The Joseph Carlson Show

Επεισόδια

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  The Best Stock To Buy During The "AI Slowdown" 14.09.2026 35λ

  0:00 The AI Slowdown Battle4:05 Why Meta Benefits Most6:49 How Meta Wins Either Way12:41 Meta’s New AI Assistant15:41 Zuckerberg’s Track Record20:43 Dario’s Real Incentives29:21 The Problem With “Coordinated Pacing”31:46 Fail of the Week: Hunter Biden’s Meme Coin
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  The AI Conspiracy Is Blowing Up 10.09.2026 26λ

  Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode.
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  Something Has Gone Terribly Wrong 03.09.2026 24λ

  00:00 What's Happneing In The Stock Market17:31 Microsoft to Reveal Cloud Growth19:45 S&P Global To Sell Capital IQ21:52 Google Avoids Breakup 23:00 Fail Of The Week: Teleprompter Operator
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  Investor Warning: They’re All Lying To You About AI 31.08.2026 41λ

  Why the biggest bear, Ed Zitron, belives AI is a con.
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  Meta Wins A Massive Strategic Victory 26.08.2026 29λ

  00:00 Meta Strategic Victory In Lawsuit18:30 Microsoft Is Hiding From Investors21:23 Netflix May Offer Peacock Through It's Service26:15 Win Of The Week: SharkNinja's Innovation
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  ’m Buying $10,000 Of This Company Next 24.08.2026 43λ

  00:00 Buy Prices For Every Stock26:18 Uber Hit Piece38:50 Fail Of The Week: Gene Munster
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  How I Built A $1.5 Million Portfolio 20.08.2026 35λ

  00:00 How To Have An Edge In Investing15:02 Sharing My Investment Journey19:15 Top Pick 1: Meta23:50 Top Pick 2: Uber25:50 Top Pick 3: S&P Global27:30 Duolingo DAU Update29:20 Fail Of The Week: Amazon Drone Delivery30:45 New Carlson Family Member
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  All The Pros All Buying These Companies 17.08.2026 33λ

  00:00 Super Investor Portfolio Update23:00 Meta Lawsuit Gets Worse
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  Bill Ackman Just Bought 6 New Stocks 13.08.2026 23λ

  In this episode we review Bill Ackmans new buys.
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  9 Stocks That Could Make You Rich 12.08.2026 29λ

  00:00 Overview01:24 IMAX08:33 Reddit11:39 MELI13:20 Adobe16:28 Nike17:50 Rollins19:40 Copart23:04 Nebius24:58 Cava26:35 Fail Of The Week: Elisson vs California
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  Three Top Stocks To Buy Today 10.08.2026 28λ

  00:00 Introduction01:00 A History Of Picking Stocks06:30 Uber11:50 Meta18:02 Netflix20:15 Semianalysis Gemini Has Lost23:48 Fail Of The Week: Keith Rabois
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  Market Sentiment Is Quickly Changing 03.08.2026 25λ

  00:00 Intro02:30 AWS Has Changed The Market11:26 FICO Earnings14:24 Uber & DoorDash19:00 Duolingo22:00 Texas Roadhouse23:00 Tom Lee 2027 Prediction
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  I’m Buying More Today 31.07.2026 27λ

  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.
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  Investors Are Missing The Best Opportunity In Years 27.07.2026 44λ

  00:00 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
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  Why The Market’s Not Reacting To The Biggest Earnings 15.07.2026 20λ

  00:00 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
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  Value Investing Has Finally Died 09.07.2026 35λ

  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
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  9 Best Stocks To Buy In July 06.07.2026 39λ

  00:00 Market Dynamics & 9 Stocks28:36 Tom Lee On July Strength31:00 Fail Of The Week: Michael Saylor
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  Stocks Will Fall -70% According To This Expert 29.06.2026 35λ

  00:00 Jeremy Grantham Predictions18:20 Zuckerberg Talks About Meta's Spend33:40 Fail Of The Week: Polen Capital Collapse
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  The AI Boom Is Starting To Crack 25.06.2026 28λ

  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
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  I Just Bought Two NEW Stocks 22.06.2026 48λ

  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