The Joseph Carlson Show
- Episódios
- 633
- Publicação
- várias vezes por semana
- Último episódio
- 11 nov 2026
Sobre o podcast
A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.
Episódios 633
5 Quality Stocks To Buy On A Huge Dip
In this episode we discuss a number of companies that are on recent dips.
The Jensen Scandal Is Much Worse Than It Looks
Today we look at the full details of Jensen's scandal.
The Stock Market Rotation Has Begun
Investors are starting to reconsider how they have their portfolios positioned.
Here's My Price Target Of Every Holding
00:00 Introduction02:03 Qualtrim03:16 How I Set My Price Targets04:23 Mastercard07:27 Amazon09:27 Alphabet / Google11:49 Meta14:18 S&P Global15:01 Microsoft16:15 ASML17:55 Costco19:17 Netflix21:55 Texas …
Notas do episódio
00:00 Introduction
02:03 Qualtrim
03:16 How I Set My Price Targets
04:23 Mastercard
07:27 Amazon
09:27 Alphabet / Google
11:49 Meta
14:18 S&P Global
15:01 Microsoft
16:15 ASML
17:55 Costco
19:17 Netflix
21:55 Texas Roadhouse
23:25 Moody’s
24:13 Duolingo
25:22 Uber
26:25 DoorDash
28:26 Amazon Earnings Breakdown
39:16 Anthropic Results & Steve Eisman
46:01 Fail of the Week: The $1 Million Kick
Google Stock Is In Trouble
00:00 Google’s Selloff & My Portfolio04:20 Google’s Revenue Growth06:00 Understanding Google’s Earnings & Valuation09:03 Free Cash Flow & Capital Spending10:49 Is AI Hurting Google Search?14:15 Management’s …
Notas do episódio
00:00 Google’s Selloff & My Portfolio
04:20 Google’s Revenue Growth
06:00 Understanding Google’s Earnings & Valuation
09:03 Free Cash Flow & Capital Spending
10:49 Is AI Hurting Google Search?
14:15 Management’s Explanation & AI Monetization
20:24 Google Cloud, YouTube & My Outlook
24:14 Mastercard Earnings
25:15 Microsoft Earnings
26:15 DoorDash’s Proposed Instacart Acquisition
Anthropic Just Released Their Financials… The Numbers Are Insane
Anthropics S1 shows the fastest growth ever.
The Best Stocks To Buy This Week
00:00 Earnings Season Heats Up & AI Bubble Fears01:26 Qualtrim Membership02:24 SpaceX Earnings: Starlink, Space & AI05:47 SpaceX vs. Amazon: The Valuation Problem09:24 Netflix Earnings: A Buying …
Notas do episódio
00:00 Earnings Season Heats Up & AI Bubble Fears
01:26 Qualtrim Membership
02:24 SpaceX Earnings: Starlink, Space & AI
05:47 SpaceX vs. Amazon: The Valuation Problem
09:24 Netflix Earnings: A Buying Opportunity?
12:16 ASML: When Market Narratives Create Opportunity
14:33 Netflix's Engagement Concerns & Layoffs
18:17 Meta Earnings: Advertising Power & AI Spending
21:08 Tesla Earnings: Robotaxis, Competition & Valuation
24:44 Moody's Earnings: A Long-Term Compounder
25:47 Brad Gerstner: Bullish on AI but Selling Stocks?
31:40 The Size of Gerstner's Hedge Fund vs. Long-Only Fund
34:07 Fail of the Week: ESPN Embraces Sports Gambling
35:30 How Gambling Advertising Influences Journalism
The Entire Market Relies On These Stocks
The new earnings season has started where the majority of growth is coming from a few AI companies.
The AI Bubble Is Popping
Michael Burry and Ray Dalio are both warning of an impending AI bubble. In this epiosde we look at their history and what actions investors should take with these type of warnings.
Three Turn-Around Stocks I’m Buying Today
0:00 I Bought 3 Turnaround Stocks1:31 Netflix — Buying More After the Selloff6:37 Netflix’s Growth Is Being Misunderstood10:35 The Netflix “Low-Quality Content” Criticism17:53 Uber — Buying the 30%+ Drop21:18 …
Notas do episódio
0:00 I Bought 3 Turnaround Stocks
1:31 Netflix — Buying More After the Selloff
6:37 Netflix’s Growth Is Being Misunderstood
10:35 The Netflix “Low-Quality Content” Criticism
17:53 Uber — Buying the 30%+ Drop
21:18 S&P Global — My Third Purchase
24:13 Nike — Why I’m Still Avoiding It
26:03 FICO — Great Business, Major Risk
27:42 Tom Lee Says Investors Are Too Pessimistic
29:12 Fail of the Week: Apple vs. AI Agents
Google And Meta Will Beat OpenAI And Anthropic
0:00 Why Google & Meta Could Win AI2:08 The AI Race: OpenAI vs. Anthropic3:33 Meta Goes All-In on AI5:08 Google's Comeback With Gemini7:04 Gemini 4 Benchmarks9:33 Google & Meta's Financial Advantage12:16 Free …
Notas do episódio
0:00 Why Google & Meta Could Win AI
2:08 The AI Race: OpenAI vs. Anthropic
3:33 Meta Goes All-In on AI
5:08 Google's Comeback With Gemini
7:04 Gemini 4 Benchmarks
9:33 Google & Meta's Financial Advantage
12:16 Free AI, Pricing & Monetization
17:26 Trust, Distribution & OpenAI's Super-App Problem
23:05 Netflix Selloff & Ted Sarandos
25:52 FICO's Stock Collapse
How I’m Investing With $1.5 Million Stock Portfolio
I break down my $1.5 million stock portfolio, including what I’m doing with Google after it fell behind in the AI model race, Meta’s recent surge and new enterprise push, and updates on Amazon, Mastercard …
Notas do episódio
I break down my $1.5 million stock portfolio, including what I’m doing with Google after it fell behind in the AI model race, Meta’s recent surge and new enterprise push, and updates on Amazon, Mastercard, ASML, S&P Global, Netflix, Uber, DoorDash, and more. I also look at the growing debate over AI and jobs, contrasting Jensen Huang’s optimistic view with Andrew Yang’s concerns about automation, before finishing with Bob Chapek’s comments about what happened behind the scenes at Disney and Bob Iger’s return.
0:00 Intro
1:31 $1.5 Million Portfolio Update
3:04 Google Falling Behind in AI
7:29 Meta’s Huge Comeback
10:35 Amazon & the Portfolio
16:29 Netflix Gets Crushed
23:08 Jensen Huang vs. Andrew Yang on AI
32:20 Bob Iger — Fail of the Week
Everything Just Changed For Meta
Meta stock is surging, Muse is taking off, and now Amazon is fighting back. In this episode, I break down Meta’s massive move higher, why sentiment around the company has shifted so quickly, and why Amazon’s …
Notas do episódio
Meta stock is surging, Muse is taking off, and now Amazon is fighting back. In this episode, I break down Meta’s massive move higher, why sentiment around the company has shifted so quickly, and why Amazon’s decision to block Muse may be less about “security and privacy” and more about protecting its advertising business and its direct relationship with customers. We’ll look at what happens if AI agents become the new way people shop online, how Meta could respond to Amazon’s blockade, and why I think this fight is only the beginning.We also have a new Fail of the Week. Andrew Yang went on CNBC with an extraordinary claim that rogue AI bots have “polluted” the internet to the point that major AI companies can no longer use it for training. I dig into what he actually said, whether there’s evidence behind it, and why the technical explanation raises some major questions. Plus, we revisit Gene Munster’s bearish Meta call after the stock’s huge rebound and take a closer look at just how quickly the AI landscape is changing.0:00 Meta, Muse & Amazon: The War Begins
2:00 Why Meta Stock Is Surging
3:39 Muse Changes the Meta Story
10:22 Amazon Blocks Muse
13:21 The Real Reason Amazon Is Worried
16:41 How Meta Can Respond
21:55 Gene Munster’s Meta Call Revisited
23:10 Andrew Yang’s “Polluted Internet” Claim
Warning: Investors Must Prepare For The Agentic Takeover
AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and eventually negotiating with …
Notas do episódio
AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and eventually negotiating with other machines on our behalf.That shift could have enormous consequences for some of the world’s biggest companies.In this episode, I look at the rise of agentic commerce and a simple framework for determining which businesses are most exposed: How much of their value comes from removing friction, and how much scarce infrastructure or capability remains once that friction disappears?We break down what this could mean for Booking Holdings, DoorDash, Intuit, Google, Amazon, Uber, Duolingo, Microsoft, Meta, Visa, Mastercard, ASML, S&P Global, Costco, Netflix, Texas Roadhouse, and more.Some businesses may lose their direct relationship with the customer. Others could become even more valuable as AI agents increase transactions, computing demand, and the need for trusted infrastructure.The question may no longer be, “Can AI automate this business?”It may be: “What happens when an AI agent becomes the customer’s gatekeeper?”0:00 The Agentic Commerce Thesis
2:03 Meta Muse: The First Real Consumer Agent
5:43 How AI Agents Could Reshape Business
7:26 The Friction Framework: Who Is Most Exposed?
11:57 The Four Stages of the Agent Economy
18:28 Booking Holdings, DoorDash & Intuit
27:12 Google, Amazon, Uber & Duolingo
32:15 Microsoft, Meta, Visa & Mastercard
36:50 ASML, S&P Global, Costco, Netflix & Texas Roadhouse
41:14 Which Companies Are Most Exposed to AI Agents?
The Best Stock To Buy During The "AI Slowdown"
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 …
Notas do episódio
0:00 The AI Slowdown Battle
4:05 Why Meta Benefits Most
6:49 How Meta Wins Either Way
12:41 Meta’s New AI Assistant
15:41 Zuckerberg’s Track Record
20:43 Dario’s Real Incentives
29:21 The Problem With “Coordinated Pacing”
31:46 Fail of the Week: Hunter Biden’s Meme Coin
The AI Conspiracy Is Blowing Up
Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode.
Something Has Gone Terribly Wrong
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
Investor Warning: They’re All Lying To You About AI
Why the biggest bear, Ed Zitron, belives AI is a con.
Meta Wins A Massive Strategic Victory
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
’m Buying $10,000 Of This Company Next
00:00 Buy Prices For Every Stock26:18 Uber Hit Piece38:50 Fail Of The Week: Gene Munster
How I Built A $1.5 Million Portfolio
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 …
Notas do episódio
00:00 How To Have An Edge In Investing
15:02 Sharing My Investment Journey
19:15 Top Pick 1: Meta
23:50 Top Pick 2: Uber
25:50 Top Pick 3: S&P Global
27:30 Duolingo DAU Update
29:20 Fail Of The Week: Amazon Drone Delivery
30:45 New Carlson Family Member
All The Pros All Buying These Companies
00:00 Super Investor Portfolio Update23:00 Meta Lawsuit Gets Worse
9 Stocks That Could Make You Rich
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
Three Top Stocks To Buy Today
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
Market Sentiment Is Quickly Changing
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
I’m Buying More Today
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 …
Notas do episódio
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.
Investors Are Missing The Best Opportunity In Years
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 …
Notas do episódio
00:00 Introduction
03:01 PayPal Stock
08:33 S&P Global Earnings
12:36 Visa and Mastercard
17:16 FICO and Robinhood
19:38 Meta and Microsoft Earnings
27:05 The Three Layers of AI
37:05 ASML and China’s Chip Machines
39:11 AI, Hiring, and the Future of Jobs
41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem
Why The Market’s Not Reacting To The Biggest Earnings
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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