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The Joseph Carlson Show

The Joseph Carlson Show 596 Episodes Aug 20, 2026

A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.

Episodes

How I Built A $1.5 Million Portfolio Aug 20, 2026 00:35:00 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

All The Pros All Buying These Companies Aug 17, 2026 00:33:41 00:00 Super Investor Portfolio Update23:00 Meta Lawsuit Gets Worse

Bill Ackman Just Bought 6 New Stocks Aug 13, 2026 00:23:37 In this episode we review Bill Ackmans new buys.

9 Stocks That Could Make You Rich Aug 12, 2026 00:29:14 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

Three Top Stocks To Buy Today Aug 10, 2026 00:28:57 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

Market Sentiment Is Quickly Changing Aug 3, 2026 00:25:29 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

I’m Buying More Today Jul 31, 2026 00:27:05 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

Investors Are Missing The Best Opportunity In Years Jul 27, 2026 00:44:27 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

Why The Market’s Not Reacting To The Biggest Earnings Jul 15, 2026 00:20:39 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

Value Investing Has Finally Died Jul 9, 2026 00:35:55 00:00 The Growth of Momentum Investing19:00 How Buffett Comapres To Terry Smith29:00 Starbucks Is Building Their Own Software32:00 Fail Of The Week: AI Cheating In School

9 Best Stocks To Buy In July Jul 6, 2026 00:39:27 00:00 Market Dynamics & 9 Stocks28:36 Tom Lee On July Strength31:00 Fail Of The Week: Michael Saylor

Stocks Will Fall -70% According To This Expert Jun 29, 2026 00:35:33 00:00 Jeremy Grantham Predictions18:20 Zuckerberg Talks About Meta's Spend33:40 Fail Of The Week: Polen Capital Collapse

The AI Boom Is Starting To Crack Jun 25, 2026 00:28:02 00:00 The AI Trade Is Cracking07:36 Netflix At 52 Week Low17:00 Meta Sell-Off Continues23:40 Fail Of The Week: JP Morgan Community Manager

I Just Bought Two NEW Stocks Jun 22, 2026 00:48:14 00:00 Introduction02:00 The Market Is Focused on AI13:40 Why Uber & DoorDash25:00 Google's Stock Goes Down Today29:00 Fail Of The Week: Polymarket

I Invested $182,000 Into This Broken Company Jun 17, 2026 00:30:18 Why Meta is my biggest single bet today.

Investing Legend Warns About This Market Jun 15, 2026 00:26:01 00:00 Intro02:00 Portfolio Update10:00 SpaceX IPO Reaction22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds

I'm Buying These Undervalued Stocks Jun 10, 2026 00:31:14 00:00 Intro02:00 11 Top Undervalued Stocks To Buy18:26 ASML's Dominance Continues25:00 Social Reckoning Movie Trailer

These Stocks Are Going Down Jun 8, 2026 00:25:50 00:00 Overview02:00 The Market Is Getting More Volatile08:00 Steve Eisman's Bearish Take19:48 Meta Rumored Equity Raise22:00 Fail Of The Week: Sam Bankman-Fried

Google Is Fooling Everyone Jun 2, 2026 00:35:39 0:00 Intro02:00 Google's Strategic Reason For Record Dilution26:09 Tom Lee Explains Next 3 Year Bull Run19:00 YouTubers Are Taking Over Hollywood32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation

My Investing Plan For The Next 5 Years May 26, 2026 00:31:41 In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype.0:00 AI winners, losers, and the investing roadmap2:21 Phase 1: The AI scarcity boom5:31 Why today’s AI winners may not stay winners7:00 ASML, Nvidia, and durable supply-chain advantages9:04 The danger of assuming cyclicals are no longer cyclical11:13 Phase 3: Hyper

This Is The Craziest IPO Ever May 21, 2026 00:28:44 00:00 SpaceX Incredible IPO15:20 Nvidia's Amazing Earnings Report16:17 Why I'm Selling Intuit21:25 Fail Of The Week: Trevor Noah on Quarterly Reports

Super Investors Are Buying AI Stocks May 18, 2026 00:30:37 00:00 Episode Overview00:50 Chris Hohn Sells Microsoft and Buys Google08:54 Bill Ackman Buys Microsoft and Sells Google13:40 Dev Kantesaria Is Down -20% This Year17:00 Berkshire Sells a LOT of Holdings19:03 Terry Smith's Recent Performance Is Horrible21:40 Pat Dorsey Is Buying Uber23:30 Alta Rock Portfolio Bets Big On Amazon24:15 Brad Gersner Bets Big on AI25:00 Chuck Akre's Fund Will Stru

These 7 Companies Will Dominate The Future May 13, 2026 00:41:41 00:00 Episode Overview02:00 Google As An Example06:11 Amazon11:22 Uber15:20 DoorDash18:03 Shopify20:32 Meta24:58 Broadcom29:03 Mercado Libre31:50 Game Stop Rejection33:57 Fail Of The Week: Texas vs Netflix

The Best Investor In The World Just Sold Microsoft May 11, 2026 00:35:37 00:00 Episode Overview01:20 Why Chris Hohn Is Selling17:48 Chris Hohn Has Been Wrong Before24:57 Texas Roadhouse Bull Case28:23 Fail Of The Week: Prediction Markets

Analysts Were Completely Wrong About This Stock May 6, 2026 00:40:27 00:00 Episode Overview01:45 The "Culture" Problem07:37 Brad Gerstner On AI Landscape15:22 Dario's vs Jensen21:20 Ackman On Zuckerberg31:05 Fail Of The Week: NY Mayor vs Ken Griffin

Four Stocks To Buy After Earnings May 4, 2026 00:30:38 00:00 Episode Overview06:45 Meta10:10 Visa & Mastercard11:57 Microsoft13:52 Buffett on The Market Today18:59 Fail Of The Week: Ryan Cohen

Analysts Can’t Believe These Numbers Are Real Apr 30, 2026 00:45:17 00:00 Episode Overview02:00 Google Earnings19:58 Meta Earnings30:59 Amazon Earnings40:34 Fail Of The Week: Blue vs Red

This Week Is Going To Be Nuts Apr 28, 2026 00:37:31 00:00:00 - Intro & Qualtrim Overview00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood)00:10:43 - The Big Tech "AI Layoff" Myth00:18:06 - Google & Microsoft Expectations00:23:50 - Amazon & Meta Growth Strategies00:27:36 - Apple's Financial Engineering00:28:47 - Elon vs. OpenAI & The Polymarket Fail

Don't Miss This And Get Left Behind Apr 22, 2026 00:22:23 Tom Lee shares his view on why the market is set up for the best 12 to 18 months

Analyst Warns Things Could Get Much Worse Apr 21, 2026 00:31:30 00:00 Episode Overview03:53 Analysts Warn About The Market09:00 Meta Bear Case15:12 Salesforce & Adobe21:00 Netflix Earnings Reaction25:00 Fail Of The Week: The change-name AI Frenzy

Here Are ALL The Stocks I’m Buying Now Apr 17, 2026 00:43:52 00:00 Episode Overview02:00 The Market Recovery14:00 Netflix Earnings15:30 Amazon Buys Satellite Company16:28 Analysts Turn Bullish On Meta27:00 Jensen Says Amazon Is Lying37:00 Fail Of The Week: Allbirds Goes to AI39:45 New Qualtrim Feature

The Two Best Stocks To Buy In 2026 Apr 13, 2026 00:49:58 00:00 Episode Overview03:00 Portfolio Update10:11 Amazon Updated Analysis32:20 Meta Updated Analysis45:40 Fail Of The Week

Stocks Are Going Crazy Today Apr 9, 2026 00:23:35 00:00 Episode Overview02:00 Stocks Are Going Crazy07:36 Sam Altman Criticisms13:08 Fail Of The Week: Follow-up 16:20 Responding To Comments

5 High Quality Stocks That Have Fallen Off Apr 7, 2026 00:36:15 00:00 Episode Overview01:28 Qualtrim Plug02:20 Nike09:10 Booking Holdings12:48 Robinhood & American Express15:20 Intuit18:20 Jamie Dimon & Tom Lee22:25 Open AI and Anthropic IPO26:58 Fail Of The Week: Italy Court

Here’s Why Stocks Are Going Crazy Apr 1, 2026 00:27:48 00:00 Stocks Surge11:40 Buffett On The Market13:00 Fail Of The Week: Child Affordability Study21:57 Responding To Comments

Don’t Make This Huge Mistake Mar 30, 2026 00:36:35 00:00 Overview01:40 The Best Time To Buy Is now22:25 The Strategic Mistake Of Sora26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix30:58 Responding To comments

This Perfect Stock Is Down 50% Mar 25, 2026 00:35:34 00:00 Overview02:00 The Fall of FICO31:09 Meta $9 Trillion Market Cap Goal32:50 Fail Of The Week: Robots

They Wasted $80 Billion On This Mar 23, 2026 00:37:31 00:00 Overview02:41 End Of The Metaverse18:37 Mark Zuckerberg Creating AI CEO21:47 Uber Invests In Rivian23:47 Project Hail Mary Success27:20 Costco CEO Eats Hot Dog29:28 Fail Of The Week: Marc Andreessen No Introspection

They're All Making A Big Mistake Mar 17, 2026 00:42:08 00:00 Overview02:00 Apple's Superior AI Strategy25:30 Intuit Is Doubling Buybacks27:00 Adobe Earnings32:05 Netflix Paid $600 For AI Company35:00 Fail Of The Week: SEC Quarterly Report

I Just Invested $160,000 In This Stock Mar 16, 2026 00:13:00 In this episode we review why I purchased, and continue to buy, Meta.

The 6 Best Stocks On A Dip Mar 12, 2026 00:41:46 00:00 6 Compounding Machines On A Dip27:45 Tom Lee Predictions30:00 Fail Of The Week: Prediction Of AI Destruction

The Worst Case Scenario Just Happened Mar 9, 2026 00:41:30 00:00 Overview02:00 Oil Goes Above $10025:30 Anthropic Sues Trump Administration30:20 Netflix Buys Ben Affleck AI Company34:43 Fail Of The Week: More CEO's Eat Their "product"

I Valued Every Stock In My $1.3 Million Portfolio Mar 4, 2026 00:39:02 We value each stock based on historical valuation and future DCF.

Investors should keep buying, here’s why Mar 2, 2026 00:38:40 00:00 Overview02:00 Steve Eisman & Tom Lee On War06:45 Netflix Walks Away From Warner Deal20:48 Duolingo Falls 20% After Earnings32:00 Fail Of The Week: McDonalds CEO

This Doomsday Article Is Causing Investor Panic Feb 25, 2026 00:49:13 00:00 Overview02:00 Agents Remove Friction10:31 DooDash Disruptted Rebuttal24:17 Mastercard Disrupted Rebuttal32:40 The Domino Effect Rebuttal42:45 Netflix Warner Bros Update44:45 Meta & AMD Chip Deal46:36 Fail Of The Week: Robot Vacuum Hacking

Super Investors Keep Buying These Stocks Feb 20, 2026 00:26:59 00:00 Overview02:00 Super Investor Buys17:17 Moody's Earnings22:40 DoorDash Earnings23:55 Fail Of The Week: Sam & Dario

Three Monopoly Stocks To Buy Now Feb 18, 2026 00:37:24 00:00 Investors Are Scared14:00 3 Monopolies To Buy17:14 Chris Hohn 13f Holding Update19:18 Netflix And Warner Bros21:20 Responding To Jeremy On Duolingo31:52 Fail Of The Week: Chamath Palihapitiya

Something Big Is Happening Feb 11, 2026 00:28:48 00:00 Introduction02:00 Things Are Changing Fast19:50 Bill Ackman Buys Meta

Michael Burry Says We're In Another Bubble Feb 9, 2026 00:35:36 00:00 Overview02:00 Burry's Argument11:30 Big Tech Valuation18:50 Jensen Asked About CAPEX31:34 Fail Of The Week: Anthropic Super Bowl Ad

The Biggest Loss Ever Feb 5, 2026 00:26:23 00:00 Overview01:13 Stock Market Panic 13:10 Duration And Business Model19:59 Uber Earnings21:40 Fail Of The Week: Netflix at Congress

I Bought $40,000 Of A New Stock Feb 3, 2026 00:32:42 00:00 Overview02:00 Meta Analysis12:50 Meta Capex Spend Explained22:00 Tom Lee Bitcoin Prediction23:15 Waymo Accident27:47 Nvidia Walks Back OpenAI Deal

The Microsoft Stock Sell-Off Explained Jan 29, 2026 00:28:43 00:00 Overview02:00 Microsoft13:00 Meta18:24 ASML20:08 Mastercard22:00 Tesla

Revealing My $1,400,000 Stock Portfolio Of Compounding Machines Jan 26, 2026 00:36:11 Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/00:00 Overview01:46 Google06:18 Mastercard09:40 Amazon11:20 S&P Global and Moody's12:45 ASML15:20 Netflix20:12 Microsoft21:06 Costco24:44 Intuit26:33 Salesforce28:10 Texas Roadhouse30:40 Equifax32:30 Duolingo

It’s Time To Sell America Jan 20, 2026 00:35:24 00:00 Overview01:58 The Markets Are Sinking14:53 Buying $5,000 More Of Duolingo18:17 Netflix Earnings21:50 Andy Jassy On Job Loss26:20 Chris Hohn Breaks Hedge Fund Record30:25 Fail Of The Week: Beast Games Contestant

4 Compounding Machines To Buy Now Jan 14, 2026 00:28:44 00:00 Introduction03:00 Netflix & Warner Bros11:40 JP Morgan Is No Longer A Bank16:00 Amazon Advances With Robotics18:52 Visa & Mastercard Interest Rate Cap23:37 Gemini's Unfair Advantage25:47 Fail Of The Week: Matthew Mcconaughey Trademarks Himself

The FED Goes To War With Trump Jan 12, 2026 00:27:11 00:00 Fed vs President Trump15:00 Duolingo CFO Steps Down23:40 Apple and Google Partnership25:13 Paramount Sues Warner Bros

This Stock Is Unstoppable Jan 9, 2026 00:33:27 00:00 Preview02:00 The Best Stock17:08 Warner Bros Rejects Paramount, Again19:00 Brad Gerstner on 202622:55 Palmer Luckey's Great Take24:00 Trump Blocking Wall Street from Buying Homes28:00 Fail Of The Week: AI "Pranks"

10 Super Wide-Moat Compounding Machine Stocks To Buy Now Jan 7, 2026 00:40:50 We discuss 10 of the most incredible companies on planet earth, and why they're worth considering as an investment.

I Ranked The Best And Worst Stocks Of 2025 Dec 29, 2025 00:45:05 00:00 Overview02:00 Best & Worst Stocks Of 202529:50 2026 Predictions37:20 Fail Of The Week: The Nike Exploiter

How To Grow A $1 Million Portfolio Dec 22, 2025 00:26:53 00:00 Introduction02:00 Blueprint to $1 million Portfolio19:20 Waymo Causes Roadblock23:32 Fail Of The Week: losing Everything

Paramount Was Denied Dec 18, 2025 00:29:46 00:00 Overview02:46 Paramount Was Denied19:45 Tom Lee Is Bearish21:17 Mark Mahaney on Google In 202624:11 Netflix Is Now In Podcasts25:38 Fail Of The Week: Director Tricks Netflix

10 Value Stocks To Buy For 2026 Dec 16, 2025 00:43:41 00:00 Overview03:00 2025 picks05:00 Amazon09:00 Bristol Myers Squibb11:00 Comcast14:00 Exxon Mobile15:00 Fairfax Financial16:50 Flutter Entertainment18:33 Madison Square Garden21:04 Visa22:57 SL Green Realty24:34 Disney26:21 Disney Deal with OpenAI32:00 Google Goes After Zillow35:00 Fail Of The Week: Elizabeth Warren

I'm Buying $10,000 Of This "Dead Money" Stock Dec 10, 2025 00:31:45 00:00 Overview02:00 Netflix Is Dead Money04:00 Outline Of My Buy Strategy08:00 Why Netflix Wins In Every Case24:30 Waymo Reaches 450,000 Rides Per Week29:00 Investors Are Turning Away From AI Stocks

I Ran Valuation Analysis On The Most Popular Stocks Dec 8, 2025 00:51:40 00:00 Overview03:00 Mastercard08:00 Meta10:24 Adobe14:20 Amazon15:02 Duolingo17:03 Nvidia18:25 Salesforce19:25 Google21:05 Microsoft21:25 Uber22:50 Netflix26:00 Tesla28:10 Palantir29:50 ASML31:30 Paramount Hostile Bid40:50 Fail Of The Week: Waymo vs Kitkat

Netflix Buys Warner Bros For $72 Billion Dec 5, 2025 00:24:23 What does this mean? We review it in this episode.

Google Is Making Everyone Worried Dec 3, 2025 00:29:01 00:00 Introduction03:00 OpenAI Sam Altman Declares Code Red12:45 Google Servers In Space15:03 Waymo Is Changing Health Care23:32 Netflix Buying Warner Media26:25 Fail Of The Week: Waymo

I Just Bought $77,000 Of This Stock Dec 1, 2025 00:31:24 00:00 Introduction03:16 My Biggest Buy (Mastercard)15:30 Google VS Nvidia25:00 Stranger Things Premiere26:52 Fail Of The Week: Gene Munster Google Take

Michael Burry & Ray Dalio Say The Market Is In A Huge Bubble Nov 25, 2025 00:33:51 00:00 Introduction02:00 Ray Dalio & Michael Burry Bubble Talk18:29 Google Stock Goes Up 6%23:28 I Bought More Mastercard & Sold Booking Holdings18:17 My Favorite Things

I’m Buying $10,000 to $20,000 Of This Stock Nov 19, 2025 00:29:11 00:00 Introduction02:50 Google Hits $30008:00 Why Mastercard Is Misunderstood22:23 Nvidia Earnings26:50 Win Of The Week

The Worlds Best Investor Just Bought Google Nov 17, 2025 00:39:08 Today's episode we look at Warren Buffett's buy into Google and review the portfolio changes of top Super Investors.

I Just Bought $5,000 Of This Stock Nov 14, 2025 00:38:11 00:00 Amazon Catalysts13:00 5 Stocks Worth Considering30:03 Tom Lee & Dan Ives On Market Sell Off33:38 Netflix Party games35:12 Fail Of The Week: Michael Saylor

Michael Burry Warns About The Stock Market Again Nov 12, 2025 00:43:38 00:00 Michael Burry Short Position26:59 Mark Mahaney Top 3 Stock Picks35:43 Waymo Expands To Freeway37:30 Fail Of The Week - Admitting Your Fraud

Don’t Waste This Opportunity Nov 10, 2025 00:38:36 00:00 Overview03:00 Don't Miss The Opportunity18:20 Visa & Mastercard Settle22:50 $2,000 Dividend Stimulus25:19 Gene Munster Apple Call28:00 Dan Ives Meta Table Pounder29:20 Mark Mahaney on Duolingo & Uber32:50 Fail Of The Week - Employees Harass HR

The Rise And Fall Of Duolingo Nov 6, 2025 00:45:18 00:00 Overview04:00 Duolingo Reaction36:00 Google TPU Advancement38:00 Fail Of The Week Chipotle

6 Stocks To Buy In An Overvalued Market Nov 5, 2025 00:34:04 00:00 Introduction03:04 Meta's Issue with Capex08:35 Salesforce & Adobe Fundamentals vs Sentiment12:00 S&P Global & Equifax Catalysts Ahead15:36 Netflix's Underappreciated Financial Strength22:29 Uber CEO On It's Future26:00 Amazon Sues Perplexity

Tom Lee On Earnings Week: The Market Will Keep Going Up Nov 3, 2025 00:41:53 00:00 Overview02:00 Palantir06:00 Shopify08:30 Uber13:50 Spotify15:57 AMD17:34 FICO18:15 Duolingo26:40 Texas Roadhouse28:55 Tom Lee Case For The Bull Market32:54 Amazon OpenAI Deal34:07 Fail Of The Week: Sam Altman

Amazon and Google Surge Higher After Earnings Oct 30, 2025 00:18:31 Amazon and Google both reported earnings, both stocks are soaring. We discuss the recent earnings reports.

I’m Betting Big On This Company Going Into Earnings Oct 27, 2025 00:48:19 Google, Amazon, Meta, Apple, all report earnings this week. We break down what to expect and why I'm betting so big on Google.

This Company Is The Best Robotics Investment Oct 23, 2025 00:27:55 00:00 Overview01:44 Netflix Earnings08:00 Tesla Earnings13:45 Amazon Replacing 600,000 Jobs22:40 Fail Of The Week: NBA Coach Bets His Life

I'll Keep Buying Any Dip In This Company Oct 21, 2025 00:29:31 00:00 Overview02:00 OpenAI Releases AI Browser13:10 Salesforce Stock Surge15:00 Equifax Earnings18:45 Warner Bros Sale21:50 Netflix Future23:15 Fail Of The Week: Amazon

The Joseph Carlson Show

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