The Joseph Carlson Show
By The Joseph Carlson Show
The Joseph Carlson ShowMar 09, 2020
Google Is Winning In AI
Google and Open AI battle it out over who has the lead. The SEC is upset about Roaring Kitty. Amazon is becoming the biggest retail company. Netflix is streaming live sports. Angry customers are boycotting Chipotle.
Game Stops Roaring Kitty Has Returned
Meme stocks are back, Open AI has a big upgrade, Apple finds a new partner, and S&P Global is selling part of their business.
3 Quality Stocks To Buy Now
We discuss 3 quality stocks in a dip, Apple's failed ad, OpenAI's Google Search competitor, and Howard Schultz backseat driving Starbucks.
00:00 The Market Is Going Up
01:46 Portfolio Update
03:38 Adobe
13:05 MSCI
17:57 UnitedHealth Group
22:05 OpenAI Announces Search Engine
25:43 Apple Apologizes For New Ad
27:39 Starbuck's Old CEO Won't Let Go
What Happened To Disney?
00:00 Disney Earnings
05:22 Jim Cramer Covers Texas Roadhouse
21:15 Story Fund vs SPY update
This Week Is Going To Be Interesting
00:00 Overview
02:26 Palantir
06:40 Realty Income Corp
10:09 Disney & Warner Bros. Discovery
15:56 Celsius
20:40 Crocs
24:44 Nikola
28:37 Ferrari
31:17 Uber
32:00 Shopify
36:17 Robinhood
37:45 Airbnb
40:10 AMC
Apple Announces The Biggest Buyback Program Ever
This video is about stock market analysis and recent earnings reports. The speaker, Joseph Carlson, discusses Apple, Texas Roadhouse, Moody's, MasterCard and Sam Altman, the CEO of OpenAI.
The main focus is on Apple's announcement of the biggest stock buyback program in history, $110 billion. The speaker says that Apple has been the king of buybacks for years and this is not a new strategy. Apple's stock price went up significantly after the announcement. However, the speaker also questions whether this is a sign that Apple is no longer a high-growth company.
Starbucks CEO Interview Was A Disaster
Is Starbucks overpriced? Their stock price plummeted after a disappointing earnings report. Did the CEO downplay the problems? Find out in this video!
Meanwhile, Amazon's earnings report is out, and things are looking good. But is there a reason investors aren't celebrating wildly? Watch to learn more!
Microsoft Is Spending $100 Billion To Build An AI Super Computer
Microsoft is building a $100 billion AI super computer. Amazon ditches their walk out tech. Disney fights off activist investors. Steve Eisman wants interest rates to stay the same.
Investing In The Biggest AI Winners
A closer look at some of the companies that will benefit from AI.
The Five Most Overvalued Stocks In The Market
In this episode we discuss the five most overvalued stocks in the market and give context to why each of them are trading with these valuations.
🎉 6,000+ Member Patreon: https://www.patreon.com/josephcarlson 🚀 Growth Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=39d17ae6-4a4a-3fc4-bb15-d86abe3fbb67 💵 Dividend Portfolio: https://click.linksynergy.com/deeplink?id=5mNcifgFllM&mid=50362&murl=https://dashboard.m1.com/share?token=3b283352-1bff-31d9-8576-f5770c2bfdfd
Apple Is Sued By The DOJ
Tesla Is Now The Worst Performing Stock In The Market
Tesla is the worst performing stock in the S&P 500 and QQQ.
The Downfall of Amazon Has Started (According To Reddit)
Sellers are complaining, the FTC is getting involved, are the tides turning for Amazon?
These Are The Best And Worst Stocks Of 2024
We check in on the best-performing and worst-performing stocks in the market this year.
Google's Dominance Is Over - Expert Warning
Is Google's dominance coming to an end?
This Small Company Keeps Beating The Market
The mechanics behind how Texas Roadhouse keeps winning.
Why I Love Stocks
A quick overview of the reasons stocks are the ultimate investment.
Has The Stock Market Reached A tipping Point?
Valuations are stretched, and investors are becoming greedy. We discuss how to invest in a bull market.
How To Find Compounding Machines- A Full Guide
00:00 Introduction 04:00 Investing Philosophy 07:15 Stock Selection 28:43 Temperament 34:09 Portfolio Management
Earnings Week 2 Has Started
Microsoft, Google, Apple, Meta, Amazon are all reporting earnings this week! Here's what to expect.
Earnings Season Has Started - Here’s What To Expect
Netflix, Tesla, Visa, and many other companies are reporting earnings this week. Here's my prediction.
Episode 365 - Investing In 2024
Investors want a return to normalcy in 2024. We discuss what a normal stock market looks like.
Episode 364 - You're Being Tricked Into Losing Money
In this episode we discuss the importance of not being scared out of the market.
My Investment Strategy For 2024
What's your edge as an investor?
Episode 363 - Top Ten Deep Value Stocks For 2024
00:00 Introduction 02:29 Barrons 10 Stocks 19:06 Costco CEO Interview 25:34 Apple No Longer Selling Apple Watch 27: 15 Adobe and Figma Deal Ends 28:28 Trevor Milton Sentenced
Episode 362 - My Five Favorite Stocks For 2024
00:00 Introduction 00:40 VICI 06:48 Netflix 11:53 Costco 19:20 S&P Global 23:20 Canadian Pacific
Episode 361 - My Warning To Investors For 2024
00:00 Introduction 02:05 Recap of 2023 13:00 GTA 6 Trailer 16:50 Will AI vs The Internet 21:17 Spotify Cutting Costs
You Can Outperform The Market, Here's How
Most data you see shows you all the ways you can't win. Here's some data showing the other side.
Episode 359 - Everyone Was Wrong About Black Friday
00:00 Intro 02:47 Black Friday Sales Numbers 13:43 Amazon Now Bigger Than UPS In US 15:29 The Bears Were Wrong... Again 17:27 Elizabeth Warren X Post
Episode 358 - I Just Spent $5,000 On This Undervalued Stock
Here's my case for buying Canadian Pacific today.
Super Investors Are Doing This Now
We get to look at Super Investor's portfolios. Today we look at Chris Hohn, Terry Smith, Josh Tarasoff, Michael Burry, and Thomas Russo.
Episode 356 - Is Big Tech Overvalued?
We look back a year and compare to where we are now.
Episode 355 - Microsoft Is Now Unstoppable
Microsoft has somehow managed to become the leader in AI, with a lucky partnership with OpenAI. We discuss the implications this has on the stock and its long-term future.
Episode 354 - Why I Keep Buying Quality Stocks
We review this earnings season.
Episode 352 - Google Is Falling Behind In Cloud
In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.
Biggest Earnings Predictions This Week
00:00 Introduction 02:50 My Portfolios 04:25 Coca Cola 06:50 Verizon 09:20 Spotify 11:45 Microsoft 16:15 Google 22:08 Snapchat 23:10 Visa & Mastercard 26:36 Canadian Pacific 27:48 VICI 28:40 Thermo Fisher Scientific 29:50 Texas Roadhouse 30:50 Meta 34:40 Tractor Supply Company 37:10 Amazon 41:56 Chipotle
Episode 350 - Three Stocks I’m Buying Now
00:00 Introduction 01:39 Hamas Attacks Israel 04:48 Intuit Buy 08:22 Chipotle Buy 09:09 Canadian Pacific Buy 10:45 Peltz Buys More Disney 18:10 Home Depot Catches Unusual Suspect
Google Search May Be In Trouble
The CEO of Microsoft takes the stand in the courtroom and does not hold back against Google. In his testimony, he paints Google out to be a large anti-competitive company that boxes out all viable competition. Google gets the chance to respond.
Episode 349 - Stocks continue Falling - What I'm Doing Now
Stocks are falling, the 10 year treasury is rising. I look over my portfolio. Bill Ackman talks about why he believes things have changed, he overviews his portfolio, and he explains is purchase into Google.
Amazon Is Investing $4 Billion In This AI Company
00:00 Introduction 01:50 Amazon Invests In AI Company 09:20 Writers Srike Ends 12:38 AI Voice Translation 14:00 Reacting To TikTok $700 Pen
Apple iPhone 15 Event: A Huge Disappointment
Apple released the iPhone 15. Investors and analysts are underwhelmed. Is this the top for Apple?
I'm Done Buying Stocks
00:00 Introduction 01:45 Patreon Sponsorship 03:46 Better Cash Management 09:50 LULU Earnings Report 13:20 Disney vs Charter 18:03 My Retirement Account 24:24 TikTok Life Advice
5 Stocks On Sale Today
5 companies that are currently in a dip. Here's the story of each one.
I Compared My Portfolio Against The S&P 500
00:00 Introduction 04:00 S&P Global 09:40 Mastercard 11:33 VICI 14:50 Apple & Microsoft 17:32 Costco 22:18 Texas Roadhouse 25:09 Intuit 26:07 CPKC & Union Pacific 27:00 Chipotle
Super Investor Portfolio Update Part 2
00:00 Introduction 03:26 Warren Buffett 11:10 Dev Kantesaria 20:56 Bill Ackman 25:50 Carl Icahn 29:50 Chase Coleman 31:38 Nelson Peltz 34:18 David Einhorn 35:22 Bill Gates 37:24 Daniel Loeb 39:22 Christopher Bloomstran
Super Investors Portfolio Update
00:00 Introduction 02:55 Chuck Akre 08:59 Chris Hohn 12:55 Terry Smith 20:00 Josh Tarasoff 22:57 Michael Burry 27:41 Pat Dorsey 29:09 Howard Marks 31:14 Seth Klarman 32:54 Thomas Russo 34:24 Mohnish Pabrai
The Biggest Earnings Week 3 (Apple, Amazon, Sofi, Starbucks)
In this episode we review the upcoming earnings of many notable stocks.
I Just Bought 3 Stocks
Two of them I already owned, one is a new holding.
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
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