The Joseph Carlson Show

Hosted by The Joseph Carlson Show

Business

Website RSS feed

Episodes

629

Latest episode

Oct 2026

Language

About the show

A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.

Listen to episodes

60 recent

November 9, 202619 min

The Jensen Scandal Is Much Worse Than It Looks

Today we look at the full details of Jensen's scandal.

November 4, 202625 min

The Stock Market Rotation Has Begun

Investors are starting to reconsider how they have their portfolios positioned.

November 2, 202643 min

Here's My Price Target Of Every Holding

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

October 29, 202629 min

Google Stock Is In Trouble

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

October 26, 202628 min

Anthropic Just Released Their Financials… The Numbers Are Insane

Anthropics S1 shows the fastest growth ever.

October 21, 202626 min

I'm Buying More Of This Stock Tomorrow

I explain why I'm buying $5,000 of Netflix tomorrow.

October 19, 202638 min

The Best Stocks To Buy This Week

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

October 12, 202632 min

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.

October 8, 202620 min

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.

October 5, 202635 min

Three Turn-Around Stocks I’m Buying Today

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