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The Joseph Carlson Show

The Joseph Carlson Show

Hosted by The Joseph Carlson Show

Episodes

596

Latest episode

Jun 2026

Language

EN

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
June 15, 202626 min

Investing Legend Warns About This Market

00:00 Intro02:00 Portfolio Update10:00 SpaceX IPO Reaction22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds

June 10, 202631 min

I'm Buying These Undervalued Stocks

00:00 Intro02:00 11 Top Undervalued Stocks To Buy18:26 ASML's Dominance Continues25:00 Social Reckoning Movie Trailer

June 8, 202625 min

These Stocks Are Going Down

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

June 2, 202635 min

Google Is Fooling Everyone

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

May 26, 202631 min

My Investing Plan For The Next 5 Years

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

May 21, 202628 min

This Is The Craziest IPO Ever

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

May 18, 202630 min

Super Investors Are Buying AI Stocks

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

May 13, 202641 min

These 7 Companies Will Dominate The Future

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

May 11, 202635 min

The Best Investor In The World Just Sold Microsoft

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

May 6, 202640 min

Analysts Were Completely Wrong About This Stock

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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