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The Joseph Carlson Show

by The Joseph Carlson Show

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

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Episodes

  1. 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.

  2. 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.

  3. 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 —...

  4. Google And Meta Will Beat OpenAI And Anthropic

    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...

  5. 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, ASML, S&P Global, Netflix, Uber, DoorDash, and more. I also look at the growing debate over...

  6. 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 decision to block Muse may be less about “security and privacy” and more about protecting...

  7. 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 other machines on our behalf.That shift could have enormous consequences for some of the...

  8. The Best Stock To Buy During The "AI Slowdown"

    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

  9. The AI Conspiracy Is Blowing Up

    Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode.

  10. Something Has Gone Terribly Wrong

    00:00 What's Happneing In The Stock Market 17:31 Microsoft to Reveal Cloud Growth 19:45 S&P Global To Sell Capital IQ 21:52 Google Avoids Breakup 23:00 Fail Of The Week: Teleprompter Operator

  11. Investor Warning: They’re All Lying To You About AI

    Why the biggest bear, Ed Zitron, belives AI is a con.

  12. Meta Wins A Massive Strategic Victory

    00:00 Meta Strategic Victory In Lawsuit 18:30 Microsoft Is Hiding From Investors 21:23 Netflix May Offer Peacock Through It's Service 26:15 Win Of The Week: SharkNinja's Innovation

  13. ’m Buying $10,000 Of This Company Next

    00:00 Buy Prices For Every Stock 26:18 Uber Hit Piece 38:50 Fail Of The Week: Gene Munster

  14. How I Built A $1.5 Million Portfolio

    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

  15. All The Pros All Buying These Companies

    00:00 Super Investor Portfolio Update 23:00 Meta Lawsuit Gets Worse

  16. Bill Ackman Just Bought 6 New Stocks

    In this episode we review Bill Ackmans new buys.

  17. 9 Stocks That Could Make You Rich

    00:00 Overview 01:24 IMAX 08:33 Reddit 11:39 MELI 13:20 Adobe 16:28 Nike 17:50 Rollins 19:40 Copart 23:04 Nebius 24:58 Cava 26:35 Fail Of The Week: Elisson vs California

  18. Three Top Stocks To Buy Today

    00:00 Introduction 01:00 A History Of Picking Stocks 06:30 Uber 11:50 Meta 18:02 Netflix 20:15 Semianalysis Gemini Has Lost 23:48 Fail Of The Week: Keith Rabois

  19. Market Sentiment Is Quickly Changing

    00:00 Intro 02:30 AWS Has Changed The Market 11:26 FICO Earnings 14:24 Uber & DoorDash 19:00 Duolingo 22:00 Texas Roadhouse 23:00 Tom Lee 2027 Prediction

  20. 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 stock deserved to be down. With Google it was that ChatGPT would disrupt search…

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  21. Investors Are Missing The Best Opportunity In Years

    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…

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  22. You're Being Lied To About Google Stock

    00:00 Introduction 02:00 Why Investing Is So Difficult 06:41 Google Is a Secular Short 07:40 Viral Conspiracies Against Google 15:58 Misinformation About Netflix 20:30 Fail Of The Weeks: President Trump & Trial Attorneys

  23. Why The Market’s Not Reacting To The Biggest Earnings

    00:00 Introduction 02:00 ASML Earnings Reaction 10:00 Netflix Earnings Tomorrow 11:50 JP Morgan & The Banks 12:20 Buffett Reveals He Bought Google Fail Of The Week: Kalshi & New York City

  24. Value Investing Has Finally Died

    00:00 The Growth of Momentum Investing 19:00 How Buffett Comapres To Terry Smith 29:00 Starbucks Is Building Their Own Software 32:00 Fail Of The Week: AI Cheating In School

  25. 9 Best Stocks To Buy In July

    00:00 Market Dynamics & 9 Stocks 28:36 Tom Lee On July Strength 31:00 Fail Of The Week: Michael Saylor

  26. Stocks Will Fall -70% According To This Expert

    00:00 Jeremy Grantham Predictions 18:20 Zuckerberg Talks About Meta's Spend 33:40 Fail Of The Week: Polen Capital Collapse

  27. The AI Boom Is Starting To Crack

    00:00 The AI Trade Is Cracking 07:36 Netflix At 52 Week Low 17:00 Meta Sell-Off Continues 23:40 Fail Of The Week: JP Morgan Community Manager

  28. I Just Bought Two NEW Stocks

    00:00 Introduction 02:00 The Market Is Focused on AI 13:40 Why Uber & DoorDash 25:00 Google's Stock Goes Down Today 29:00 Fail Of The Week: Polymarket

  29. I Invested $182,000 Into This Broken Company

    Why Meta is my biggest single bet today.

  30. Investing Legend Warns About This Market

    00:00 Intro 02:00 Portfolio Update 10:00 SpaceX IPO Reaction 22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds

  31. I'm Buying These Undervalued Stocks

    00:00 Intro 02:00 11 Top Undervalued Stocks To Buy 18:26 ASML's Dominance Continues 25:00 Social Reckoning Movie Trailer

  32. These Stocks Are Going Down

    00:00 Overview 02:00 The Market Is Getting More Volatile 08:00 Steve Eisman's Bearish Take 19:48 Meta Rumored Equity Raise 22:00 Fail Of The Week: Sam Bankman-Fried

  33. Google Is Fooling Everyone

    0:00 Intro 02:00 Google's Strategic Reason For Record Dilution 26:09 Tom Lee Explains Next 3 Year Bull Run 19:00 YouTubers Are Taking Over Hollywood 32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation

  34. 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 roadmap 2:21 Phase 1: The AI scarcity boom 5:31 Why today’s AI winners may not stay winners 7:00 ASML, Nvidia, and...

  35. This Is The Craziest IPO Ever

    00:00 SpaceX Incredible IPO 15:20 Nvidia's Amazing Earnings Report 16:17 Why I'm Selling Intuit 21:25 Fail Of The Week: Trevor Noah on Quarterly Reports

  36. Super Investors Are Buying AI Stocks

    00:00 Episode Overview 00:50 Chris Hohn Sells Microsoft and Buys Google 08:54 Bill Ackman Buys Microsoft and Sells Google 13:40 Dev Kantesaria Is Down -20% This Year 17:00 Berkshire Sells a LOT of Holdings 19:03 Terry Smith's Recent Performance Is Horrible 21:40 Pat Dorsey Is Buying Uber 23:30…

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  37. These 7 Companies Will Dominate The Future

    00:00 Episode Overview 02:00 Google As An Example 06:11 Amazon 11:22 Uber 15:20 DoorDash 18:03 Shopify 20:32 Meta 24:58 Broadcom 29:03 Mercado Libre 31:50 Game Stop Rejection 33:57 Fail Of The Week: Texas vs Netflix

  38. The Best Investor In The World Just Sold Microsoft

    00:00 Episode Overview 01:20 Why Chris Hohn Is Selling 17:48 Chris Hohn Has Been Wrong Before 24:57 Texas Roadhouse Bull Case 28:23 Fail Of The Week: Prediction Markets

  39. Analysts Were Completely Wrong About This Stock

    00:00 Episode Overview 01:45 The "Culture" Problem 07:37 Brad Gerstner On AI Landscape 15:22 Dario's vs Jensen 21:20 Ackman On Zuckerberg 31:05 Fail Of The Week: NY Mayor vs Ken Griffin

  40. Four Stocks To Buy After Earnings

    00:00 Episode Overview 06:45 Meta 10:10 Visa & Mastercard 11:57 Microsoft 13:52 Buffett on The Market Today 18:59 Fail Of The Week: Ryan Cohen

  41. Analysts Can’t Believe These Numbers Are Real

    00:00 Episode Overview 02:00 Google Earnings 19:58 Meta Earnings 30:59 Amazon Earnings 40:34 Fail Of The Week: Blue vs Red

  42. This Week Is Going To Be Nuts

    00:00:00 - Intro & Qualtrim Overview 00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood) 00:10:43 - The Big Tech "AI Layoff" Myth 00:18:06 - Google & Microsoft Expectations 00:23:50 - Amazon & Meta Growth Strategies 00:27:36 - Apple's Financial Engineering 00:28:47 - Elon vs....

  43. Don't Miss This And Get Left Behind

    Tom Lee shares his view on why the market is set up for the best 12 to 18 months

  44. Analyst Warns Things Could Get Much Worse

    00:00 Episode Overview 03:53 Analysts Warn About The Market 09:00 Meta Bear Case 15:12 Salesforce & Adobe 21:00 Netflix Earnings Reaction 25:00 Fail Of The Week: The change-name AI Frenzy

  45. Here Are ALL The Stocks I’m Buying Now

    00:00 Episode Overview 02:00 The Market Recovery 14:00 Netflix Earnings 15:30 Amazon Buys Satellite Company 16:28 Analysts Turn Bullish On Meta 27:00 Jensen Says Amazon Is Lying 37:00 Fail Of The Week: Allbirds Goes to AI 39:45 New Qualtrim Feature

  46. The Two Best Stocks To Buy In 2026

    00:00 Episode Overview 03:00 Portfolio Update 10:11 Amazon Updated Analysis 32:20 Meta Updated Analysis 45:40 Fail Of The Week

  47. Stocks Are Going Crazy Today

    00:00 Episode Overview 02:00 Stocks Are Going Crazy 07:36 Sam Altman Criticisms 13:08 Fail Of The Week: Follow-up 16:20 Responding To Comments

  48. 5 High Quality Stocks That Have Fallen Off

    00:00 Episode Overview 01:28 Qualtrim Plug 02:20 Nike 09:10 Booking Holdings 12:48 Robinhood & American Express 15:20 Intuit 18:20 Jamie Dimon & Tom Lee 22:25 Open AI and Anthropic IPO 26:58 Fail Of The Week: Italy Court

  49. Here’s Why Stocks Are Going Crazy

    00:00 Stocks Surge 11:40 Buffett On The Market 13:00 Fail Of The Week: Child Affordability Study 21:57 Responding To Comments

  50. Don’t Make This Huge Mistake

    00:00 Overview 01:40 The Best Time To Buy Is now 22:25 The Strategic Mistake Of Sora 26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix 30:58 Responding To comments

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ABOUT THIS SHOW

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

HOSTED BY

The Joseph Carlson Show

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does The Joseph Carlson Show have?

The Joseph Carlson Show currently has 624 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is The Joseph Carlson Show about?

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

How often does The Joseph Carlson Show release new episodes?

The Joseph Carlson Show releases new episodes frequently with a large back catalog of 624 episodes. Check the episode list for recent publication dates.

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You can listen to The Joseph Carlson Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts The Joseph Carlson Show?

The Joseph Carlson Show is created and hosted by The Joseph Carlson Show.
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