Claim OwnershipThe Joseph Carlson Show
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© The Joseph Carlson Show
Description
A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.
572 Episodes
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00:00 6 Compounding Machines On A Dip27:45 Tom Lee Predictions30:00 Fail Of The Week: Prediction Of AI Destruction
00:00 Overview02:00 Oil Goes Above $10025:30 Anthropic Sues Trump Administration30:20 Netflix Buys Ben Affleck AI Company34:43 Fail Of The Week: More CEO's Eat Their "product"
We value each stock based on historical valuation and future DCF.
00:00 Overview02:00 Steve Eisman & Tom Lee On War06:45 Netflix Walks Away From Warner Deal20:48 Duolingo Falls 20% After Earnings32:00 Fail Of The Week: McDonalds CEO
00:00 Overview02:00 Agents Remove Friction10:31 DooDash Disruptted Rebuttal24:17 Mastercard Disrupted Rebuttal32:40 The Domino Effect Rebuttal42:45 Netflix Warner Bros Update44:45 Meta & AMD Chip Deal46:36 Fail Of The Week: Robot Vacuum Hacking
00:00 Overview02:00 Super Investor Buys17:17 Moody's Earnings22:40 DoorDash Earnings23:55 Fail Of The Week: Sam & Dario
00:00 Investors Are Scared14:00 3 Monopolies To Buy17:14 Chris Hohn 13f Holding Update19:18 Netflix And Warner Bros21:20 Responding To Jeremy On Duolingo31:52 Fail Of The Week: Chamath Palihapitiya
100:00 Introduction02:00 Things Are Changing Fast19:50 Bill Ackman Buys Meta
00:00 Overview02:00 Burry's Argument11:30 Big Tech Valuation18:50 Jensen Asked About CAPEX31:34 Fail Of The Week: Anthropic Super Bowl Ad
00:00 Overview01:13 Stock Market Panic 13:10 Duration And Business Model19:59 Uber Earnings21:40 Fail Of The Week: Netflix at Congress
00:00 Overview02:00 Meta Analysis12:50 Meta Capex Spend Explained22:00 Tom Lee Bitcoin Prediction23:15 Waymo Accident27:47 Nvidia Walks Back OpenAI Deal
00:00 Overview02:00 Microsoft13:00 Meta18:24 ASML20:08 Mastercard22:00 Tesla
Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/00:00 Overview01:46 Google06:18 Mastercard09:40 Amazon11:20 S&P Global and Moody's12:45 ASML15:20 Netflix20:12 Microsoft21:06 Costco24:44 Intuit26:33 Salesforce28:10 Texas Roadhouse30:40 Equifax32:30 Duolingo
00:00 Overview01:58 The Markets Are Sinking14:53 Buying $5,000 More Of Duolingo18:17 Netflix Earnings21:50 Andy Jassy On Job Loss26:20 Chris Hohn Breaks Hedge Fund Record30:25 Fail Of The Week: Beast Games Contestant
00:00 Introduction03:00 Netflix & Warner Bros11:40 JP Morgan Is No Longer A Bank16:00 Amazon Advances With Robotics18:52 Visa & Mastercard Interest Rate Cap23:37 Gemini's Unfair Advantage25:47 Fail Of The Week: Matthew Mcconaughey Trademarks Himself
00:00 Fed vs President Trump15:00 Duolingo CFO Steps Down23:40 Apple and Google Partnership25:13 Paramount Sues Warner Bros
00:00 Preview02:00 The Best Stock17:08 Warner Bros Rejects Paramount, Again19:00 Brad Gerstner on 202622:55 Palmer Luckey's Great Take24:00 Trump Blocking Wall Street from Buying Homes28:00 Fail Of The Week: AI "Pranks"
We discuss 10 of the most incredible companies on planet earth, and why they're worth considering as an investment.
00:00 Overview02:00 Best & Worst Stocks Of 202529:50 2026 Predictions37:20 Fail Of The Week: The Nike Exploiter
00:00 Introduction02:00 Blueprint to $1 million Portfolio19:20 Waymo Causes Roadblock23:32 Fail Of The Week: losing Everything
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Love your content. I know you don't look at Canadian ETFs... But would love to hear about them