The Joseph Carlson Show

00:00 Intro 01:44 Portfolio Update 09:40 Top Five Best and Worst Stocks 20:00 Jobs Report Blows Past Expectations 22:13 The Port Strike Is Over 25:48 Amazon's $100M Mr Beast Show

00:00 Intro 01:45 Palantir Is Expensive 17:09 Netflix Cancellations Spike 25:10 Tim Sweeney Sues Google 28:55 Google Pays 2.7 Billion For One Employee

00:00 Intro 01:30 Portfolio Update 04:40 The Coin Flip Market 10:20 Costco Earnings 18:38 Big Tech Valuations 28:14 Amazon Employees Want to Quit 30:44 I Don't Trust Sam Altman

00:00 Intro 01:10 Visa Sued By DOJ 16:40 Nike Gets A New CEO 21:57 Gen Z and Millennials are Doom Spending

00:00 Intro 00:57 The Market Reached an All Time High11:43 Amazon Makes Seller AI Tool13:59 Walmart Bypassing Visa & Mastercard16:00 Olive Garden Stock Jumps17:50 TikTok / Reel Finance

Are we on the verge of interest rate cuts? The discussion reveals how these monetary policies impact major companies like Apple and Chipotle. There's a deep dive into Chipotle’s innovative use of robotics. Plus, a look at U.S. regulations that are reshaping e-commerce by closing loopholes used by companies like Temu. The podcast also critiques Nike's recent strategy shifts and their bid to regain coolness amidst stiff competition. These insights spark conversation about the current market landscape and future prospects.

Dive into the fascinating world of a $750,000 dividend portfolio! Discover the key companies driving dividend income and the importance of reinvesting for growth. Explore recent earnings reports, including Adobe's take on AI investments. Learn about the exciting partnership between Uber and Waymo in autonomous ride-sharing and Mastercard's strategic acquisition to enhance its cybersecurity capabilities. This blend of finance and tech insights offers a unique perspective on investment strategies today.

Steve Eisman, a prominent investor known for his sharp insights in finance, joins to dissect the current AI landscape. He questions whether the surge in investments in companies like NVIDIA signals a bubble. The discussion delves into the sustainability of AI growth and its implications for investors. Eisman also shares thoughts on the stability of financial sectors amidst political shifts and unexpected economic resilience among low-income consumers, painting a complex picture of today's market.

00:00 Intro 03:11 Google Will Recover 18:00 The Apple Event 25:18 Disney Leaked Data

Dive into the fascinating world of investing as the speaker shares their philosophy shaped by years of portfolio building. Explore the potential of giants like S&P Global and Mastercard, while also uncovering innovative strategies from Costco and Texas Roadhouse. Gain insights into Moody's crucial role in the debt market and discover why Booking Holdings stands out in travel. Learn about market dynamics influencing Salesforce, VICI, Intuit, and Apple, all while considering the impact of global GDP trends on investment opportunities.