The Joseph Carlson Show

00:00 Overview02:00 Best & Worst Stocks Of 202529:50 2026 Predictions37:20 Fail Of The Week: The Nike Exploiter

00:00 Introduction02:00 Blueprint to $1 million Portfolio19:20 Waymo Causes Roadblock23:32 Fail Of The Week: losing Everything

00:00 Overview02:46 Paramount Was Denied19:45 Tom Lee Is Bearish21:17 Mark Mahaney on Google In 202624:11 Netflix Is Now In Podcasts25:38 Fail Of The Week: Director Tricks Netflix

The discussion dives into Barron's top stock picks for 2026, featuring a critical look at Amazon's growth potential driven by AWS and automation. Bristol Myers Squibb faces scrutiny due to pipeline risks, while Fairfax Financial is presented as a solid investment akin to Berkshire Hathaway. The episode also tackles Disney's intriguing licensing deal with OpenAI and Google's entry into real estate listings, which impacts Zillow's stock. Additionally, there's a funny take on regulatory missteps surrounding iRobot, showcasing the week's fail.

00:00 Overview02:00 Netflix Is Dead Money04:00 Outline Of My Buy Strategy08:00 Why Netflix Wins In Every Case24:30 Waymo Reaches 450,000 Rides Per Week29:00 Investors Are Turning Away From AI Stocks

Delve into the fascinating world of stock valuation with a focus on popular players like Mastercard and Meta, both labeled as having dislocated value. Explore Adobe's struggles against competition while being undervalued, and Amazon's cash flow uncertainties. Discover Nvidia's premium pricing amidst slowing growth and Uber's impressive free cash flow with disruption risks. The show also tackles Tesla's lofty expectations, Palantir's extreme valuation, and a surprising fail involving Waymo's robotaxi. Get insights on Paramount's hostile bid for Warner Bros and why Netflix remains an attractive option.

Netflix's massive acquisition of Warner Bros and HBO Max is set to shake up the media landscape. The focus is on Netflix's need for high-quality content to enhance its offerings. The podcast dives into the financial aspects, including expected debt and cost synergies, predicting significant savings. Regulatory risks are also discussed, alongside how this move could boost subscriber growth by cross-selling HBO. The timing and operational changes, like maintaining HBO’s brand, hint at a strategic path forward for Netflix.

The podcast dives into Google's surprising comeback and how it's shaking up the competition. OpenAI's Sam Altman declares a 'Code Red' focusing on enhancing ChatGPT amidst pressure from Gemini 3's user growth. The discussion highlights Google's ambitious plans with satellite data centers and long-term solar energy. Waymo's potential to transform healthcare by reducing accidents is also examined. Finally, Netflix's bold bid for Warner Bros. prompts a look at its financial strategy.

00:00 Introduction03:16 My Biggest Buy (Mastercard)15:30 Google VS Nvidia25:00 Stranger Things Premiere26:52 Fail Of The Week: Gene Munster Google Take

00:00 Introduction02:00 Ray Dalio & Michael Burry Bubble Talk18:29 Google Stock Goes Up 6%23:28 I Bought More Mastercard & Sold Booking Holdings18:17 My Favorite Things