The Joseph Carlson Show

This video analyzes the significant decline in the stock market triggered by the White House's newly implemented tariff policies, highlighting the resulting loss of investor confidence and the criticisms from business leaders and even Trump supporters who fear economic damage; it also presents the counter-argument from a White House trade advisor defending the tariffs as necessary to address t...

We break down what this tariff plan means for the future

00:00 Intro 04:08 Why Big Tech Is Undervalued 22:02 Waymo & Uber 26:13 Google Is Ahead In AI 31:05 Amazon Implementing AI 34:00 Berkshire Giveaway

00:00 Intro 02:00 Google Buying Wiz 13:25 Market Continues Downward 15:41 Zoox Robotaxi Expansion 20:48 Mark Rober Vs Tesla 39:17 Costco Pressures Chinese Suppliers 43:18 Analysts Upgrade Netflix

00:00 Introduction 04:21 Apple 07:25 Google 10:18 Costco 14:09 FICO 16:48 Amazon 20:30 S&P Global 21:30 Texas Roadhouse 24:35 Moody's 25:25 Palantir 27:45 ASML 29:34 Salesforce 31:15 Microsoft 33:25 VICI 33:50 Mastercard 36:00 Uber 38:15 Intuit 39:56 Booking Holdings 43:10 Netflix

00:00 Introduction 03:37 Booking Holdings Results 06:10 Texas Roadhouse Results 08:16 Dominos Results 08:49 Hims Earnings 15:06 Home Depot & Lowes Earnings 16:40 Intuit Earnings 21:01 Salesforce Earnings 27:00 Nvidia Earnings 31:53 Apple $500b investment 36:53 Microsoft Cancels Data Leases 38:34 Streaming Is Taking Over Cable

We look at the portfolio updates from Dev Kantesaria, Bill Ackman, Buffett, Michael Burry, and Chuck Akre.

This is part 1 of the super investor 13f reviews.

00:00 Intro 02:43 Why Everyone Is Selling Big Tech 16:46 Expedia & Booking Holdings 17:50 Bill Ackman Buys Uber

Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.

This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.

00:00 Intro 01:59 Netflix Earnings 08:31 Ally Financial Earnings 10:37 FICO Earnings 12:00 Intel Earnings 12:47 American Express Earnings 12:56 The Impacts of Trump Tariffs 19:00 Walgreens vs Fridge Door Company

00:00 Intro 02:50 The Market Sell Off 05:01 ASML 07:50 Google 13:14 Amazon 16:40 S&P Global 19:08 Uber 22:12 Nike 24:40 AMAT 26:04 AMD 28:00 Booking Holdings 31:22 Intuit 34:45 Terry Smith Investment Letter 43:03 TikTok Ban 45:19 Reaction To Gambler

00:00 Intro 02:35 The Future Of AI 16:40 Buying The Dip In ASML 24:30 Mark Zuckerberg Joins Trump 29:30 Disney Buys Fubo

00:00 Intro 02:04 Alibaba 05:37 Google 06:45 ASML 09:50 Berkshire Hathaway 14:02 Citigroup 16:10 Everest Group 18:45 LVMH 19:33 Moderna 21:31 SLB 22:25 Uber 27:43 Netflix NFL Stream 30:57 Microsoft Forces Copilot

I rank 22 of the most popular stocks by their free cash flow profile.

As stocks hit all time highs we take a look at Jeff Bezos involvement with Amazon.

00:00 Intro 02:45 Qualtrim Free Trial 03:11 Amazon's Push Into AI Deepens 22:24 Salesforce Stock Jumps 11% 33:05 Texas Roadhouse Gets Free Ads 34:23 UNH Executive Attacked

00:00 Intro 02:40 Signs Of The Market Top 19:19 Target 20% Sell Off 21:08 Netflix Mike Tyson Jake Paul Event 23:09 Google Selling Google Chrome 25:19 Congress vs Visa & Mastercard

00:00 Intro 00:55 Warren Buffett 11:35 Bill Ackman 16:26 Terry Smith 18:50 Dev Kantesaria 25:18 Josh Tarasoff 26:40 Pat Dorsey 29:06 Polen Capital 31:00 Chris Hohn 32:45 Michael Burry 34:15 AltaRock 35:40 Chuck Akre 38:11 Conclusion and Warnings

00:00 Intro 01:18 Best Stocks In 2024 20:30 Spotify Earnings Analysis 23:30 Apple Next Big Device 25:33 Amazon's New Discount Store 28:05 Disney Earnings Preview

00:00 Intro 02:00 Salesforce Stock Surges 13:00 Netflix Shifts To Live Streaming 15:50 Bitcoin New High 18:41 Take Two CEO on AI

We examine the biggest winners and losers of the past week.

00:00 Trump Wins 08:15 Company Specific Impacts

00:00 Intro 02:29 Election Investing 07:30 Election Impact 12:04 Palantir Earnings 16:00 Buffett Is Selling 19:43 TikTok Day Trading