
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.
AI Snips
Chapters
Transcript
Episode notes
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.
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.
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.
