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.
Latest episodes
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
Jun 2, 2025 • 43min
The 5 Best Growth Stocks for Second Half Of 2025
This insightful discussion begins with the importance of portfolio reevaluation, showcasing impressive gains. It highlights Netflix's growth versus Amazon's diverse strategy, pointing to both companies' potential. The analysis then shifts to tech giants, revealing Google's resilience and Microsoft’s market position. Finally, there's an exciting look at Meta's AI-driven advertising strategy, emphasizing the shift to hyper-targeted marketing and a bullish outlook for the future.
May 27, 2025 • 29min
Five Quality Stocks To Buy Now
The discussion kicks off with a look at how high-quality companies like S&P Global and Costco are thriving. FICO's recent stock dip is analyzed amid regulatory hurdles, but long-term potential is emphasized. The mortgage industry faces changes impacting credit reporting practices, highlighting the risks of insufficient borrower evaluations. Salesforce's strategic acquisition of Informatica is unpacked, showcasing how it strengthens data management and AI. Finally, ASML's lithography monopoly and the competitive outlook for Amazon and Google are critically examined.
May 21, 2025 • 35min
Google Just Declared War On ChatGPT
The discussion kicks off with Google's exciting new Gemini app featuring cutting-edge AI and live video elements, setting the stage for fierce competition in tech. Transitioning to autonomous driving, the contrasting strategies of Waymo and Tesla reveal insights into their respective strengths. Financial woes are highlighted with FICO's stock drop due to controversial remarks, while Equifax remains strong. Finally, Klarna's battles with consumer defaults complicate its IPO ambitions, painting a vivid picture of the financial landscape.
May 19, 2025 • 22min
United Health Group Stock Drops 50% As Moody’s Lowers US Credit Rating
00:00 Intro02:02 United Health Group 10:37 Moody's Downgrades US Govt Debt17:02 GTA 6 CEO Interview20:00 Police Officer vs Waymo
May 16, 2025 • 51min
Super Investors Buys & Google CEO Answers Tough Questions
00:00 intro02:22 Bill Ackman 13f08:40 Michael Burry 13f13:38 Christopher Boomstran 13f20:20 Dev Kantesaria 13f22:56 Berkshire 13f25:00 Chris Hohn 13f26:10 Terry Smith 13f28:00 Sundar Pichai Answers Tough Questions45:00 Fail Of The Week: Financial Times on Sam Altmans Cooking
May 14, 2025 • 42min
Elite Super Investor Explains How To Beat The Market
In a fascinating interview, a top investor shares how he's achieved annualized returns of 17% to 20%. They delve into the concept of competitive moats, highlighting how companies like Meta and Netflix secure their market positions. The discussion also tackles customer switching costs in software and the significance of recurring revenue. Insights on strategic pricing power and long-term growth strategies reveal how firms like Airbnb adapt in a changing landscape, while exploring branding challenges faced by tech giants like Waymo.
May 12, 2025 • 32min
The US-China Trade Deal Explained
00:00 intro02:05 US-China Trade Deal16:03 Biggest Fail Of The Year21:13 Regulation of Pharma Prices28:24 Why Is Microsoft Azure Growing So Fast
May 9, 2025 • 27min
The Stock Market Is Now A Rocket Ship, According To Trump
00:00 Intro02:00 US and UK Trade Deal Analysis07:30 Google Stock Struggles15:20 Palantir Top Ten Tech Stock22:50 Cathie Wood Tesla Prediction
May 2, 2025 • 36min
Big Tech Just Saved The Stock Market
00:00 Intro02:21 Big Tech vs The Bears07:00 Microsoft Earnings14:00 Apple Earnings 17:46 Meta Earnings22:58 Amazon Earning29:40 Job Report34:15: GTA 6 Delay
