Brandon 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

-Updates on the health of the consumer

-Both Walmart and Target reported earnings, and one seems to be struggling harder than the other to find their way through the inflationary environment. 

-Ryan Cohen seems set to sell all of his Bed Bath & Beyond stake.

Tickers mentioned in this episode: $WMT $TGT $BBBY $GME

-An 8.7% CPI reading isn't really much to celebrate

-Rivian is the Karen of electric vehicles

-Disney and Berkshire Hathaway are must-owns. Not trades. Owns.

-Better deals are probably coming again in the stock market

-A good strategy to beat the devils of inflation and deflation over time

Tickers mentioned in this episode: $SPY, $DIS, $BRK.A, $BRK.B, $RIVN, and all of the goofy meme stocks

Dave talks about Qatar's recent spat with Airbus

Dave says it is way too early to declare victory on oil prices

Another stock added to the meme stock frenzy. 

Has the stock market gotten ahead of itself?

We are in an era of economic ignorance

Robinhood is still an awful company. 

Tickets mentioned this episode: $SPY $AMZN $HOOD $AAPL $EADSY $AMTD

$META earnings were frustrating, but not a deal killer

Words CFOs should stop saying on earnings calls. 

DAVE'S L****NING ROUND!

Is it time to buy the semis?

Dave explains how he channels $RIOT.

...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. 

Experts are divided on the prospect of a recession. We dive into what analysts from JP Morgan have to say. 

Dave dives into the recent financial stress test imposed on big banks. 

FedEx recently reported earnings and raised guidance. 

What'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. 

Has inflation peaked? We talk about what company leaders are saying on their conference calls from shipping companies to consumer staples like Campbell's Soup and retailers like Target. 

What will happen if the government decides to ban payment for order flow, and effectively get rid of no commission stock trading?

What is the driving force behind treasury volatility right now? 

Tickers mentioned in this episode: $ZIM, $TGT, $WMT, $CPB

-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 market