The Joseph Carlson Show It’s Time To Sell America
Jan 20, 2026
The podcast dives into the ominous 'sell America' narrative as markets face a significant downturn. Joseph discusses the implications of geopolitical tensions and President Trump's Greenland comments. He reflects on Ray Dalio's warnings about a shift in global investment strategies. Amidst the chaos, he advocates for investing in durable U.S. companies like Amazon and Google. The conversation also touches on Netflix's earnings amid acquisition news, and Andy Jassy's insights on AI reshaping job markets.
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Sell-America Trade Is Short-Term Panic
- Markets are treating geopolitical rhetoric as a 'sell America' trade, hitting large US tech and dollar assets hard.
- Joseph Carlson argues this is short-term risk pricing, not a change to long-term US investment dominance.
Buy On Fear, Not Headlines
- Do use market sell-offs as buying opportunities for high-quality US companies you trust.
- Do focus on fundamentals, not headlines, when adding to positions during volatility.
Bought More Duolingo Amid Deep Red Position
- Joseph Carlson describes buying $5,000 more of Duolingo, making it a $20,000 position now deep in the red.
- He explains Wall Street punished Duolingo for a modest bookings miss despite strong user and revenue growth.