The Joseph Carlson Show
Episodes
Explaining The Trump Tariff Plan
03 Apr 2025
Contributed by Lukas
We break down what this tariff plan means for the future
I'm Buying More Amazon, Here's Why
26 Mar 2025
Contributed by Lukas
00:00 Intro04:08 Why Big Tech Is Undervalued22:02 Waymo & Uber26:13 Google Is Ahead In AI31:05 Amazon Implementing AI34:00 Berkshire Giveaway
Google Just Spent $32 Billion On A Cyber Security Company
18 Mar 2025
Contributed by Lukas
00:00 Intro02:00 Google Buying Wiz13:25 Market Continues Downward15:41 Zoox Robotaxi Expansion20:48 Mark Rober Vs Tesla39:17 Costco Pressures Chinese ...
The Most Undervalued Stocks In The Market
07 Mar 2025
Contributed by Lukas
00:00 Introduction04:21 Apple07:25 Google10:18 Costco14:09 FICO16:48 Amazon20:30 S&P Global21:30 Texas Roadhouse24:35 Moody's25:25 Palantir27:45 A...
Nvidia Reports Earnings This Week
25 Feb 2025
Contributed by Lukas
00:00 Introduction03:37 Booking Holdings Results06:10 Texas Roadhouse Results08:16 Dominos Results08:49 Hims Earnings15:06 Home Depot & Lowes Earn...
Super Investors Are Buying Compounding Machines
17 Feb 2025
Contributed by Lukas
We look at the portfolio updates from Dev Kantesaria, Bill Ackman, Buffett, Michael Burry, and Chuck Akre.
Super Investors Are Buying These Stocks
15 Feb 2025
Contributed by Lukas
This is part 1 of the super investor 13f reviews.
Why Everyone Is Selling Big Tech
07 Feb 2025
Contributed by Lukas
00:00 Intro02:43 Why Everyone Is Selling Big Tech16:46 Expedia & Booking Holdings17:50 Bill Ackman Buys Uber
Big Tech Is About To Respond To DeepSeek (Earnings Preview)
28 Jan 2025
Contributed by Lukas
Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.
The Big Problem With The $500 Billion Bet On AI
23 Jan 2025
Contributed by Lukas
This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.
Biggest Stock Earnings Reports This Week
21 Jan 2025
Contributed by Lukas
00:00 Intro 01:59 Netflix Earnings 08:31 Ally Financial Earnings 10:37 FICO Earnings 12:00 Intel Earnings 12:47 American Express Earnings 12:56 The I...
Top 10 Stocks To Buy Today
11 Jan 2025
Contributed by Lukas
00:00 Intro 02:50 The Market Sell Off 05:01 ASML 07:50 Google 13:14 Amazon 16:40 S&P Global 19:08 Uber 22:12 Nike 24:40 AMAT 26:04 AMD 28:00 Booki...
Jensen Predicts The Future Of AI
07 Jan 2025
Contributed by Lukas
00:00 Intro 02:35 The Future Of AI 16:40 Buying The Dip In ASML 24:30 Mark Zuckerberg Joins Trump 29:30 Disney Buys Fubo
Top Ten Deep Value Stocks For 2025
27 Dec 2024
Contributed by Lukas
00:00 Intro 02:04 Alibaba 05:37 Google 06:45 ASML 09:50 Berkshire Hathaway 14:02 Citigroup 16:10 Everest Group 18:45 LVMH 19:33 Moderna 21:31 SLB 22:...
I Ranked The Free Cash Flow Of Popular Stocks
17 Dec 2024
Contributed by Lukas
I rank 22 of the most popular stocks by their free cash flow profile.
Jeff Bezos Still Works At Amazon
11 Dec 2024
Contributed by Lukas
As stocks hit all time highs we take a look at Jeff Bezos involvement with Amazon.
Amazon Goes All-In On AI
04 Dec 2024
Contributed by Lukas
00:00 Intro 02:45 Qualtrim Free Trial 03:11 Amazon's Push Into AI Deepens 22:24 Salesforce Stock Jumps 11% 33:05 Texas Roadhouse Gets Free Ads 34:23 U...
Signs We're At A Stock Market Top
20 Nov 2024
Contributed by Lukas
00:00 Intro 02:40 Signs Of The Market Top 19:19 Target 20% Sell Off 21:08 Netflix Mike Tyson Jake Paul Event 23:09 Google Selling Google Chrome 25:19 ...
Super Investors Are Warning Us
18 Nov 2024
Contributed by Lukas
00:00 Intro 00:55 Warren Buffett 11:35 Bill Ackman 16:26 Terry Smith 18:50 Dev Kantesaria 25:18 Josh Tarasoff 26:40 Pat Dorsey 29:06 Polen Capital 31:...
The Top Five Stocks Of 2024
13 Nov 2024
Contributed by Lukas
00:00 Intro 01:18 Best Stocks In 2024 20:30 Spotify Earnings Analysis 23:30 Apple Next Big Device 25:33 Amazon's New Discount Store 28:05 Disney Earni...
Salesforce Is Now An "AI" Company
11 Nov 2024
Contributed by Lukas
00:00 Intro 02:00 Salesforce Stock Surges 13:00 Netflix Shifts To Live Streaming 15:50 Bitcoin New High 18:41 Take Two CEO on AI
The Best Week In The Market
08 Nov 2024
Contributed by Lukas
We examine the biggest winners and losers of the past week.
Trump Wins
06 Nov 2024
Contributed by Lukas
00:00 Trump Wins 08:15 Company Specific Impacts
The Stock Market Is About To Get Volatile
04 Nov 2024
Contributed by Lukas
00:00 Intro 02:29 Election Investing 07:30 Election Impact 12:04 Palantir Earnings 16:00 Buffett Is Selling 19:43 TikTok Day Trading
Reviewing The Biggest Earnings This Week
02 Nov 2024
Contributed by Lukas
00:00 Intro 02:55 Portfolio Update 09:50 Amazon 23:20 Meta 26:50 Booking Holdings 30:40 Apple 34:26 Microsoft
I Just Bought $30,000 Of This Stock
30 Oct 2024
Contributed by Lukas
00:00 Intro 01:30 Reviewing My Trade 08:00 Google's Earnings Report
The Biggest Earnings Week Just Started
29 Oct 2024
Contributed by Lukas
00:00 Intro 02:21 Qualtrim Earnings Calendar 06:54 Google 16:14 McDonalds 18:31 Visa 20:30 Microsoft 24:28 Meta 27:35 Booking Holdings 30:10 Starbucks...
We're Off To An Amazing Start
25 Oct 2024
Contributed by Lukas
00:00 Intro 02:07 Portfolio Update 04:11 Texas Roadhouse 08:49 Moody's and S&P Global 10:40 Canadian Pacific 13:18 Tesla 21:55 Microsoft's Subsc...
This Super Investor Sold At The Bottom
22 Oct 2024
Contributed by Lukas
00:00 Intro 02:05 Selling At The Bottom 16:30 Moody's Earnings 17:53 Unhappy Amazon Employees Can Quit 23:07 Salesforce vs Microsoft
Biggest Earnings Predictions This Week
22 Oct 2024
Contributed by Lukas
00:00 Intro 04:33 Moody's And S&P Global 09:10 Coca-Cola 13:15 Tesla 22:50 ServiceNow 25:31 Canadian Pacific 28:40 Texas Roadhouse
This Analyst Just Upgraded Amazon To $250
09 Oct 2024
Contributed by Lukas
00:00 Intro 02:00 Amazon Upgraded to $250 16:29 TikTok Lawsuit 22:44 Costco Apartments 26:45 Tesla RoboTaxi Reveal 29:15 TikTok Reactions ...
Google Is Losing Its Search Dominance (WSJ Report)
07 Oct 2024
Contributed by Lukas
00:00 Intro 02:15 Google Is Losing Its Grip On Search 12:14 Amazon Gets Downgraded 17:27 Apple Ditches the Annual Release Strategy 21:09 Insiders Are ...
The Best And Worst Performing Stocks Of 2024
04 Oct 2024
Contributed by Lukas
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 ...
Palantir Stock Is Now Extremely Expensive
30 Sep 2024
Contributed by Lukas
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...
The Stock Market Is Now A Coin Flip
27 Sep 2024
Contributed by Lukas
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 30:4...
Visa Is Being Sued By The DOJ
25 Sep 2024
Contributed by Lukas
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
I'm Happy
19 Sep 2024
Contributed by Lukas
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 ...
We've Never Been In This Situation Before
16 Sep 2024
Contributed by Lukas
00:00 Intro 02:00 Cutting Interest Rates 09:20 Apple's Lower Demand 13:40 Chipotle Robot 16:15 Biden Closes Temu Loophole 17:57 How Nike Became Un...
How I Created A Monster Dividend Portfolio
13 Sep 2024
Contributed by Lukas
00:00 Intro 01:45 My Portfolios History 05:33 My Dividend Break Down 29:10 Adobe Earnings report 35:10 Uber and Waymo Team Up 36:25 Mastercard Buys Cy...
The AI Bubble Has Started
11 Sep 2024
Contributed by Lukas
00:00 Intro 01:30 Is Gen AI a Bubble? 09:15 Steve Eisman interview 13:44 Brian's plan for Starbucks
Google Stock Will Eventually Recover
10 Sep 2024
Contributed by Lukas
00:00 Intro 03:11 Google Will Recover 18:00 The Apple Event 25:18 Disney Leaked Data
Reviewing My Entire $700,000 Stock Portfolio
06 Sep 2024
Contributed by Lukas
00:00 Intro 02:35 Investment Philosophy 04:35 S&P Global 07:00 Mastercard 09:45 Costco 13:48 Texas Roadhouse 16:53 Moody's 19:35 Booking Holdi...
The Biggest Earnings Predictions This Week
26 Aug 2024
Contributed by Lukas
00:00 Intro 01:55 Nvidia Earnings Predictions 15:10 Crowdstrike Earnings Predictions 18:15 Salesforce Earnings Predictions 23:04 Lululemon Earnings Pr...
Rate Cuts Are Finally Here
23 Aug 2024
Contributed by Lukas
00:00 Intro 02:18 Rate Cuts Are Here 14:30 I'm Buying Intuit 20:22 Chick-fil-A Streaming Service
Three High Quality Growth Stocks To Buy Now
21 Aug 2024
Contributed by Lukas
00:00 Intro 02:03 Top 3 Tech Stocks 15:23 Target CEO discusses earnings 18:00 Is Target Price Gouging? 23:18 Is Netflix Risky
I'm Buying These 3 Compounding Machines
19 Aug 2024
Contributed by Lukas
00:00 Intro 03:07 Trimming Apple 05:51 Booking Holdings 08:30 Salesforce 11:27 Intuit 13:41 Disney Lawsuit 18:15 Carl Icahn Fined
Super Investors Are Buying These Stocks
15 Aug 2024
Contributed by Lukas
The 10 best super investors have updated their portfolios. We take a look in this episode.
The Starbucks CEO Was Just Fired
13 Aug 2024
Contributed by Lukas
00:00 Intro 02:30 Starbucks New CEO 21:15 Home Depot Earnings 22:40 Intel Trades Below Book Value
6 High Quality Stocks That Have Fallen
12 Aug 2024
Contributed by Lukas
00:00 Intro 01:17 Lululemon 08:15 Ulta Beauty 12:42 Disney 17:26 Airbnb 18:52 Celsius 20:32 Nike
Google Is Now Officially An Illegal Monopoly
07 Aug 2024
Contributed by Lukas
00:00 Intro 02:48 Google Loses Monopoly Case 12:29 Airbnb Slowdown 17:30 Disney Streaming Profits 20:40 Microsoft and CrowdStrike blame Delta
Warren Buffett Is Selling
05 Aug 2024
Contributed by Lukas
Warren Buffett sold half his Apple stake and we're going through a broad market sell off.
Microsoft Is Selling Off After Earnings
30 Jul 2024
Contributed by Lukas
00:00 Intro 04:50 Microsoft Sell Off 09:38 Google Earnings Analysis 12:53 Moody's Earnings 15:40 S&P Global Earnings 16:57 Texas Roadhouse Ear...
Let’s talk about earnings this week
29 Jul 2024
Contributed by Lukas
00:00 Intro 01:40 McDonalds 05:55 Sofi 09:20 PayPal 12:48 Microsoft 19:00 Starbucks 23:00 WingStop 24:17 Mastercard 26:00 Meta 30:45 Amazon 38:00 Appl...
My Biggest Earnings Predictions This Week
17 Jul 2024
Contributed by Lukas
ASML, TSM, Netflix, Dominos, American Express report earnings this week. 00:00 Intro 02:50 ASML Earnings 08:35 Ally Financial Earnings 11:08 TSMC Ear...
The NVIDIA Bubble Is About To Pop
08 Jul 2024
Contributed by Lukas
00:00 Intro 01:44 The Potential Glut In Demand 13:37 The Current Set Up For NVIDIA 19:42 Insiders Selling, Not Buying 20:38 The Market Melt Up 23:00 B...
This Market Is Going Higher (Tom Lee Bull Thesis)
03 Jul 2024
Contributed by Lukas
00:00 Introduction 02:34 Tom Lee Bull Thesis 14:46 Jeff Bezos Sells Amazon 17:17 Chipotle Portion Size Analysis 23:30 Sams Club Lowers Membership Pric...
How I’m Investing In 2024
01 Jul 2024
Contributed by Lukas
My full portfolio performance so far in 2024. The EU goes after Meta. Redbox goes out of jail. And fund managers get a new excuse for underperformance...
Investors Believe The Stock Market Has Reached A Tipping Point
25 Jun 2024
Contributed by Lukas
Survey shows the majority of investors believe the market is at a tipping point. Five men were convicted of running a fraudulent streaming service. Ap...
Nvidia’s Plan To Dominate Amazon
20 Jun 2024
Contributed by Lukas
Nvidia exploits it's dominance in chip making to become a software company. Social media influencers aren't getting rich. Netflix competes wit...
How To Invest In This Bull Market
18 Jun 2024
Contributed by Lukas
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
Tim Cook Reveals Apple’s New Growth Strategy
12 Jun 2024
Contributed by Lukas
Apple just introduced a new default position. We discuss the potential impact of this on this episode.
The Truth About Apple Intelligence
10 Jun 2024
Contributed by Lukas
Apple has a plan for selling more iPhones and avoiding regulation. We discuss their plan in this episode.
Roaring Kitty Makes The Case For GameStop
07 Jun 2024
Contributed by Lukas
Roaring Kitty makes the case for gamestop. Netflix is sued. Apple's AI plan is leaked.
The Bull Market Is Just Getting Started
03 Jun 2024
Contributed by Lukas
Yardeni president believes we're just getting started. A stock market error caused Berkshire to drop 99% in price. Roaring Kitty is making a big o...
Apple Is The Hidden AI Play
28 May 2024
Contributed by Lukas
Steve Eisman believes Apple is the hidden AI play. Intuit reported earnings and the stock has fallen 10%. And Red Lobster went bankrupt while offering...
Google Is Winning In AI
15 May 2024
Contributed by Lukas
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 i...
Game Stops Roaring Kitty Has Returned
13 May 2024
Contributed by Lukas
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
10 May 2024
Contributed by Lukas
We discuss 3 quality stocks in a dip, Apple's failed ad, OpenAI's Google Search competitor, and Howard Schultz backseat driving Starbucks. 00...
What Happened To Disney?
07 May 2024
Contributed by Lukas
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
06 May 2024
Contributed by Lukas
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 ...
Apple Announces The Biggest Buyback Program Ever
03 May 2024
Contributed by Lukas
This video is about stock market analysis and recent earnings reports. The speaker, Joseph Carlson, discusses Apple, Texas Roadhouse, Moody's, Mas...
Starbucks CEO Interview Was A Disaster
01 May 2024
Contributed by Lukas
Is Starbucks overpriced? Their stock price plummeted after a disappointing earnings report. Did the CEO downplay the problems? Find out in this video!...
Microsoft Is Spending $100 Billion To Build An AI Super Computer
03 Apr 2024
Contributed by Lukas
Microsoft is building a $100 billion AI super computer. Amazon ditches their walk out tech. Disney fights off activist investors. Steve Eisman wants i...
Investing In The Biggest AI Winners
27 Mar 2024
Contributed by Lukas
A closer look at some of the companies that will benefit from AI.
The Five Most Overvalued Stocks In The Market
26 Mar 2024
Contributed by Lukas
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. 🎉...
Apple Is Sued By The DOJ
22 Mar 2024
Contributed by Lukas
00:00 Introduction 02:10 The Lawsuit 20:06 Reddit Analysis 24:36 Googel Upgrade
Tesla Is Now The Worst Performing Stock In The Market
14 Mar 2024
Contributed by Lukas
Tesla is the worst performing stock in the S&P 500 and QQQ.
The Downfall of Amazon Has Started (According To Reddit)
11 Mar 2024
Contributed by Lukas
Sellers are complaining, the FTC is getting involved, are the tides turning for Amazon?
These Are The Best And Worst Stocks Of 2024
04 Mar 2024
Contributed by Lukas
We check in on the best-performing and worst-performing stocks in the market this year.
Google's Dominance Is Over - Expert Warning
22 Feb 2024
Contributed by Lukas
Is Google's dominance coming to an end?
This Small Company Keeps Beating The Market
16 Feb 2024
Contributed by Lukas
The mechanics behind how Texas Roadhouse keeps winning.
Why I Love Stocks
13 Feb 2024
Contributed by Lukas
A quick overview of the reasons stocks are the ultimate investment.
Has The Stock Market Reached A tipping Point?
08 Feb 2024
Contributed by Lukas
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
31 Jan 2024
Contributed by Lukas
00:00 Introduction 04:00 Investing Philosophy 07:15 Stock Selection 28:43 Temperament 34:09 Portfolio Management
Earnings Week 2 Has Started
30 Jan 2024
Contributed by Lukas
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
22 Jan 2024
Contributed by Lukas
Netflix, Tesla, Visa, and many other companies are reporting earnings this week. Here's my prediction.
Episode 365 - Investing In 2024
03 Jan 2024
Contributed by Lukas
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
02 Jan 2024
Contributed by Lukas
In this episode we discuss the importance of not being scared out of the market.
My Investment Strategy For 2024
23 Dec 2023
Contributed by Lukas
What's your edge as an investor?
Episode 363 - Top Ten Deep Value Stocks For 2024
20 Dec 2023
Contributed by Lukas
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...
Episode 362 - My Five Favorite Stocks For 2024
19 Dec 2023
Contributed by Lukas
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
06 Dec 2023
Contributed by Lukas
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
29 Nov 2023
Contributed by Lukas
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
28 Nov 2023
Contributed by Lukas
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
21 Nov 2023
Contributed by Lukas
Here's my case for buying Canadian Pacific today.
Super Investors Are Doing This Now
15 Nov 2023
Contributed by Lukas
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?
14 Nov 2023
Contributed by Lukas
We look back a year and compare to where we are now.
Episode 355 - Microsoft Is Now Unstoppable
08 Nov 2023
Contributed by Lukas
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...
Episode 354 - Why I Keep Buying Quality Stocks
04 Nov 2023
Contributed by Lukas
We review this earnings season.
Episode 352 - Google Is Falling Behind In Cloud
25 Oct 2023
Contributed by Lukas
In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.