The Joseph Carlson Show

Business EN ↓ 603 episodes

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

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The Joseph Carlson Show

Episodes

AMD Stock Surges +30% After Deal With OpenAI 06.10.2025 34:18

AMD stock price surges, Paul Tudor Jones warns we're in a 1999 bubble, and we discuss how to make a portfolio defensive.

The Stock Market Valuation Is Worrying Analysts 03.10.2025 32:20

- Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- FICO goes after Equifax- Peter Lynch Interview Reaction

Uber, Spotify, Google Hedge Fund Analysis (My Reaction) 01.10.2025 23:20

Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.

5 Quality Stocks To Buy In An Overvalued Market 29.09.2025 33:07

The market is getting overvalued. We look at five high quality stocks that are still a deal.

Billionaire Investor Gives Critical Warning About AI CAPEX 27.09.2025 29:41

00:00 Overview 02:00 AI Capex Warning 13:22 Costco Earnings Report 18:50 Tia Lopez RadioShack Scheme 24:00 Duolingo Chess

Amazon Stock is Going to $400 (Full Analysis) 24.09.2025 35:24

00:00 Overview 02:30 The Amazon Thesis 26:30 Jimmy Kimmel Returns 33:20 Mark Mahaney Netflix

ASML Stock Jumps +30% In One Month, Here’s Why 22.09.2025 29:53

00:00 Overview 02:00 Why ASML Stock Is Surging 13:40 Nvidia $100b Investment 16:50 H1-B Visa Changes 21:40 Meta Live Demo Fail 24:02 Fail Of The Week

What I'm Buying And Selling In my $1.3 Million Portfolio 19.09.2025 41:01

00:00 Introduction 02:05 What I'm Buying and Selling 18:20 The Impact Of Rate Cuts 21:52 Jimmy Kimmel Suspension 36:55 Linkedin Tax-Saving Strategy

10 Deep Value Stocks To Buy Now 17.09.2025 44:04

00:00 Overview 02:50 Option Care Health 05:43 Twilio 08:35 U-Haul 09:39 Elf Beauty 11:44 Innodata 14:00 Vertiv 15:32 Aptiv 16:43 FirstCash 21:10 XQO 22:23 JBS 23:50 Interest Rates Lowered 25:54 Waymo Expansion and Safety 28:30 Comment Section

Why Everyone Is Buying This Stock Right Now 15.09.2025 24:23

00:00 The Case For Opendoor 18:10 Gemini Number One In App Store 20:19 Should We End Quarterly Reports

8 High Quality Undervalued Companies 12.09.2025 27:23

00:00 Portfolio Update 21:10 Paramount, Warner Bros, And Netflix 24:45 TikTok Interview

I Ranked The Moat Of Popular Stocks 08.09.2025 28:39

Does your stock have a strong hold or a picket fence? We discuss in this video.

Amazon's Growth Is About To Explode 05.09.2025 41:23

00:00 Overview 02:00 Amazon New Bull Case 16:50 Salesforce 24:22 Duolingo 36:00 Lululemon 38:00 Elon Musk Pay Package

What Is Google Actually Worth (A Full Breakdown) 02.09.2025 22:34

00:00 Overview 02:00 Google Valuation Breakdown 15:00 Investing In September 20:00 Kraft Heinz Split

This Stock Has More Upside Than Nvidia (Tom Lee's Top Pick) 27.08.2025 29:36

00:00 Intro 02:00 Nvidia Earnings 11:42 ChatGPT Legal Dispute 24:15 Google Case May Hurt Apple More 26:15 Cracker Barrel Rebrand Reversal 28:10 American Eagle Marketing

Ai Investors Are Getting Nervous 25.08.2025 33:30

00:00 Intro 02:00 Investors Are Nervous 11:50 US Buys 10% of Intel 20:00 Google Hits All-Time Highs 26:10 Netflix Stock Movie Hit 29:20 Uber CEO on Tesla & Waymo 31:16 TikTok Solves America Debt

Two Stocks To Buy As Interest Rates Go Lower 22.08.2025 35:26

00:00 Intro 02:05 Interest Rates Lowered 05:00 FICO & Equifax 17:30 Google Keeps Winning 24:24 Intuit Earnings 26:30 Cracker Barrel Rebranding

Here's A Full Look At My $1.3 Million Stock Portfolio 20.08.2025 42:59

00:00 Overview 04:48 Duolingo 09:20 Netflix 12:47 Amazon 14:42 S&P Global 16:22 Microsoft 18:49 Mastercard 20:33 Google 26:10 Costco 27:53 Intuit 29:32 Texas Roadhouse 31:12 Booking Holdings 33:22 Moody's 35:00 Salesforce 37:06 Equifax 39:22 ASML

Super Investors Are Buying These Compounding Machines 18.08.2025 26:38

00:00 Intro 01:55 Warren Buffett 06:00 Bill Ackman 11:21 Dev Kantesaria 15:30 Chris Hohn 18:00 AltaRock 20:00 Michael Burry 21:30 Terry Smith 24:30 ValueAct Capital 25:16 Tiger Global

I Finally Sold This Stock 14.08.2025 36:59

00:00 Overview 01:00 Trimming Texas Roadhouse 07:00 AI Eating Software 20:00 Apple's Robotics Play 23:00 Perplexity Offers To Buy Chrome 26:50 Mark Mahaney On Duolingo 30:26 Amazon Pushes Into Grocery 33:30 Paramount Buys UFC 35:50 Qualtrim on Cable News

Here's Why I'm Going To Keep Buying This Stock 07.08.2025 29:22

00:00 Overview 01:00 Duolingo Review 13:38 Responding To Comments 23:10 Texas Roadhouse 26:00 Uber and Waymo

Microsoft Just Changed The Game 31.07.2025 33:48

00:00 Microsoft 14:20 Meta 22:40 S&P Global 25:00 FICO 30:00 Mastercard 31:30 Spotify

Amazon Microsoft Apple and Meta Report Earnings This Week 29.07.2025 49:49

00:00 Intro02:20 Spotify06:30 United Health Group09:30 Sofi10:50 Visa & Mastercard12:15 Booking Holdings16:30 Starbucks and Cheesecake Factory18:40 Microsoft26:50 Meta31:01 Apple35:07 Amazon

Google Stock Will Keep Going Higher, Here’s Why 24.07.2025 46:48

00:00 Overview 01:28 Google Earnings Analysis 35:26 Tesla Earnings Analysis

ASML Stock Plunges -10% After Giving This Warning 16.07.2025 29:56

00:00 ASML's Warning18:24 Big Banks Earnings Report20:10 Trump May Fire Jay Powell26:40 Project Kuiper Is Getting Closer