

The Joseph Carlson Show
The Joseph Carlson Show
The world of investing is no longer boring. We explore timeless wealth creation principles, current news and drama, as well as commentary and reaction from members of the community.
Episodes
Mentioned books

Jul 16, 2025 • 30min
ASML Stock Plunges -10% After Giving This Warning
00:00 ASML's Warning18:24 Big Banks Earnings Report20:10 Trump May Fire Jay Powell26:40 Project Kuiper Is Getting Closer

Jul 14, 2025 • 28min
Earnings Season Just Started, Here's What To Expect
This video provides an overview of the upcoming earnings season, highlighting key companies that are reporting from Monday to Friday. The video discusses what to expect from the earnings calls of JP Morgan Chase, ASML, TSM (Taiwan Semiconductor Manufacturing Company), GE (General Electric), Netflix, and American Express. For each company, the speaker provides a brief analysis of their recent performance, key metrics to watch for in their earnings reports, and potential risks and opportunities. The video also touches on broader themes such as the impact of AI on the tech sector, macroeconomic uncertainty, and geopolitical risks. The video concludes by encouraging viewers to subscribe for next week's earnings reports, which will include Google and Tesla.

5 snips
Jul 9, 2025 • 28min
I Just Bought $5,000 More Of This Compounding Machine
A deep dive into investing strategies reveals a $5,000 boost to Google stock while NVIDIA's market cap skyrockets to $4 trillion. The rivalry of credit scoring models sees VantageScore challenging FICO as mortgage dynamics shift. Waymo's adventurous plans include offering ride-hailing services for teens, promoting safety for parents. Autonomous vehicle testing heats up as Waymo navigates regulations in NYC, and an insightful interview kicks off a discussion on tech industry talent wars featuring heavyweights like Sam Altman and Mark Zuckerberg.

Jul 7, 2025 • 37min
AI Judged My Portfolio, Here’s what it said.
(00:00) Intro(01:00) AI Investment Analysis(21:00) Trump Tariffs Are Back(23:50) Musk Starts A Political Party(27:50) SharkNinja Innovation

Jul 1, 2025 • 40min
I Invested $100,000 Into This Company Already, And I’m More Bullish Now Than Ever
00:00 Overview04:40 Portfolio Update09:20 New Amazon Thesis22:09 Tom Lee Believes Markets Will Go higher25:00 Mark Mahaney, Google Is Top Pick30:20 Meta Poaching AI Employees34:51 Lululemon Sues Costco

Jun 26, 2025 • 30min
I Keep Buying This Stock (I Bought More Today)
00:00 Why I Keep Buying Equifax08:10 The US Bombs Iran, What Now13:30 Tesla Robotaxi Launch23:38 Zuckerberg Recruiting AI Talent27:10 Hims Down -30%28:57 Amazon Satellite Project

Jun 26, 2025 • 45min
The Most Undervalued Stocks In The Market
00:00 Google06:08 Meta07:37 Nvidia09:40 Spotify12:00 Apple15:10 Mastercard / Visa18:00 Amazon19:25 MSCI21:14 Uber24:00 ASML26:20 Adobe29:00 Intuit31:00 Equifax32:45 Netflix34:14 Tesla36:10 Palantir38:08 Lululemon40:10 AMD41:20 Costco42:17 Booking Holdings

Jun 18, 2025 • 41min
My Investing Game Plan If The US Goes To War With Iran
00:00 The US and Iran Situation06:00 My Game Plan13:50 Amazon CEO Says Fewer Employees25:30 The Robotaxi Battle Heats Up32:50 Sam Altman Microsoft & Meta Dispute

4 snips
Jun 16, 2025 • 38min
Ten AI Stocks To Buy Now
This discussion highlights the promising landscape of AI investments, featuring heavyweights like ASML, Meta, and Amazon. Intuit's innovative use of AI in products showcases how technology drives growth. Nvidia and Salesforce are examined for their robust potential in the sector. The importance of assessing market giants like Google and Oracle is emphasized, alongside a critical look at Palantir's valuation. Legal battles over AI content add a layer of intrigue, signaling both challenges and opportunities in this rapidly evolving domain.

Jun 6, 2025 • 42min
Elon And Trump Break Up - What Happens Now
00:00 Intro01:30 Must & Trump Ending33:56 Jobs Report35:00 LULU Stock Crashes37:00 Amazon Is Making Human Robots