The Joseph Carlson Show

The Joseph Carlson Show
undefined
Jul 24, 2023 • 25min

The First Week Of Earnings - A Bad Start

00:00 Preview 01:23 Earnings Week 05:34 Threads Slowdown 09:45 Sergey Brin Is Back At Google 11:10 Netflix Earnings Report 15:56 Tesla Earnings Report 20:41 TikTok Financial Advice
undefined
Jul 24, 2023 • 36min

The Biggest Earnings Week 2 (My Predictions)

00:00 Intro 02:34 Dominos 06:14 Verizon and AT&T 09:46 Spotify 12:40 Microsoft 16:20 Google 18:40 Snapchat 20:19 Visa and Mastercard 22:35 Union Pacific 24:20 Meta 26:30 Chipotle 28:51 McDonalds 29:44 Crocs 31:50 Intel 33:10 Roku
undefined
Jul 13, 2023 • 28min

Episode 332 - Inflation Is Done, What I'm Doing Now

00:00 Preview 01:35 Inflation Is Done 10:16 Microsoft Merger 17:55 Terry Smith Update 24:50 Amazon Prime Day
undefined
Jul 11, 2023 • 32min

Why Big Tech Always Wins

A look into why big tech companies like Apple, Microsoft, Amazon, and Google always outperform benchmarks. Topics include Apple's seamless ecosystem and disruption in the FinTech industry, leveraging existing advantages to grow, and the importance of cohesive product offerings for big tech companies.
undefined
Jun 30, 2023 • 28min

Episode 329 - Apple hit 3 Trillion, Why It Will Hit 4 Trillion Next Year

Apple hits 3 trillion market cap.
undefined
Jun 29, 2023 • 16min

Here's When I'll Sell My Stocks

Here's When I'll Sell My Stocks
undefined
Jun 28, 2023 • 26min

Episode 328 - We're Now In The Everything Bubble

Seth Klarman warns about the everything bubble. Satya Nadella has a goal for 500 billion in revenue by 2030. VICI may be buying the Bellagio. And the TikTok financial advice has an unexpected turn.
undefined
Jun 26, 2023 • 29min

Why Cruise Lines Are Beating The Market

Carnival Corporation stock is up 80% Year To Date. With the recent sell-off after earnings, is now the time to buy?
undefined
Jun 24, 2023 • 27min

Episode 327 - I Valued Every Stock I Own

Valuation of companies in portfolio, FTC suing Amazon, Elon vs Mark Zuckerberg cage match, generational wealth hack using business credit
undefined
Jun 16, 2023 • 32min

Episode 326 - Big Tech Is Not Cheap Anymore

In this Episode I review how far the market has come from the past year, my previous valuations on my companies, and where they stand now.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app