The Joseph Carlson Show

Episode 350 - Three Stocks I’m Buying Now

09 Oct 2023

Contributed by Lukas

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 D...

Google Search May Be In Trouble

05 Oct 2023

Contributed by Lukas

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...

Episode 349 - Stocks continue Falling - What I'm Doing Now

03 Oct 2023

Contributed by Lukas

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 overview...

Amazon Is Investing $4 Billion In This AI Company

25 Sep 2023

Contributed by Lukas

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

13 Sep 2023

Contributed by Lukas

Apple released the iPhone 15. Investors and analysts are underwhelmed. Is this the top for Apple?

I'm Done Buying Stocks

01 Sep 2023

Contributed by Lukas

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 Accou...

5 Stocks On Sale Today

29 Aug 2023

Contributed by Lukas

5 companies that are currently in a dip. Here's the story of each one.

I Compared My Portfolio Against The S&P 500

21 Aug 2023

Contributed by Lukas

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...

Super Investor Portfolio Update Part 2

16 Aug 2023

Contributed by Lukas

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 Ein...

Super Investors Portfolio Update

14 Aug 2023

Contributed by Lukas

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...

The Biggest Earnings Week 3 (Apple, Amazon, Sofi, Starbucks)

01 Aug 2023

Contributed by Lukas

In this episode we review the upcoming earnings of many notable stocks.

I Just Bought 3 Stocks

28 Jul 2023

Contributed by Lukas

Two of them I already owned, one is a new holding.

The First Week Of Earnings - A Bad Start

24 Jul 2023

Contributed by Lukas

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...

The Biggest Earnings Week 2 (My Predictions)

24 Jul 2023

Contributed by Lukas

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 P...

Episode 332 - Inflation Is Done, What I'm Doing Now

13 Jul 2023

Contributed by Lukas

00:00 Preview 01:35 Inflation Is Done 10:16 Microsoft Merger 17:55 Terry Smith Update 24:50 Amazon Prime Day

Why Big Tech Always Wins

11 Jul 2023

Contributed by Lukas

A look into the business models behind big tech.

Episode 329 - Apple hit 3 Trillion, Why It Will Hit 4 Trillion Next Year

30 Jun 2023

Contributed by Lukas

Apple hits 3 trillion market cap.

Here's When I'll Sell My Stocks

29 Jun 2023

Contributed by Lukas

Here's When I'll Sell My Stocks

Episode 328 - We're Now In The Everything Bubble

28 Jun 2023

Contributed by Lukas

Seth Klarman warns about the everything bubble. Satya Nadella has a goal for 500 billion in revenue by 2030. VICI may be buying the Bellagio. And the ...

Why Cruise Lines Are Beating The Market

26 Jun 2023

Contributed by Lukas

Carnival Corporation stock is up 80% Year To Date. With the recent sell-off after earnings, is now the time to buy?

Episode 327 - I Valued Every Stock I Own

24 Jun 2023

Contributed by Lukas

We go through the valuation of every company in my portfolio. We also discuss the FTC going after Amazon, Elon fighting Mark Zuckerberg, and of course...

Episode 326 - Big Tech Is Not Cheap Anymore

16 Jun 2023

Contributed by Lukas

In this Episode I review how far the market has come from the past year, my previous valuations on my companies, and where they stand now.

Netflix Won

14 Jun 2023

Contributed by Lukas

The battle is over, Netflix has won. Here's where we stand now.

How To Build a Monster Dividend Portfolio

11 Jun 2023

Contributed by Lukas

Everything I've learned over the past 5 years.

Apple Just Changed The Game (Apple Vision Pro)

10 Jun 2023

Contributed by Lukas

Apply finally announces their AR headset.

The Best Unknown Investor Alive

10 Jun 2023

Contributed by Lukas

Who really is Chris Hohn?

The Auto Industry Is In Trouble

31 May 2023

Contributed by Lukas

Advanced Auto Parts drops 34% in a day. Netflix rolls out password-sharing restrictions. Mark Mahaney gives his 3 top growth stock picks for 2023.

Episode 322 - I've Made A Huge Mistake

26 May 2023

Contributed by Lukas

According to the past week, this investment was a mistake.

Episode 321 - I Just Bought $20,000 Of This Stock

19 May 2023

Contributed by Lukas

In this episode we cover my new buy, Intuit, and an interview with Satya Nadella and Elon Musk.

Super Investors Just Bought These Stocks

16 May 2023

Contributed by Lukas

Chris Hohn, Josh Tarasoff, Pat Dorsey, Michael Burry, Terry Smith.

Episode 320 - Google Stock Is On a Tear, Will It Continue?

12 May 2023

Contributed by Lukas

00:00 Introduction 01:28 Google Analysis 16:00 Disney Analysis

Innovation Doesn't Matter (Here's Why)

11 May 2023

Contributed by Lukas

In this episode we discuss how innovation does and doesn't matter in investing, and how investors can take advantage of it.

Episode 319 - Buffett: This Is Way Better Than Any Of Our Companies

09 May 2023

Contributed by Lukas

00:00 Introduction 02:40 Buffett's General Life Advice 10:31 Understanding Human Behavior 17:50 Emotional Investing 19:28 Is Diversification Neces...

Microsoft, Google, Meta Earnings Full Breakdown

27 Apr 2023

Contributed by Lukas

Topics covered in this video: - Microsoft, Google, Meta Earnings - Activision being blocked by the UK - Apple winning Epic Games trial - Redditor losi...

Big Earnings This Week (My Predictions)

25 Apr 2023

Contributed by Lukas

Google, Meta, Microsoft, Amazon, Chipotle, Mcdonald's, Intel, and much more are reporting earnings this week. In this video, I go through each com...

Episode 315 - The Dark Truth Of Apple “They’re Stealing From Us”

21 Apr 2023

Contributed by Lukas

00:00 Preview 01:19 Qualtrim Plug 01:46 Costco Raises The Dividend 07:53 Apple New Savings Account 12:50 The Dark Truth Of Apple 17:08 Tesla Earnings ...

Episode 314 - Buffett Explains Why He Sold _ Joseph Carlson

20 Apr 2023

Contributed by Lukas

00:00 Preview 00:43 Portfolio Highlights 04:50 Buffett on Selling Banks 09:29 Buffett on The Economy 12:56 Buffett on Crypto 15:58 Buffett on Selling ...

Episode 313 - The Upcoming Real Estate Crash (The Bear Thesis)

10 Apr 2023

Contributed by Lukas

We have yet another warning of a real estate crash. We tally the record and compare the bears predictions to reality. 00:00 Preview 01:20 The Commer...

Episode 312 - I Might Spend $10,000 On This Stock Today

04 Apr 2023

Contributed by Lukas

The Activision Blizzard Microsoft deal gets closer. In this video I do analysis on the upside potential of investing now.

My Portfolio (2023)

02 Apr 2023

Contributed by Lukas

In this episode I review every holding in the Story Fund.

Elon Musk Signs Letter To Halt AI Progress

29 Mar 2023

Contributed by Lukas

Elon Musk is wrong in asking for the halting of progress in AI. Not only is this letter self-serving and a double standard to everything Elon has wo...

Why I'm Not Buying Bank Stocks

21 Mar 2023

Contributed by Lukas

Many bank stocks are selling off and in the distressed territory. I explain in this video why I'm not buying these stocks. 🎉 3,000 Member Patr...

Silicon Valley Bank Fallout Spreads, What Now

21 Mar 2023

Contributed by Lukas

🎉 3,000 Member Patreon: https://www.patreon.com/josephcarlson 🚀 Growth Portfolio: https://m1finance.8bxp97.net/5b6oEb 💵 Dividend Portfolio: h...

Why Super Investors Are Buying This Stock

10 Mar 2023

Contributed by Lukas

The most purchased stock by super investors last quarter was Amazon. In this video I speculate on why they choose this stock over others.

How I Made +160% Returns On This Dividend Stock

09 Mar 2023

Contributed by Lukas

I look once again at Costco, the warehouse giant and compounding machine. 

Salesforce Just Switched Strategies

03 Mar 2023

Contributed by Lukas

The main focus is now on profits.

Buffett Wins Again (Why He Can't Be Beat)

02 Mar 2023

Contributed by Lukas

My challengers to Buffett have come and gone, in this video we examine how Buffett is always able to win.

Episode 307 - The CEO Is Fired - Why The Stock Could Double Now

01 Mar 2023

Contributed by Lukas

The Union Pacific CEO was just fired, here's what could happen now. 

Why This Famous Investor Is Betting Against These Stocks

01 Mar 2023

Contributed by Lukas

Jim Chanos is betting against these stocks, we go through each of them.

Episode 306 - Intel Just Lied To Investors

23 Feb 2023

Contributed by Lukas

We look back on clips of what the CEO of Intel told investors less than a month ago.

Episode 305 - 5 Quality Dividend Stocks I'm Buying Now

21 Feb 2023

Contributed by Lukas

In this episode I do analysis on 5 of my largest holdings.

Charlie Munger on Tesla, Disney, TSM, and Costco

21 Feb 2023

Contributed by Lukas

Charlie Munger shares his thoughts on a variety of different stocks and topics. I give my reaction in this episode.

Episode 304 - Microsoft Just Won The Search Wars

14 Feb 2023

Contributed by Lukas

I want to be clear about something, because I don't want this to get taken out of context when Google stock goes up in the future, which I fully expec...

Episode 303 - The Fed Is Bluffing, Time To Buy

02 Feb 2023

Contributed by Lukas

The market believes the fed has pivoted and it's time to finally buy stocks.

Episode 302 - The Secret Microsoft Will Not Say

02 Feb 2023

Contributed by Lukas

A monopoly will never talk about being a monopoly.

The Secret That Microsoft Will Not Say

27 Jan 2023

Contributed by Lukas

In Episode 302 we discuss Microsoft's earnings report and the CEO, Satya Nadella pouring cold water on the future outlook of the company.

Episode 301 - A Major Change Has Happened

25 Jan 2023

Contributed by Lukas

In Episode 301 we discuss Howard Marks predictions of a new reality for investors where the market has normalized. We've moved away from easy monetary...

Activist Investor Demands Google Fire 30,000 More Employees

24 Jan 2023

Contributed by Lukas

Chris Hohn, an activist investor is demanding Google continue layoffs. 

Netflix Is Back

21 Jan 2023

Contributed by Lukas

Netflix stock surges 7% after beating subscriber numbers by a wide margin and posting 1.6 billion in free cash flow.

Disney's Terrible Response To Investors

21 Jan 2023

Contributed by Lukas

Disney doesn't like the new activist investor.

Episode 300 - Terry Smith Is Angry, Here's Why

14 Jan 2023

Contributed by Lukas

Terry Smith's latest letter is out, and he had a lot to say.

This Activist Investor Is Saving Disney

14 Jan 2023

Contributed by Lukas

Billionaire and activist investor Nelson Peltz is asking to be on the board of Disney to help turn the company around. Disney is rejecting his offer a...

Episode 299 - How I Plan To Beat The Market

11 Jan 2023

Contributed by Lukas

In Episode 299, We discuss the key differences between the Joseph Carlson Show and other channels and investors, both in terms of investing style and ...

Big Tech Is Cheap

06 Jan 2023

Contributed by Lukas

I believe Amazon, Apple, Microsoft, Google, and Meta are cheap. Here's why.

Episode 298 - I Was Wrong

06 Jan 2023

Contributed by Lukas

In Episode 298 we discuss the investment analysis that I got wrong last year. What has changed over the past year in the fintech category, and how I'm...

Why I'm Not Buying Tesla

01 Jan 2023

Contributed by Lukas

My thoughts on the bull cases of Tesla.

Episode 297 - What I'm Doing In 2023

31 Dec 2022

Contributed by Lukas

Here's what I'm doing with my dividend portfolio next year.

Episode 296 - 5 Stock I'm Buying In A Panic

31 Dec 2022

Contributed by Lukas

These are 5 stocks I think will do well in 2023.

Episode 295 - The Truth Behind Stock Buybacks

31 Dec 2022

Contributed by Lukas

In this episode, we go over a major component of total returns, the buyback. 

Top Ten Stock Market Predictions For 2023

29 Dec 2022

Contributed by Lukas

Top Ten Stock Market Predictions For 2023

Episode 294 - Why The Fed Keeps Killing The Market Rally

21 Dec 2022

Contributed by Lukas

In Episode 294, we discuss the statement from the FED, how they want to continue taking interest rates higher, and why that likely won't happen. We al...

Amazon Stock Is Back To Pandemic Low

21 Dec 2022

Contributed by Lukas

Amazon has come full circle back to the pandemic lows. Many investors are asking if it's time to buy the dip. We discuss in this video.

Salesforce Is In Trouble

15 Dec 2022

Contributed by Lukas

Salesforce is facing an executive exodus, free cash flows are being eaten up by dilution, and tech companies pulling back on spending. I do a full exa...

Episode 293 - Microsoft Is In Trouble

15 Dec 2022

Contributed by Lukas

Microsoft is coming under fire for their acquisition of Activision Blizzard.

Episode 292 - You’re Being Tricked Into Buying Bad Stocks

15 Dec 2022

Contributed by Lukas

In this episode we do a breakdown of where the returns actually come from in a stock.

Episode 291 - How I'm Preparing For The 2023 Recession

01 Dec 2022

Contributed by Lukas

There are three basic steps on how to prepare your portfolio for a recession. I go over them in this episode. 

Here’s Why Google Hired 50,000 Employees

01 Dec 2022

Contributed by Lukas

Google hired 50,000 employees for a very specific purpose. Apple bends the knee to the Chinese government. And Netflix is winning the streaming wars.

Episode 289 - Bob Chapek Just Got Fired!

29 Nov 2022

Contributed by Lukas

Bob Iger is back. In today's episode we look at the downfall of Chapek and how Iger may change things.

Episode 287 - Why Investors Are Panic Selling Disney -13% Today

22 Nov 2022

Contributed by Lukas

Disney's earnings report is not good.

Episode 286 - The Employee Bubble Of 2022 Is Finally Popping

22 Nov 2022

Contributed by Lukas

We're starting to see layoffs. 

Episode 285 - This Stock Is Diluting Me, Why I'm Buying It Anyway

20 Nov 2022

Contributed by Lukas

VICI is a highly dilutive company. I explain why this is a good thing in this specific case. 

The Hard Truth About Meta

04 Nov 2022

Contributed by Lukas

We give an overview of the difficult situation Meta is currently in.

Episode 284 - This Super Investor Is Finally Buying This Company

03 Nov 2022

Contributed by Lukas

Terry Smith finally buys his first share of Apple

Episode 283 - Apple Just Revealed Their Secret Weapon

03 Nov 2022

Contributed by Lukas

Most investors don't have a clue how many subscribers Apple really has.

Episode 282 - Why These Two Dividend Stocks Keep Beating The Market

31 Oct 2022

Contributed by Lukas

Deep dive analysis on Vici and UnitedHealth Group.

Episode 281 - The 2023 Market Crash

31 Oct 2022

Contributed by Lukas

In this episode we discuss the various predictions of an economic decline. 

Episode 280 - How To Invest In A Downturn

26 Oct 2022

Contributed by Lukas

In this episode we review my strategy for investing in a years long bear market.

Netflix Crushes Earnings (Live Reaction)

19 Oct 2022

Contributed by Lukas

My reaction to the Netflix earnings report

Episode 279 - Warning, Value Investing Is Dead

18 Oct 2022

Contributed by Lukas

Is value investing dead? Some big investors think so.

Episode 278 - Cathie Wood Is Angry (Open Letter To The Fed)

12 Oct 2022

Contributed by Lukas

Cathie Wood writes a letter to the FED.

Episode 277 - Investors are Giving Up (The Bears Finally Won)

12 Oct 2022

Contributed by Lukas

In this episode we discuss capitulation. 

Episode 276 - Responding to Critics - How I Value My Stocks

12 Oct 2022

Contributed by Lukas

In this episode we go over examples of my valuations. 

Episode 275 - This Is When I'll Buy These Companies

30 Sep 2022

Contributed by Lukas

I valued every company in my portfolio.

Sellers Have Gone Too Far...

28 Sep 2022

Contributed by Lukas

Here are 3 companies I'm buying. 

Episode 274 - Jeremy Siegel Just Destroyed The Fed

26 Sep 2022

Contributed by Lukas

This is the best interview of the year.

Episode 273 - I'm Excited About What The Fed Just Said

26 Sep 2022

Contributed by Lukas

We're going to get a dip in the market.

Episode 272 - I Have Bad News...

26 Sep 2022

Contributed by Lukas

We observe 5 indicators that may send the market down.

Episode 271 - Starbucks "Reinvention" Plan (My Reaction)

16 Sep 2022

Contributed by Lukas

In this episode we discuss Store Capital being purchased. Starbucks new plans to grow their company, and Disney wanting to create an amazon prime bund...

Episode 270 - Apple Stock Is Going to $200 Per Share (Here's Why)

16 Sep 2022

Contributed by Lukas

In this episode we revisit Apple and discuss why I believe the stock has a very strong potential of going to $200 per share over the next two years.&n...

Episode 269 - This Is When The Sell-Off Will End

10 Sep 2022

Contributed by Lukas

🎉 2300 Member Patreon: https://www.patreon.com/josephcarlson 🚀 Growth Portfolio: https://m1finance.8bxp97.net/rnK2Q3 💵 Dividend Portfolio: ht...