The Joseph Carlson Show

Recent episodes

1. Market Sentiment Is Quickly Changing from The Joseph Carlson Show

   Aug 3, 202625 min

   00:00 Intro 02:30 AWS Has Changed The Market 11:26 FICO Earnings 14:24 Uber & DoorDash 19:00 Duolingo 22:00 Texas Roadhouse 23:00 Tom Lee 2027 Prediction

2. I’m Buying More Today from The Joseph Carlson Show

   Jul 31, 202627 min

   Google, Microsoft, and Amazon have followed a pattern of their CAPEX having initial skepticism eventually followed by acceptance. This will happen with Meta as well. In each case there were 'reasons' that the stock deserved to be down. With Google it was that ChatGPT would disrupt search, Microsoft it was Claude would disrupt the software bundle and the backlog was too concentrated, Amazon it was large CAPEX spend with no flagship model. With Meta it's that they have no public cloud business. Like all the others, investors will eventually be convinced with Meta as well.

3. Investors Are Missing The Best Opportunity In Years from The Joseph Carlson Show

   Jul 27, 202644 min

   00:00 Introduction 03:01 PayPal Stock 08:33 S&P Global Earnings 12:36 Visa and Mastercard 17:16 FICO and Robinhood 19:38 Meta and Microsoft Earnings 27:05 The Three Layers of AI 37:05 ASML and China’s Chip Machines 39:11 AI, Hiring, and the Future of Jobs 41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem

4. Why The Market’s Not Reacting To The Biggest Earnings from The Joseph Carlson Show

   Jul 15, 202620 min

   00:00 Introduction 02:00 ASML Earnings Reaction 10:00 Netflix Earnings Tomorrow 11:50 JP Morgan & The Banks 12:20 Buffett Reveals He Bought Google Fail Of The Week: Kalshi & New York City

5. Value Investing Has Finally Died from The Joseph Carlson Show

   Jul 9, 202635 min

   00:00 The Growth of Momentum Investing 19:00 How Buffett Comapres To Terry Smith 29:00 Starbucks Is Building Their Own Software 32:00 Fail Of The Week: AI Cheating In School

6. 9 Best Stocks To Buy In July from The Joseph Carlson Show

   Jul 6, 202639 min

   00:00 Market Dynamics & 9 Stocks 28:36 Tom Lee On July Strength 31:00 Fail Of The Week: Michael Saylor

7. Stocks Will Fall -70% According To This Expert from The Joseph Carlson Show

   Jun 29, 202635 min

   00:00 Jeremy Grantham Predictions 18:20 Zuckerberg Talks About Meta's Spend 33:40 Fail Of The Week: Polen Capital Collapse

8. The AI Boom Is Starting To Crack from The Joseph Carlson Show

   Jun 25, 202628 min

   00:00 The AI Trade Is Cracking 07:36 Netflix At 52 Week Low 17:00 Meta Sell-Off Continues 23:40 Fail Of The Week: JP Morgan Community Manager

9. I Just Bought Two NEW Stocks from The Joseph Carlson Show

   Jun 22, 202648 min

   00:00 Introduction 02:00 The Market Is Focused on AI 13:40 Why Uber & DoorDash 25:00 Google's Stock Goes Down Today 29:00 Fail Of The Week: Polymarket

10. I Invested $182,000 Into This Broken Company from The Joseph Carlson Show

    Jun 17, 202630 min

    Why Meta is my biggest single bet today.

11. Investing Legend Warns About This Market from The Joseph Carlson Show

    Jun 15, 202626 min

    00:00 Intro 02:00 Portfolio Update 10:00 SpaceX IPO Reaction 22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds

12. I'm Buying These Undervalued Stocks from The Joseph Carlson Show

    Jun 10, 202631 min

    00:00 Intro 02:00 11 Top Undervalued Stocks To Buy 18:26 ASML's Dominance Continues 25:00 Social Reckoning Movie Trailer

13. These Stocks Are Going Down from The Joseph Carlson Show

    Jun 8, 202625 min

    00:00 Overview 02:00 The Market Is Getting More Volatile 08:00 Steve Eisman's Bearish Take 19:48 Meta Rumored Equity Raise 22:00 Fail Of The Week: Sam Bankman-Fried

14. Google Is Fooling Everyone from The Joseph Carlson Show

    Jun 2, 202635 min

    0:00 Intro 02:00 Google's Strategic Reason For Record Dilution 26:09 Tom Lee Explains Next 3 Year Bull Run 19:00 YouTubers Are Taking Over Hollywood 32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation

15. My Investing Plan For The Next 5 Years from The Joseph Carlson Show

    May 26, 202631 min

    In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype. 0:00 AI winners, losers, and the investing roadmap 2:21 Phase 1: The AI scarcity boom 5:31 Why today’s AI winners may not stay winners 7:00 ASML, Nvidia, and durable supply-chain advantages 9:04 The danger of assuming cyclicals are no longer cyclical 11:13 Phase 3: Hyperscalers take control 16:09 Software stocks: AI disruption or rerating opportunity? 20:06 How I’m positioning my portfolio 23:13 Ferrari’s EV and the risk to the brand 27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption

16. This Is The Craziest IPO Ever from The Joseph Carlson Show

    May 21, 202628 min

    00:00 SpaceX Incredible IPO 15:20 Nvidia's Amazing Earnings Report 16:17 Why I'm Selling Intuit 21:25 Fail Of The Week: Trevor Noah on Quarterly Reports

17. Super Investors Are Buying AI Stocks from The Joseph Carlson Show

    May 18, 202630 min

    00:00 Episode Overview 00:50 Chris Hohn Sells Microsoft and Buys Google 08:54 Bill Ackman Buys Microsoft and Sells Google 13:40 Dev Kantesaria Is Down -20% This Year 17:00 Berkshire Sells a LOT of Holdings 19:03 Terry Smith's Recent Performance Is Horrible 21:40 Pat Dorsey Is Buying Uber 23:30 Alta Rock Portfolio Bets Big On Amazon 24:15 Brad Gersner Bets Big on AI 25:00 Chuck Akre's Fund Will Struggle 26:40 Fail Of The Week: Waymo

18. These 7 Companies Will Dominate The Future from The Joseph Carlson Show

    May 13, 202641 min

    00:00 Episode Overview 02:00 Google As An Example 06:11 Amazon 11:22 Uber 15:20 DoorDash 18:03 Shopify 20:32 Meta 24:58 Broadcom 29:03 Mercado Libre 31:50 Game Stop Rejection 33:57 Fail Of The Week: Texas vs Netflix

19. The Best Investor In The World Just Sold Microsoft from The Joseph Carlson Show

    May 11, 202635 min

    00:00 Episode Overview 01:20 Why Chris Hohn Is Selling 17:48 Chris Hohn Has Been Wrong Before 24:57 Texas Roadhouse Bull Case 28:23 Fail Of The Week: Prediction Markets

20. Analysts Were Completely Wrong About This Stock from The Joseph Carlson Show

    May 6, 202640 min

    00:00 Episode Overview 01:45 The "Culture" Problem 07:37 Brad Gerstner On AI Landscape 15:22 Dario's vs Jensen 21:20 Ackman On Zuckerberg 31:05 Fail Of The Week: NY Mayor vs Ken Griffin