Podcast
The Joseph Carlson Show
Hosted by The Joseph Carlson Show · EN
A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.
22episodes
Episodes
Newest firstAll episodes
Market Sentiment Is Quickly Changing
1w ago00:25:29Tap to summarize00:00 Intro02:30 AWS Has Changed The Market11:26 FICO Earnings14:24 Uber & DoorDash19:00 Duolingo22:00 Texas Roadhouse23:00 Tom Lee 2027 Prediction
Transcribe →I’m Buying More Today
2w ago00:27:05Tap to summarizeGoogle, 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.
Transcribe →Investors Are Missing The Best Opportunity In Years
2w ago00:44:27Tap to summarize00:00 Introduction03:01 PayPal Stock08:33 S&P Global Earnings12:36 Visa and Mastercard17:16 FICO and Robinhood19:38 Meta and Microsoft Earnings27:05 The Three Layers of AI37:05 ASML and China’s Chip Machines39:11 AI, Hiring, and the Future of Jobs41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem
Transcribe →You're Being Lied To About Google Stock
3w ago00:27:23Tap to summarize00:00 Introduction02:00 Why Investing Is So Difficult06:41 Google Is a Secular Short07:40 Viral Conspiracies Against Google15:58 Misinformation About Netflix20:30 Fail Of The Weeks: President Trump & Trial Attorneys
Transcribe →Why The Market’s Not Reacting To The Biggest Earnings
4w ago00:20:39Tap to summarize00:00 Introduction02:00 ASML Earnings Reaction10:00 Netflix Earnings Tomorrow11:50 JP Morgan & The Banks12:20 Buffett Reveals He Bought GoogleFail Of The Week: Kalshi & New York City
Transcribe →Value Investing Has Finally Died
Jul 900:35:55Tap to summarize00:00 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
Transcribe →9 Best Stocks To Buy In July
Jul 600:39:27Tap to summarize00:00 Market Dynamics & 9 Stocks28:36 Tom Lee On July Strength31:00 Fail Of The Week: Michael Saylor
Transcribe →Stocks Will Fall -70% According To This Expert
Jun 2900:35:33Tap to summarize00:00 Jeremy Grantham Predictions18:20 Zuckerberg Talks About Meta's Spend33:40 Fail Of The Week: Polen Capital Collapse
Transcribe →The AI Boom Is Starting To Crack
Jun 2500:28:02Tap to summarize00:00 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
Transcribe →I Just Bought Two NEW Stocks
Jun 2200:48:14Tap to summarize00:00 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
Transcribe →