The Joseph Carlson Show

Epizodes

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  I’m Buying More Today 31.07.2026 27min

  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 44min

  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 20min

  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 35min

  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 39min

  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 35min

  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 28min

  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 48min

  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
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  I Invested $182,000 Into This Broken Company 17.06.2026 30min

  Why Meta is my biggest single bet today.
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  Investing Legend Warns About This Market 15.06.2026 26min

  00:00 Intro02:00 Portfolio Update10:00 SpaceX IPO Reaction22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds
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  I'm Buying These Undervalued Stocks 10.06.2026 31min

  00:00 Intro02:00 11 Top Undervalued Stocks To Buy18:26 ASML's Dominance Continues25:00 Social Reckoning Movie Trailer
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  These Stocks Are Going Down 08.06.2026 25min

  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
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  Google Is Fooling Everyone 02.06.2026 35min

  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
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  My Investing Plan For The Next 5 Years 26.05.2026 31min

  In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype.0:00 AI winners, losers, and the investing roadmap2:21 Phase 1: The AI scarcity boom5:31 Why today’s AI winners may not stay winners7:00 ASML, Nvidia, and durable supply-chain advantages9:04 The danger of assuming cyclicals are no longer cyclical11:13 Phase 3: Hyperscalers take control16:09 Software stocks: AI disruption or rerating opportunity?20:06 How I’m positioning my portfolio23:13 Ferrari’s EV and the risk to the brand27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption
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  This Is The Craziest IPO Ever 21.05.2026 28min

  00:00 SpaceX Incredible IPO15:20 Nvidia's Amazing Earnings Report16:17 Why I'm Selling Intuit21:25 Fail Of The Week: Trevor Noah on Quarterly Reports
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  Super Investors Are Buying AI Stocks 18.05.2026 30min

  00:00 Episode Overview00:50 Chris Hohn Sells Microsoft and Buys Google08:54 Bill Ackman Buys Microsoft and Sells Google13:40 Dev Kantesaria Is Down -20% This Year17:00 Berkshire Sells a LOT of Holdings19:03 Terry Smith's Recent Performance Is Horrible21:40 Pat Dorsey Is Buying Uber23:30 Alta Rock Portfolio Bets Big On Amazon24:15 Brad Gersner Bets Big on AI25:00 Chuck Akre's Fund Will Struggle26:40 Fail Of The Week: Waymo
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  These 7 Companies Will Dominate The Future 13.05.2026 41min

  00:00 Episode Overview02:00 Google As An Example06:11 Amazon11:22 Uber15:20 DoorDash18:03 Shopify20:32 Meta24:58 Broadcom29:03 Mercado Libre31:50 Game Stop Rejection33:57 Fail Of The Week: Texas vs Netflix
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  The Best Investor In The World Just Sold Microsoft 11.05.2026 35min

  00:00 Episode Overview01:20 Why Chris Hohn Is Selling17:48 Chris Hohn Has Been Wrong Before24:57 Texas Roadhouse Bull Case28:23 Fail Of The Week: Prediction Markets
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  Analysts Were Completely Wrong About This Stock 06.05.2026 40min

  00:00 Episode Overview01:45 The "Culture" Problem07:37 Brad Gerstner On AI Landscape15:22 Dario's vs Jensen21:20 Ackman On Zuckerberg31:05 Fail Of The Week: NY Mayor vs Ken Griffin
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  Four Stocks To Buy After Earnings 04.05.2026 30min

  00:00 Episode Overview06:45 Meta10:10 Visa & Mastercard11:57 Microsoft13:52 Buffett on The Market Today18:59 Fail Of The Week: Ryan Cohen