, 2026Episode 22351 min

Episode 223: Is Bitcoin a Buy? More On the Netflix/WBD Deal, Plus Return of Grading a Stock

Is Bitcoin a buy on the dip? Dave explains the drop in crypto. Brandon dives deeper into the Netflix/Warner Bros deal to talk about why this is a bad deal for Wanrer Brothers shareholders but good for Netflix. Plus, why this deal is a tangled mess. Plus, grade a stock is back! What companies are passing with flying colors and Brandon tells us how you can run this screen every week.How To Grade A Potential | Chinchillapicking

February 2, 202657 min