
Hosted by The Joseph Carlson Show · EN

00:00 The Growth of Momentum Investing19:00 How Buffett Comapres To Terry Smith29:00 Starbucks Is Building Their Own Software32:00 Fail Of The Week: AI Cheating In School

00:00 Market Dynamics & 9 Stocks28:36 Tom Lee On July Strength31:00 Fail Of The Week: Michael Saylor

00:00 Jeremy Grantham Predictions18:20 Zuckerberg Talks About Meta's Spend33:40 Fail Of The Week: Polen Capital Collapse

00:00 The AI Trade Is Cracking07:36 Netflix At 52 Week Low17:00 Meta Sell-Off Continues23:40 Fail Of The Week: JP Morgan Community Manager

00:00 Introduction02:00 The Market Is Focused on AI13:40 Why Uber & DoorDash25:00 Google's Stock Goes Down Today29:00 Fail Of The Week: Polymarket

Why Meta is my biggest single bet today.

00:00 Intro02:00 Portfolio Update10:00 SpaceX IPO Reaction22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds

00:00 Intro02:00 11 Top Undervalued Stocks To Buy18:26 ASML's Dominance Continues25:00 Social Reckoning Movie Trailer

00:00 Overview02:00 The Market Is Getting More Volatile08:00 Steve Eisman's Bearish Take19:48 Meta Rumored Equity Raise22:00 Fail Of The Week: Sam Bankman-Fried

0:00 Intro02:00 Google's Strategic Reason For Record Dilution26:09 Tom Lee Explains Next 3 Year Bull Run19:00 YouTubers Are Taking Over Hollywood32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation