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
Jul 29, 2024 • 46min
Let’s talk about earnings this week
Delve into a week of mixed earnings results with insights on McDonald's disappointing report and shifting consumer habits. Explore growth challenges for SoFi and PayPal, and Starbucks facing activist pressures. Discover Meta's shift towards AI efficiency and Amazon's continued potential in advertising and AWS. Plus, a look at Apple's service-oriented transition and Booking Holdings' strategies in a competitive travel market. This lively discussion covers the highlights and what they mean for investors.
Jul 17, 2024 • 29min
My Biggest Earnings Predictions This Week
The podcast discusses earnings predictions for ASML, TSM, Netflix, Dominos, and American Express. It analyzes semiconductor companies' performance, compares hardware and software sectors, predicts restaurant stock outcomes, and evaluates credit card companies for investment choices.
Jul 8, 2024 • 27min
The NVIDIA Bubble Is About To Pop
The podcast discusses the potential glut in demand for NVIDIA products, insider selling in the company, the current market melt-up, Boeing pleading guilty, and a Paramount merger announcement.
Jul 3, 2024 • 26min
This Market Is Going Higher (Tom Lee Bull Thesis)
Financial analyst Tom Lee shares his bullish market thesis, predicting a 5% increase in the S&P 500. The podcast also covers Jeff Bezos selling Amazon shares, Chipotle's portion size issue, and Sam's Club lowering its membership price.
Jul 1, 2024 • 27min
How I’m Investing In 2024
Discussion on Meta's new choices for users by EU, Redbox bankruptcy, fund managers' excuses for underperformance due to missing Nvidia stocks.
Jun 25, 2024 • 31min
Investors Believe The Stock Market Has Reached A Tipping Point
Survey shows the majority of investors believe the market is at a tipping point. Five men were convicted of running a fraudulent streaming service. Apple is being fined by the EU again. Amazon's AI Alexa may be an additional subscription.
Jun 20, 2024 • 31min
Nvidia’s Plan To Dominate Amazon
Nvidia exploits it's dominance in chip making to become a software company. Social media influencers aren't getting rich. Netflix competes with Disneyland. Apple has a problem in China.
Jun 18, 2024 • 26min
How To Invest In This Bull Market
00:00 Intro
02:25 How To Invest In This Bull Market
17:38 Surgeons General Warning For Social Media Companies
21:23 Adobe Is Deceiving Customers
Jun 12, 2024 • 23min
Tim Cook Reveals Apple’s New Growth Strategy
Apple just introduced a new default position. We discuss the potential impact of this on this episode.
Jun 10, 2024 • 18min
The Truth About Apple Intelligence
Apple has a plan for selling more iPhones and avoiding regulation. We discuss their plan in this episode.
