The Joseph Carlson Show

Why This Famous Investor Is Betting Against These Stocks 01.03.2023 23:33 ↓

Jim Chanos is betting against these stocks, we go through each of them.

Episode 306 - Intel Just Lied To Investors 23.02.2023 28:04 ↓

We look back on clips of what the CEO of Intel told investors less than a month ago.

Episode 305 - 5 Quality Dividend Stocks I'm Buying Now 21.02.2023 31:46 ↓

In this episode I do analysis on 5 of my largest holdings.

Charlie Munger on Tesla, Disney, TSM, and Costco 21.02.2023 28:29 ↓

Charlie Munger shares his thoughts on a variety of different stocks and topics. I give my reaction in this episode.

Episode 304 - Microsoft Just Won The Search Wars 14.02.2023 25:36 ↓

I want to be clear about something, because I don't want this to get taken out of context when Google stock goes up in the future, which I fully expect it will. *I'm bullish on Google and currently have over $10,000 invested in the company in my growth portfolio*.   In terms of Google losing this battle, it's about positioning. Google is already the dominant market leader in search with...

Episode 303 - The Fed Is Bluffing, Time To Buy 02.02.2023 32:09 ↓

The market believes the fed has pivoted and it's time to finally buy stocks.

Episode 302 - The Secret Microsoft Will Not Say 02.02.2023 28:51 ↓

A monopoly will never talk about being a monopoly.

The Secret That Microsoft Will Not Say 27.01.2023 30:01 ↓

In Episode 302 we discuss Microsoft's earnings report and the CEO, Satya Nadella pouring cold water on the future outlook of the company.

Episode 301 - A Major Change Has Happened 25.01.2023 21:37 ↓

In Episode 301 we discuss Howard Marks predictions of a new reality for investors where the market has normalized. We've moved away from easy monetary policy and investors need to prepare.

Activist Investor Demands Google Fire 30,000 More Employees 24.01.2023 18:16 ↓

Chris Hohn, an activist investor is demanding Google continue layoffs. 

Netflix Is Back 21.01.2023 10:28 ↓

Netflix stock surges 7% after beating subscriber numbers by a wide margin and posting 1.6 billion in free cash flow.

Disney's Terrible Response To Investors 21.01.2023 22:27 ↓

Disney doesn't like the new activist investor.

Episode 300 - Terry Smith Is Angry, Here's Why 14.01.2023 33:56 ↓

Terry Smith's latest letter is out, and he had a lot to say.

This Activist Investor Is Saving Disney 14.01.2023 46:50 ↓

Billionaire and activist investor Nelson Peltz is asking to be on the board of Disney to help turn the company around. Disney is rejecting his offer and they're going to battle it out. I highlight why I think Peltz should be on the board, and how I view my current investment into Disney.

Episode 299 - How I Plan To Beat The Market 11.01.2023 33:38 ↓

In Episode 299, We discuss the key differences between the Joseph Carlson Show and other channels and investors, both in terms of investing style and mentality.

Big Tech Is Cheap 06.01.2023 26:11 ↓

I believe Amazon, Apple, Microsoft, Google, and Meta are cheap. Here's why.

Episode 298 - I Was Wrong 06.01.2023 27:05 ↓

In Episode 298 we discuss the investment analysis that I got wrong last year. What has changed over the past year in the fintech category, and how I'm strengthening my portfolio. We also go over Bed Bath & Beyond's Bankruptcy and Apple's new VR headset.

Why I'm Not Buying Tesla 01.01.2023 27:56 ↓

My thoughts on the bull cases of Tesla.

Episode 297 - What I'm Doing In 2023 31.12.2022 35:52 ↓

Here's what I'm doing with my dividend portfolio next year.

Episode 296 - 5 Stock I'm Buying In A Panic 31.12.2022 28:31 ↓

These are 5 stocks I think will do well in 2023.

Episode 295 - The Truth Behind Stock Buybacks 31.12.2022 21:06 ↓

In this episode, we go over a major component of total returns, the buyback. 

Top Ten Stock Market Predictions For 2023 29.12.2022 29:08 ↓

Top Ten Stock Market Predictions For 2023

Episode 294 - Why The Fed Keeps Killing The Market Rally 21.12.2022 19:24 ↓

In Episode 294, we discuss the statement from the FED, how they want to continue taking interest rates higher, and why that likely won't happen. We also discuss Teslas' Elon problem and SBF arrest

Amazon Stock Is Back To Pandemic Low 21.12.2022 21:54 ↓

Amazon has come full circle back to the pandemic lows. Many investors are asking if it's time to buy the dip. We discuss in this video.

Salesforce Is In Trouble 15.12.2022 25:40 ↓

Salesforce is facing an executive exodus, free cash flows are being eaten up by dilution, and tech companies pulling back on spending. I do a full examination of the stock and its current situation.