The Joseph Carlson Show

00:35:47

Three Turn-Around Stocks I’m Buying Today

The Joseph Carlson Show ·

2026/10/05

0:00 I Bought 3 Turnaround Stocks1:31 Netflix — Buying More After the Selloff6:37 Netflix’s Growth Is Being Misunderstood10:35 The Netflix “Low-Quality Content” Criticism17:53 Uber — Buying the 30%+ Drop21:18 S&P Global — My Third Purchase24:13 Nike — Why I’m Still Avoiding It26:03 FICO — Great Business, Major Risk27:42 Tom Lee Says Investors Are Too Pessimistic29:12 Fail of the Week: Apple vs. AI Agents

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00:31:21

Google And Meta Will Beat OpenAI And Anthropic

The Joseph Carlson Show ·

2026/10/01

0:00 Why Google & Meta Could Win AI2:08 The AI Race: OpenAI vs. Anthropic3:33 Meta Goes All-In on AI5:08 Google's Comeback With Gemini7:04 Gemini 4 Benchmarks9:33 Google & Meta's Financial Advantage12:16 Free AI, Pricing & Monetization17:26 Trust, Distribution & OpenAI's Super-App Problem23:05 Netflix Selloff & Ted Sarandos25:52 FICO's Stock Collapse

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00:35:47

How I’m Investing With $1.5 Million Stock Portfolio

The Joseph Carlson Show ·

2026/09/28

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

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00:29:58

Everything Just Changed For Meta

The Joseph Carlson Show ·

2026/09/21

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

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00:43:28

Warning: Investors Must Prepare For The Agentic Takeover

The Joseph Carlson Show ·

2026/09/18

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

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00:35:38

The Best Stock To Buy During The "AI Slowdown"

The Joseph Carlson Show ·

2026/09/14

0:00 The AI Slowdown Battle4:05 Why Meta Benefits Most6:49 How Meta Wins Either Way12:41 Meta’s New AI Assistant15:41 Zuckerberg’s Track Record20:43 Dario’s Real Incentives29:21 The Problem With “Coordinated Pacing”31:46 Fail of the Week: Hunter Biden’s Meme Coin

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00:26:35

The AI Conspiracy Is Blowing Up

The Joseph Carlson Show ·

2026/09/10

Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode.

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00:24:44

Something Has Gone Terribly Wrong

The Joseph Carlson Show ·

2026/09/03

00:00 What's Happneing In The Stock Market17:31 Microsoft to Reveal Cloud Growth19:45 S&P Global To Sell Capital IQ21:52 Google Avoids Breakup 23:00 Fail Of The Week: Teleprompter Operator

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00:41:34

Investor Warning: They’re All Lying To You About AI

The Joseph Carlson Show ·

2026/08/31

Why the biggest bear, Ed Zitron, belives AI is a con.

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00:29:44

Meta Wins A Massive Strategic Victory

The Joseph Carlson Show ·

2026/08/26

00:00 Meta Strategic Victory In Lawsuit18:30 Microsoft Is Hiding From Investors21:23 Netflix May Offer Peacock Through It's Service26:15 Win Of The Week: SharkNinja's Innovation

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00:43:11

’m Buying $10,000 Of This Company Next

The Joseph Carlson Show ·

2026/08/24

00:00 Buy Prices For Every Stock26:18 Uber Hit Piece38:50 Fail Of The Week: Gene Munster

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00:35:00

How I Built A $1.5 Million Portfolio

The Joseph Carlson Show ·

2026/08/20

00:00 How To Have An Edge In Investing15:02 Sharing My Investment Journey19:15 Top Pick 1: Meta23:50 Top Pick 2: Uber25:50 Top Pick 3: S&P Global27:30 Duolingo DAU Update29:20 Fail Of The Week: Amazon Drone Delivery30:45 New Carlson Family Member

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00:33:41

All The Pros All Buying These Companies

The Joseph Carlson Show ·

2026/08/17

00:00 Super Investor Portfolio Update23:00 Meta Lawsuit Gets Worse

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00:23:37

Bill Ackman Just Bought 6 New Stocks

The Joseph Carlson Show ·

2026/08/13

In this episode we review Bill Ackmans new buys.

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00:29:14

9 Stocks That Could Make You Rich

The Joseph Carlson Show ·

2026/08/12

00:00 Overview01:24 IMAX08:33 Reddit11:39 MELI13:20 Adobe16:28 Nike17:50 Rollins19:40 Copart23:04 Nebius24:58 Cava26:35 Fail Of The Week: Elisson vs California

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00:28:57

Three Top Stocks To Buy Today

The Joseph Carlson Show ·

2026/08/10

00:00 Introduction01:00 A History Of Picking Stocks06:30 Uber11:50 Meta18:02 Netflix20:15 Semianalysis Gemini Has Lost23:48 Fail Of The Week: Keith Rabois

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00:25:29

Market Sentiment Is Quickly Changing

The Joseph Carlson Show ·

2026/08/03

00:00 Intro02:30 AWS Has Changed The Market11:26 FICO Earnings14:24 Uber & DoorDash19:00 Duolingo22:00 Texas Roadhouse23:00 Tom Lee 2027 Prediction

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00:27:05

I’m Buying More Today

The Joseph Carlson Show ·

2026/07/31

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

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00:44:27

Investors Are Missing The Best Opportunity In Years

The Joseph Carlson Show ·

2026/07/27

00:00 Introduction03:01 PayPal Stock08:33 S&P Global Earnings12:36 Visa and Mastercard17:16 FICO and Robinhood19:38 Meta and Microsoft Earnings27:05 The Three Layers of AI37:05 ASML and China’s Chip Machines39:11 AI, Hiring, and the Future of Jobs41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem

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00:20:39

Why The Market’s Not Reacting To The Biggest Earnings

The Joseph Carlson Show ·

2026/07/15

00:00 Introduction02:00 ASML Earnings Reaction10:00 Netflix Earnings Tomorrow11:50 JP Morgan & The Banks12:20 Buffett Reveals He Bought GoogleFail Of The Week: Kalshi & New York City

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