Explore every episode of the podcast The Joseph Carlson Show
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The Best Stocks To Buy This Week | 19 Oct 2026 | 00:38:38 | |
00:00 Earnings Season Heats Up & AI Bubble Fears 01:26 Qualtrim Membership 02:24 SpaceX Earnings: Starlink, Space & AI 05:47 SpaceX vs. Amazon: The Valuation Problem 09:24 Netflix Earnings: A Buying Opportunity? 12:16 ASML: When Market Narratives Create Opportunity 14:33 Netflix's Engagement Concerns & Layoffs 18:17 Meta Earnings: Advertising Power & AI Spending 21:08 Tesla Earnings: Robotaxis, Competition & Valuation 24:44 Moody's Earnings: A Long-Term Compounder 25:47 Brad Gerstner: Bullish on AI but Selling Stocks? 31:40 The Size of Gerstner's Hedge Fund vs. Long-Only Fund 34:07 Fail of the Week: ESPN Embraces Sports Gambling 35:30 How Gambling Advertising Influences Journalism | |||
| The Entire Market Relies On These Stocks | 12 Oct 2026 | 00:32:31 | |
The new earnings season has started where the majority of growth is coming from a few AI companies. | |||
| The AI Bubble Is Popping | 08 Oct 2026 | 00:20:39 | |
Michael Burry and Ray Dalio are both warning of an impending AI bubble. In this epiosde we look at their history and what actions investors should take with these type of warnings. | |||
| Three Turn-Around Stocks I’m Buying Today | 05 Oct 2026 | 00:35:47 | |
0:00 I Bought 3 Turnaround Stocks 1:31 Netflix — Buying More After the Selloff 6:37 Netflix’s Growth Is Being Misunderstood 10:35 The Netflix “Low-Quality Content” Criticism 17:53 Uber — Buying the 30%+ Drop 21:18 S&P Global — My Third Purchase 24:13 Nike — Why I’m Still Avoiding It 26:03 FICO — Great Business, Major Risk 27:42 Tom Lee Says Investors Are Too Pessimistic 29:12 Fail of the Week: Apple vs. AI Agents | |||
| Google And Meta Will Beat OpenAI And Anthropic | 01 Oct 2026 | 00:31:21 | |
0:00 Why Google & Meta Could Win AI 2:08 The AI Race: OpenAI vs. Anthropic 3:33 Meta Goes All-In on AI 5:08 Google's Comeback With Gemini 7:04 Gemini 4 Benchmarks 9:33 Google & Meta's Financial Advantage 12:16 Free AI, Pricing & Monetization 17:26 Trust, Distribution & OpenAI's Super-App Problem 23:05 Netflix Selloff & Ted Sarandos 25:52 FICO's Stock Collapse | |||
| How I’m Investing With $1.5 Million Stock Portfolio | 28 Sep 2026 | 00:35:47 | |
I break down my $1.5 million stock portfolio, including what I’m doing with Google after it fell behind in the AI model race, Meta’s recent surge and new enterprise push, and updates on Amazon, Mastercard, ASML, S&P Global, Netflix, Uber, DoorDash, and more. I also look at the growing debate over AI and jobs, contrasting Jensen Huang’s optimistic view with Andrew Yang’s concerns about automation, before finishing with Bob Chapek’s comments about what happened behind the scenes at Disney and Bob Iger’s return. 0:00 Intro 1:31 $1.5 Million Portfolio Update 3:04 Google Falling Behind in AI 7:29 Meta’s Huge Comeback 10:35 Amazon & the Portfolio 16:29 Netflix Gets Crushed 23:08 Jensen Huang vs. Andrew Yang on AI 32:20 Bob Iger — Fail of the Week | |||
| Everything Just Changed For Meta | 21 Sep 2026 | 00:29:58 | |
Meta stock is surging, Muse is taking off, and now Amazon is fighting back. In this episode, I break down Meta’s massive move higher, why sentiment around the company has shifted so quickly, and why Amazon’s decision to block Muse may be less about “security and privacy” and more about protecting its advertising business and its direct relationship with customers. We’ll look at what happens if AI agents become the new way people shop online, how Meta could respond to Amazon’s blockade, and why I think this fight is only the beginning.We also have a new Fail of the Week. Andrew Yang went on CNBC with an extraordinary claim that rogue AI bots have “polluted” the internet to the point that major AI companies can no longer use it for training. I dig into what he actually said, whether there’s evidence behind it, and why the technical explanation raises some major questions. Plus, we revisit Gene Munster’s bearish Meta call after the stock’s huge rebound and take a closer look at just how quickly the AI landscape is changing.0:00 Meta, Muse & Amazon: The War Begins 2:00 Why Meta Stock Is Surging 3:39 Muse Changes the Meta Story 10:22 Amazon Blocks Muse 13:21 The Real Reason Amazon Is Worried 16:41 How Meta Can Respond 21:55 Gene Munster’s Meta Call Revisited 23:10 Andrew Yang’s “Polluted Internet” Claim | |||
| Warning: Investors Must Prepare For The Agentic Takeover | 18 Sep 2026 | 00:43:28 | |
AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and eventually negotiating with other machines on our behalf.That shift could have enormous consequences for some of the world’s biggest companies.In this episode, I look at the rise of agentic commerce and a simple framework for determining which businesses are most exposed: How much of their value comes from removing friction, and how much scarce infrastructure or capability remains once that friction disappears?We break down what this could mean for Booking Holdings, DoorDash, Intuit, Google, Amazon, Uber, Duolingo, Microsoft, Meta, Visa, Mastercard, ASML, S&P Global, Costco, Netflix, Texas Roadhouse, and more.Some businesses may lose their direct relationship with the customer. Others could become even more valuable as AI agents increase transactions, computing demand, and the need for trusted infrastructure.The question may no longer be, “Can AI automate this business?”It may be: “What happens when an AI agent becomes the customer’s gatekeeper?”0:00 The Agentic Commerce Thesis 2:03 Meta Muse: The First Real Consumer Agent 5:43 How AI Agents Could Reshape Business 7:26 The Friction Framework: Who Is Most Exposed? 11:57 The Four Stages of the Agent Economy 18:28 Booking Holdings, DoorDash & Intuit 27:12 Google, Amazon, Uber & Duolingo 32:15 Microsoft, Meta, Visa & Mastercard 36:50 ASML, S&P Global, Costco, Netflix & Texas Roadhouse 41:14 Which Companies Are Most Exposed to AI Agents? | |||
| The Best Stock To Buy During The "AI Slowdown" | 14 Sep 2026 | 00:35:38 | |
0:00 The AI Slowdown Battle 4:05 Why Meta Benefits Most 6:49 How Meta Wins Either Way 12:41 Meta’s New AI Assistant 15:41 Zuckerberg’s Track Record 20:43 Dario’s Real Incentives 29:21 The Problem With “Coordinated Pacing” 31:46 Fail of the Week: Hunter Biden’s Meme Coin | |||
| The AI Conspiracy Is Blowing Up | 10 Sep 2026 | 00:26:35 | |
Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode. | |||
| Something Has Gone Terribly Wrong | 03 Sep 2026 | 00:24:44 | |
00:00 What's Happneing In The Stock Market 17:31 Microsoft to Reveal Cloud Growth 19:45 S&P Global To Sell Capital IQ 21:52 Google Avoids Breakup 23:00 Fail Of The Week: Teleprompter Operator | |||
| Investor Warning: They’re All Lying To You About AI | 31 Aug 2026 | 00:41:34 | |
Why the biggest bear, Ed Zitron, belives AI is a con. | |||
| Meta Wins A Massive Strategic Victory | 26 Aug 2026 | 00:29:44 | |
00:00 Meta Strategic Victory In Lawsuit 18:30 Microsoft Is Hiding From Investors 21:23 Netflix May Offer Peacock Through It's Service 26:15 Win Of The Week: SharkNinja's Innovation | |||
| ’m Buying $10,000 Of This Company Next | 24 Aug 2026 | 00:43:11 | |
00:00 Buy Prices For Every Stock 26:18 Uber Hit Piece 38:50 Fail Of The Week: Gene Munster | |||
| How I Built A $1.5 Million Portfolio | 20 Aug 2026 | 00:35:00 | |
00:00 How To Have An Edge In Investing 15:02 Sharing My Investment Journey 19:15 Top Pick 1: Meta 23:50 Top Pick 2: Uber 25:50 Top Pick 3: S&P Global 27:30 Duolingo DAU Update 29:20 Fail Of The Week: Amazon Drone Delivery 30:45 New Carlson Family Member | |||
| All The Pros All Buying These Companies | 17 Aug 2026 | 00:33:41 | |
00:00 Super Investor Portfolio Update 23:00 Meta Lawsuit Gets Worse | |||
| Bill Ackman Just Bought 6 New Stocks | 13 Aug 2026 | 00:23:37 | |
In this episode we review Bill Ackmans new buys. | |||
| 9 Stocks That Could Make You Rich | 12 Aug 2026 | 00:29:14 | |
00:00 Overview 01:24 IMAX 08:33 Reddit 11:39 MELI 13:20 Adobe 16:28 Nike 17:50 Rollins 19:40 Copart 23:04 Nebius 24:58 Cava 26:35 Fail Of The Week: Elisson vs California | |||
| Three Top Stocks To Buy Today | 10 Aug 2026 | 00:28:57 | |
00:00 Introduction 01:00 A History Of Picking Stocks 06:30 Uber 11:50 Meta 18:02 Netflix 20:15 Semianalysis Gemini Has Lost 23:48 Fail Of The Week: Keith Rabois | |||
| Market Sentiment Is Quickly Changing | 03 Aug 2026 | 00:25:29 | |
00:00 Intro 02:30 AWS Has Changed The Market 11:26 FICO Earnings 14:24 Uber & DoorDash 19:00 Duolingo 22:00 Texas Roadhouse 23:00 Tom Lee 2027 Prediction | |||
| I’m Buying More Today | 31 Jul 2026 | 00:27:05 | |
Google, Microsoft, and Amazon have followed a pattern of their CAPEX having initial skepticism eventually followed by acceptance. This will happen with Meta as well. In each case there were 'reasons' that the stock deserved to be down. With Google it was that ChatGPT would disrupt search, Microsoft it was Claude would disrupt the software bundle and the backlog was too concentrated, Amazon it was large CAPEX spend with no flagship model. With Meta it's that they have no public cloud business. Like all the others, investors will eventually be convinced with Meta as well. | |||
| Investors Are Missing The Best Opportunity In Years | 27 Jul 2026 | 00:44:27 | |
00:00 Introduction 03:01 PayPal Stock 08:33 S&P Global Earnings 12:36 Visa and Mastercard 17:16 FICO and Robinhood 19:38 Meta and Microsoft Earnings 27:05 The Three Layers of AI 37:05 ASML and China’s Chip Machines 39:11 AI, Hiring, and the Future of Jobs 41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem | |||
| Why The Market’s Not Reacting To The Biggest Earnings | 15 Jul 2026 | 00:20:39 | |
00:00 Introduction 02:00 ASML Earnings Reaction 10:00 Netflix Earnings Tomorrow 11:50 JP Morgan & The Banks 12:20 Buffett Reveals He Bought Google Fail Of The Week: Kalshi & New York City | |||
| Value Investing Has Finally Died | 09 Jul 2026 | 00:35:55 | |
00:00 The Growth of Momentum Investing 19:00 How Buffett Comapres To Terry Smith 29:00 Starbucks Is Building Their Own Software 32:00 Fail Of The Week: AI Cheating In School | |||
| 9 Best Stocks To Buy In July | 06 Jul 2026 | 00:39:27 | |
00:00 Market Dynamics & 9 Stocks 28:36 Tom Lee On July Strength 31:00 Fail Of The Week: Michael Saylor | |||
| Stocks Will Fall -70% According To This Expert | 29 Jun 2026 | 00:35:33 | |
00:00 Jeremy Grantham Predictions 18:20 Zuckerberg Talks About Meta's Spend 33:40 Fail Of The Week: Polen Capital Collapse | |||
| The AI Boom Is Starting To Crack | 25 Jun 2026 | 00:28:02 | |
00:00 The AI Trade Is Cracking 07:36 Netflix At 52 Week Low 17:00 Meta Sell-Off Continues 23:40 Fail Of The Week: JP Morgan Community Manager | |||
| I Just Bought Two NEW Stocks | 22 Jun 2026 | 00:48:14 | |
00:00 Introduction 02:00 The Market Is Focused on AI 13:40 Why Uber & DoorDash 25:00 Google's Stock Goes Down Today 29:00 Fail Of The Week: Polymarket | |||
| I Invested $182,000 Into This Broken Company | 17 Jun 2026 | 00:30:18 | |
Why Meta is my biggest single bet today. | |||
| Investing Legend Warns About This Market | 15 Jun 2026 | 00:26:01 | |
00:00 Intro 02:00 Portfolio Update 10:00 SpaceX IPO Reaction 22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds | |||
| I'm Buying These Undervalued Stocks | 10 Jun 2026 | 00:31:14 | |
00:00 Intro 02:00 11 Top Undervalued Stocks To Buy 18:26 ASML's Dominance Continues 25:00 Social Reckoning Movie Trailer | |||
| These Stocks Are Going Down | 08 Jun 2026 | 00:25:50 | |
00:00 Overview 02:00 The Market Is Getting More Volatile 08:00 Steve Eisman's Bearish Take 19:48 Meta Rumored Equity Raise 22:00 Fail Of The Week: Sam Bankman-Fried | |||
| Google Is Fooling Everyone | 02 Jun 2026 | 00:35:39 | |
0:00 Intro 02:00 Google's Strategic Reason For Record Dilution 26:09 Tom Lee Explains Next 3 Year Bull Run 19:00 YouTubers Are Taking Over Hollywood 32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation | |||
| My Investing Plan For The Next 5 Years | 26 May 2026 | 00:31:41 | |
In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype. 0:00 AI winners, losers, and the investing roadmap 2:21 Phase 1: The AI scarcity boom 5:31 Why today’s AI winners may not stay winners 7:00 ASML, Nvidia, and durable supply-chain advantages 9:04 The danger of assuming cyclicals are no longer cyclical 11:13 Phase 3: Hyperscalers take control 16:09 Software stocks: AI disruption or rerating opportunity? 20:06 How I’m positioning my portfolio 23:13 Ferrari’s EV and the risk to the brand 27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption | |||
| This Is The Craziest IPO Ever | 21 May 2026 | 00:28:44 | |
00:00 SpaceX Incredible IPO 15:20 Nvidia's Amazing Earnings Report 16:17 Why I'm Selling Intuit 21:25 Fail Of The Week: Trevor Noah on Quarterly Reports | |||
| Super Investors Are Buying AI Stocks | 18 May 2026 | 00:30:37 | |
00:00 Episode Overview 00:50 Chris Hohn Sells Microsoft and Buys Google 08:54 Bill Ackman Buys Microsoft and Sells Google 13:40 Dev Kantesaria Is Down -20% This Year 17:00 Berkshire Sells a LOT of Holdings 19:03 Terry Smith's Recent Performance Is Horrible 21:40 Pat Dorsey Is Buying Uber 23:30 Alta Rock Portfolio Bets Big On Amazon 24:15 Brad Gersner Bets Big on AI 25:00 Chuck Akre's Fund Will Struggle 26:40 Fail Of The Week: Waymo | |||
| These 7 Companies Will Dominate The Future | 13 May 2026 | 00:41:41 | |
00:00 Episode Overview 02:00 Google As An Example 06:11 Amazon 11:22 Uber 15:20 DoorDash 18:03 Shopify 20:32 Meta 24:58 Broadcom 29:03 Mercado Libre 31:50 Game Stop Rejection 33:57 Fail Of The Week: Texas vs Netflix | |||
| The Best Investor In The World Just Sold Microsoft | 11 May 2026 | 00:35:37 | |
00:00 Episode Overview 01:20 Why Chris Hohn Is Selling 17:48 Chris Hohn Has Been Wrong Before 24:57 Texas Roadhouse Bull Case 28:23 Fail Of The Week: Prediction Markets | |||
| Analysts Were Completely Wrong About This Stock | 06 May 2026 | 00:40:27 | |
00:00 Episode Overview 01:45 The "Culture" Problem 07:37 Brad Gerstner On AI Landscape 15:22 Dario's vs Jensen 21:20 Ackman On Zuckerberg 31:05 Fail Of The Week: NY Mayor vs Ken Griffin | |||
| Four Stocks To Buy After Earnings | 04 May 2026 | 00:30:38 | |
00:00 Episode Overview 06:45 Meta 10:10 Visa & Mastercard 11:57 Microsoft 13:52 Buffett on The Market Today 18:59 Fail Of The Week: Ryan Cohen | |||
| Analysts Can’t Believe These Numbers Are Real | 30 Apr 2026 | 00:45:17 | |
00:00 Episode Overview 02:00 Google Earnings 19:58 Meta Earnings 30:59 Amazon Earnings 40:34 Fail Of The Week: Blue vs Red | |||
| This Week Is Going To Be Nuts | 28 Apr 2026 | 00:37:31 | |
00:00:00 - Intro & Qualtrim Overview 00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood) 00:10:43 - The Big Tech "AI Layoff" Myth 00:18:06 - Google & Microsoft Expectations 00:23:50 - Amazon & Meta Growth Strategies 00:27:36 - Apple's Financial Engineering 00:28:47 - Elon vs. OpenAI & The Polymarket Fail | |||
| Don't Miss This And Get Left Behind | 22 Apr 2026 | 00:22:23 | |
Tom Lee shares his view on why the market is set up for the best 12 to 18 months | |||
| Analyst Warns Things Could Get Much Worse | 21 Apr 2026 | 00:31:30 | |
00:00 Episode Overview 03:53 Analysts Warn About The Market 09:00 Meta Bear Case 15:12 Salesforce & Adobe 21:00 Netflix Earnings Reaction 25:00 Fail Of The Week: The change-name AI Frenzy | |||
| Here Are ALL The Stocks I’m Buying Now | 17 Apr 2026 | 00:43:52 | |
00:00 Episode Overview 02:00 The Market Recovery 14:00 Netflix Earnings 15:30 Amazon Buys Satellite Company 16:28 Analysts Turn Bullish On Meta 27:00 Jensen Says Amazon Is Lying 37:00 Fail Of The Week: Allbirds Goes to AI 39:45 New Qualtrim Feature | |||
| The Two Best Stocks To Buy In 2026 | 13 Apr 2026 | 00:49:58 | |
00:00 Episode Overview 03:00 Portfolio Update 10:11 Amazon Updated Analysis 32:20 Meta Updated Analysis 45:40 Fail Of The Week | |||
| Stocks Are Going Crazy Today | 09 Apr 2026 | 00:23:35 | |
00:00 Episode Overview 02:00 Stocks Are Going Crazy 07:36 Sam Altman Criticisms 13:08 Fail Of The Week: Follow-up 16:20 Responding To Comments | |||
| 5 High Quality Stocks That Have Fallen Off | 07 Apr 2026 | 00:36:15 | |
00:00 Episode Overview 01:28 Qualtrim Plug 02:20 Nike 09:10 Booking Holdings 12:48 Robinhood & American Express 15:20 Intuit 18:20 Jamie Dimon & Tom Lee 22:25 Open AI and Anthropic IPO 26:58 Fail Of The Week: Italy Court | |||
| Here’s Why Stocks Are Going Crazy | 01 Apr 2026 | 00:27:48 | |
00:00 Stocks Surge 11:40 Buffett On The Market 13:00 Fail Of The Week: Child Affordability Study 21:57 Responding To Comments | |||
| Don’t Make This Huge Mistake | 30 Mar 2026 | 00:36:35 | |
00:00 Overview 01:40 The Best Time To Buy Is now 22:25 The Strategic Mistake Of Sora 26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix 30:58 Responding To comments | |||