The Joseph Carlson Show

4 Compounding Machines To Buy Now

8 snips
Jan 14, 2026
Dive into the world of market dynamics with insights on Netflix's strategic acquisition of Warner Bros and its implications. Discover how JPMorgan is emerging as a tech-like powerhouse in finance. Learn about Amazon’s robotics innovations driving profit margins higher. Plus, uncover the personalization edge of Google's Gemini that utilizes your favorite apps for a tailored experience. Don't miss the quirky fail of the week featuring Matthew McConaughey's trademark antics against AI.
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INSIGHT

Netflix Becomes Indisputable Content Leader

  • Netflix's acquisition of Warner Bros. gives it unmatched content depth and production capacity.
  • The deal strengthens Netflix structurally by adding premium IP while avoiding Discovery's declining cable assets.
ADVICE

Expect Volatility When Buying Netflix

  • Be prepared for volatility and possible further downside when buying into Netflix around this deal.
  • Consider $70 as a potential low-end scenario while weighing long-term upside if the acquisition succeeds.
ANECDOTE

My JPMorgan Win-and-Shouldn't-Have-Sold Story

  • Joseph Carlson recounts buying JPMorgan at COVID lows and later selling for a $15,000 gain.
  • He now regrets selling because the stock has more than doubled since then.
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