The Joseph Carlson Show

Епизоди

• Investing Legend Warns About This Market 15.06.2026 26мин

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

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

  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
• Google Is Fooling Everyone 02.06.2026 35мин

  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
• My Investing Plan For The Next 5 Years 26.05.2026 31мин

  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
• This Is The Craziest IPO Ever 21.05.2026 28мин

  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
• Super Investors Are Buying AI Stocks 18.05.2026 30мин

  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
• These 7 Companies Will Dominate The Future 13.05.2026 41мин

  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
• The Best Investor In The World Just Sold Microsoft 11.05.2026 35мин

  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
• Analysts Were Completely Wrong About This Stock 06.05.2026 40мин

  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
• Four Stocks To Buy After Earnings 04.05.2026 30мин

  00:00 Episode Overview06:45 Meta10:10 Visa & Mastercard11:57 Microsoft13:52 Buffett on The Market Today18:59 Fail Of The Week: Ryan Cohen
• Analysts Can’t Believe These Numbers Are Real 30.04.2026 45мин

  00:00 Episode Overview02:00 Google Earnings19:58 Meta Earnings30:59 Amazon Earnings40:34 Fail Of The Week: Blue vs Red
• This Week Is Going To Be Nuts 28.04.2026 37мин

  00:00:00 - Intro & Qualtrim Overview00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood)00:10:43 - The Big Tech "AI Layoff" Myth00:18:06 - Google & Microsoft Expectations00:23:50 - Amazon & Meta Growth Strategies00:27:36 - Apple's Financial Engineering00:28:47 - Elon vs. OpenAI & The Polymarket Fail
• Don't Miss This And Get Left Behind 22.04.2026 22мин

  Tom Lee shares his view on why the market is set up for the best 12 to 18 months
• Analyst Warns Things Could Get Much Worse 21.04.2026 31мин

  00:00 Episode Overview03:53 Analysts Warn About The Market09:00 Meta Bear Case15:12 Salesforce & Adobe21:00 Netflix Earnings Reaction25:00 Fail Of The Week: The change-name AI Frenzy
• Here Are ALL The Stocks I’m Buying Now 17.04.2026 43мин

  00:00 Episode Overview02:00 The Market Recovery14:00 Netflix Earnings15:30 Amazon Buys Satellite Company16:28 Analysts Turn Bullish On Meta27:00 Jensen Says Amazon Is Lying37:00 Fail Of The Week: Allbirds Goes to AI39:45 New Qualtrim Feature
• The Two Best Stocks To Buy In 2026 13.04.2026 49мин

  00:00 Episode Overview03:00 Portfolio Update10:11 Amazon Updated Analysis32:20 Meta Updated Analysis45:40 Fail Of The Week
• Stocks Are Going Crazy Today 09.04.2026 23мин

  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
• 5 High Quality Stocks That Have Fallen Off 07.04.2026 36мин

  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
• Here’s Why Stocks Are Going Crazy 01.04.2026 27мин

  00:00 Stocks Surge11:40 Buffett On The Market13:00 Fail Of The Week: Child Affordability Study21:57 Responding To Comments