The Joseph Carlson Show

The Joseph Carlson Show
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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.
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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
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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
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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
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Apr 30, 2025 • 32min

Why the Negative GDP Report Isn’t What It Seems

00:00 Intro02:00 Portfolio Overview04:55 The Upcoming Recession11:11 S&P Global Earnings17:33 Visa Earnings19:50 Booking Holdings Earnings25:00 FICO Earnings25:48 Spotify Earnings26:46 Microsoft / Meta Upcoming Earnings27:00 Amazon Upcoming Earnings
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Apr 28, 2025 • 37min

Big Tech is About To Save The Market

00:00 Intro03:00 S&P Gobal08:22 Spotify11:59 Visa / Mastercard14:20 Booking Holdings18:14 Microsoft22:00 Meta22:30 Amazon34:15 Apple
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Apr 25, 2025 • 26min

Google Is The Next eBay, According To Analysts

00:00 Intro01:38 Google's Now eBay According To Analysts19:31 Consumer Outlook Worsens27:36 New Slate Truck
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Apr 23, 2025 • 23min

Stocks Are Going Crazy, Here’s Why

00:00 Intro01:00 Why Stocks Are Up05:06 Why Tesla Surged13:45 Equifax Earnings Reaction18:52 Moody's Earnings Reaction22:34 Portfolio Performance
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Apr 21, 2025 • 29min

Google And Tesla Earnings Prediction

00:00 Intro01:33 Google09:15 Tesla14:00 Moody's15:00 Equifax17:30 Chipotle18:13 ServiceNow21:09 Trump Firing Jay Powell24:00 Netflix Earnings
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Apr 15, 2025 • 30min

The Most Chaotic Earnings Season Just Started

Get ready for a packed week in the stock market as earnings season heats up. This video breaks down what to watch from major companies like ASML, TSM, and Netflix — from financial disclosures to key management insights. We dive into the broader earnings outlook, explore how slowing consumer demand and tariff uncertainty could shake up results, and analyze which stocks could move big.Plus:A surprising twist involving an “AI-powered” shopping app (really powered by humans) 👀A look at clashing market views from Ray Dalio (bearish) and Tom Lee (bullish)Don’t miss this data-driven preview to get prepped for the week!

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