The Joseph Carlson Show (The Joseph Carlson Show)

How Josh Tarasoff predicted the future.

We discuss the ongoing sell off in the QQQ.

In episode 244 we discuss Walmart and Home Depot's earnings report.

00:00 Intro 01:30 Is Gen AI a Bubble? 09:15 Steve Eisman interview 13:44 Brian's plan for Starbucks

In this episode, we discuss 3 deep value stocks. VICI exploring into new categories, Apple releasing a VR headset, and why Howard Marks is now turning aggressive.

The Patreon Membership INCLUDES Qualtrim Dip Finder, Insights, and the dividend tracker. It also includes access to a discord community. Join with a free trial: https://www.patreon.com/josephcarlson

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

We examine the biggest winners and losers of the past week.

Is Google's dominance coming to an end?

Netflix stock has sold off by 20% after hours. We discuss whether or not this sell-off is justified. 

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

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

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

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

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

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

What's your edge as an investor?

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

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

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 Price

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 Earnings 21:30 PayPal Earnings 24:15 CrowdStrike Lawsuit 35:10 Cancel Netflix Campaign

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 Earnings 16:00 Dominos Earnings 20:50 Netflix Earnings 25:28 American Express Earnings

We observe 5 indicators that may send the market down.

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 policy and investors need to prepare.

Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.

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. 

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

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

The real estate dividend stock VICI announced it's buying MGM Growth, the biggest owner of real estate on the Vegas Strip. We discuss the deal in this episode.  

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Join the Patreon and get access to a discord community with over 1,500 active members. Exclusive episodes, qualtrim (dividend tracking app and website), notifications of buys/sells, and much more.   

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Have a question for me? Email me: joseph@josephcarlsonshow.com (I won't share your name if I use your question on the show)  

This show is for entertainment purposes only and not to be considered financial advice. Some of the links above are affiliate links that help financially support the channel at no cost to you.

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 30:44 I Don't Trust Sam Altman

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

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

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.

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.

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

5 Companies make up around half my total dividend income. In this episode we discuss each of these stocks and my current thoughts on them.

We're starting to see layoffs. 

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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 Congress vs Visa & Mastercard

Is value investing dead? Some big investors think so.

A monopoly will never talk about being a monopoly.

This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.

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

The Patreon Membership INCLUDES Qualtrim Dip Finder, Insights, and the dividend tracker. It also includes access to a discord community. Join with a free trial: https://www.patreon.com/josephcarlson

🎉 Patreon: https://www.patreon.com/josephcarlson💵 Dividend Portfolio: https://m1finance.8bxp97.net/6bggdm🚀 Growth Portfolio: https://m1finance.8bxp97.net/15Wg4R📈 Revenue Charts: https://hypercharts.co/aapl?r=smtCSTd6 Join the Patreon and get access to a discord community with over 1,500 active members. Exclusive episodes, qualtrim (dividend tracking app and website), notifications of buys/sells, and much more: https://www.patreon.com/josephcarlson Get two free stocks when you sign up for webull: https://act.webull.com/k/naFfOIQZVjzi/mainMerch: https://teespring.com/stores/the-joseph-carlson-show Second channel: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQM1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/Twitter: https://twitter.com/joecarlsonshow Have a question for me? Email me: joseph@josephcarlsonshow.com (I won't share your name if I use your question on the show)  This show is for entertainment purposes only and not to be considered financial advice. Some of the links above are affiliate links that help financially support the channel at no cost to you.

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

Terry Smith finally buys his first share of Apple

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.

In episode 221 we discuss market pessimism, Matrix creators suing Warner Bros, Peloton being purchased by big tech, and the controversy Spotify has found themself in.

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!

The Patreon Membership INCLUDES Qualtrim Dip Finder, Insights, and the dividend tracker. It also includes access to a discord community. Join with a free trial: https://www.patreon.com/josephcarlson

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

In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.

Apply finally announces their AR headset.

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Join a community with over 2,000 other investors and get access to over 40 bonus episodes (new ones every week) and Qualtrim Insights by joining the Patreon: https://www.patreon.com/josephcarlson

The Evergrande sell off has started. How long will it last?

In episode 239 we discuss the ongoing popping of the content bubble.

The Patreon Membership INCLUDES Qualtrim Dip Finder, Insights, and the dividend tracker. It also includes access to a discord community. Join with a free trial: https://www.patreon.com/josephcarlson

00:00 Trump Wins

08:15 Company Specific Impacts

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 TikTok financial advice has an unexpected turn.

Tesla is the worst performing stock in the S&P 500 and QQQ.

In episode 226 we discuss the ongoing market crash and the options available to investors.

On Episode 198 we discuss why inflation is going to get worse over time, not better. And we determine what's best to do with our portfolios.

Here's When I'll Sell My Stocks

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

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 Uncool

Join a community with over 2,000 other investors and get access to over 40 bonus episodes (new ones every week) and Qualtrim Insights by joining the Patreon: https://www.patreon.com/josephcarlson

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 options play on GME. And Paramount is merging with Skydance.

Disney continues to rapidly gain subscribers on Disney+. Michael Burry is betting against ARK Invest. Cathie Wood defends her fund, claiming it's not a bubble, and big tech continues to consolidate the entertainment industry. 

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Join the Patreon and get access to a discord community with over 1,500 active members. Exclusive episodes, qualtrim (dividend tracking app and website), notifications of buys/sells, and much more. Hypercharts: https://hypercharts.co/aapl?r=smtCSTd6 (use the link above to get $10 off the yearly subscription) 00:00 Intro 03:44 Portfolio update 11:33 Michael Burry shorting ARK 18:27 Big Tech owning Hollywood Get two free stocks when you sign up for webull: https://act.webull.com/k/naFfOIQZVjzi/main Merch: https://teespring.com/stores/the-joseph-carlson-show Second channel: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow Have a question for me? Email me: joseph@josephcarlsonshow.com (I won't share your name if I use your question on the show) This show is for entertainment purposes only and not to be considered financial advice. Some of the links above are affiliate links that help financially support the channel at no cost to you.

Apple has a plan for selling more iPhones and avoiding regulation. We discuss their plan in this episode.

As stocks hit all time highs we take a look at Jeff Bezos involvement with Amazon.

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

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.

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

Here's a breakdown of why I think big tech is still undervalued.

In this podcast we discuss Amazon's earnings results and the stock falling 15% after hours!

The Patreon Membership includes Qualtrim Dip Finder, Insights, and the dividend tracker. It also includes access to a discord community. Join with a free trial: https://www.patreon.com/josephcarlson

We break down what this tariff plan means for the future

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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.

00:00 Introduction 02:40 Buffett's General Life Advice 10:31 Understanding Human Behavior 17:50 Emotional Investing 19:28 Is Diversification Necessary 21:45 Elon Musk 26:15 This Business is Way Better Than Any Of Our Companies 30:19 Buffett on Paramount 31:12 Microsoft Merger

The main focus is now on profits.

00:00 Intro 01:55 Nvidia Earnings Predictions 15:10 Crowdstrike Earnings Predictions 18:15 Salesforce Earnings Predictions 23:04 Lululemon Earnings Predictions 27:41 Ulta Beauty Earnings Predictions 32:50 Costco in Japan

00:00 Intro

04:08 Why Big Tech Is Undervalued

22:02 Waymo & Uber

26:13 Google Is Ahead In AI

31:05 Amazon Implementing AI

34:00 Berkshire Giveaway

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 unlimited shrimp for $20.

The Patreon Membership includes Qualtrim Dip Finder, Insights, and the dividend tracker. It also includes access to a discord community. Join with a free trial: https://www.patreon.com/josephcarlson

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📈 Revenue Charts: https://qualtrim.com/

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

The Patreon Membership includes Qualtrim Dip Finder, Insights, and the dividend tracker. It also includes access to a discord community. Join with a free trial: https://www.patreon.com/josephcarlson

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

In episode 214, I discuss the current rotation out of tech, which stock I'm buying, and Elizabeth Holmes verdict.

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 Boeing Pleads Guilty 26:20 Paramount Merger

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In episode 235 we discuss how the fed is changing the market.

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

00:00 Disney Earnings

05:22 Jim Cramer Covers Texas Roadhouse

21:15 Story Fund vs SPY update

On Episode 197 we discuss changes to my portfolio management strategy, Disney earnings, YouTube removing the dislike count, and Zillow's embarrassing failure into home flipping.

In episode 228 we discuss the upcoming recession and how I plan on investing through it.

Big Tech has grown big and powerful using software, but how well does that translate into the real world?  

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