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.
580 Episodes
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00:00 Episode Overview02:00 Stocks Are Going Crazy07:36 Sam Altman Criticisms13:08 Fail Of The Week: Follow-up 16:20 Responding To Comments
00:00 Episode Overview01:28 Qualtrim Plug02:20 Nike09:10 Booking Holdings12:48 Robinhood & American Express15:20 Intuit18:20 Jamie Dimon & Tom Lee22:25 Open AI and Anthropic IPO26:58 Fail Of The Week: Italy Court
00:00 Stocks Surge11:40 Buffett On The Market13:00 Fail Of The Week: Child Affordability Study21:57 Responding To Comments
00:00 Overview01:40 The Best Time To Buy Is now22:25 The Strategic Mistake Of Sora26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix30:58 Responding To comments
00:00 Overview02:00 The Fall of FICO31:09 Meta $9 Trillion Market Cap Goal32:50 Fail Of The Week: Robots
00:00 Overview02:41 End Of The Metaverse18:37 Mark Zuckerberg Creating AI CEO21:47 Uber Invests In Rivian23:47 Project Hail Mary Success27:20 Costco CEO Eats Hot Dog29:28 Fail Of The Week: Marc Andreessen No Introspection
00:00 Overview02:00 Apple's Superior AI Strategy25:30 Intuit Is Doubling Buybacks27:00 Adobe Earnings32:05 Netflix Paid $600 For AI Company35:00 Fail Of The Week: SEC Quarterly Report
In this episode we review why I purchased, and continue to buy, Meta.
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
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Love your content. I know you don't look at Canadian ETFs... But would love to hear about them