The Joseph Carlson Show

By The Joseph Carlson ShowBusiness Investing

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Typical duration
31 min
per episode

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The Joseph Carlson Show episodes

November 11 5 Quality Stocks To Buy On A Huge Dip
In this episode we discuss a number of companies that are on recent dips.
29 min
November 09 The Jensen Scandal Is Much Worse Than It Looks
Today we look at the full details of Jensen's scandal.
20 min
November 04 The Stock Market Rotation Has Begun
Investors are starting to reconsider how they have their portfolios positioned.
26 min
November 02 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
44 min
October 29 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
30 min
October 26 Anthropic Just Released Their Financials… The Numbers Are Insane
Anthropics S1 shows the fastest growth ever.
29 min
October 21 I'm Buying More Of This Stock Tomorrow
I explain why I'm buying $5,000 of Netflix tomorrow.
27 min
October 19 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
39 min
October 12 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.
33 min
October 08 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.
21 min