The Chinchilla Picking Podcast

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.

Updates 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.

This show is a roller coaster.

I'm by myself tonight but we will be doing a full show tomorrow.

I start with last week's Netflix debacle and then explain why a large portion of this market may be a value trap. This is very important for listeners, do not be suckered in to buying a company on last year's peak earnings!

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.

Cathy Wood has had Elon Musk and Bond King Jeffrey Gundlach join her chorus of voices warning about the risks of deflation.

The CPI and the PPI numbers are out, what are they and what do they mean?

KKR is partnering with Securitize to release a fund to the market via Blockchain. The tokenized equity is one of the first of it's kind.

A railroad strike is about to commence as the National Carriers Conference Commitee and two labor unions have failed to reach a deal. This could bottle neck supply chains for containers, oil, hazardous waste, and even water treatment chemicals such as chlorine.