The Joseph Carlson Show

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.

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.

Tensions rise as the Fed faces scrutiny from President Trump and allegations of political pressure surface. The impacts of potential investigations and their threats to Fed independence are explored. Duolingo's leadership shake-up adds intrigue, alongside a valuation argument for the struggling company. Meanwhile, a groundbreaking partnership between Apple and Google aims to enhance Siri's intelligence. In the entertainment world, Paramount's aggressive moves to acquire Warner Bros. Discovery spark legal drama.

Discover Google's impressive market cap growth as it surpasses Apple, bolstered by advancements in AI and Gemini. Dive into trends in user growth, especially how Gemini outpaces ChatGPT. Explore the implications of Waymo's expanding ride service and examine the fallout from Paramount's rejected offers to Warner Bros. Plus, hear about Trump's plans to restrict Wall Street from buying homes and enjoy a wild story about AI-driven pranks leading to unexpected consequences!

Dive into the world of investment with a spotlight on ten outstanding companies! Learn how ASML's monopoly in EUV lithography is shaking up the industry. Discover Amazon's future potential through agentic AI and its ad revenue growth. Uncover the natural monopoly of credit rating agencies with S&P Global and Moody's. Compare Visa's approach to payment rails versus MasterCard's value-added services. Plus, find out why Netflix's subscriber growth helps it achieve scale and more!

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

Discover the essential blueprint for building a $1 million portfolio, emphasizing income growth over mere returns. Learn key stock selection principles that prioritize reliable compounders like Apple and Netflix, and get insights on effective portfolio management strategies. Additionally, explore the implications of a recent Waymo outage and how it compares to Tesla's systems. Finally, listen to a cautionary tale about gambling an inheritance and the risks of misattributing blame.

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