The Joseph Carlson Show

The AI Bubble Is Popping

Michael Burry and Ray Dalio are both warning of an impending AI bubble. In this epiosde we look at their history and what actions investors should take with these type of

Three Turn-Around Stocks I’m Buying Today

0:00 I Bought 3 Turnaround Stocks 1:31 Netflix — Buying More After the Selloff 6:37 Netflix’s Growth Is Being Misunderstood 10:35 The Netflix “Low-Quality Content” Cri

Google And Meta Will Beat OpenAI And Anthropic

0:00 Why Google & Meta Could Win AI 2:08 The AI Race: OpenAI vs. Anthropic 3:33 Meta Goes All-In on AI 5:08 Google's Comeback With Gemini 7:04 Gemini 4 Benchmarks 9:

How I’m Investing With $1.5 Million Stock Portfolio

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,

Everything Just Changed For Meta

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

Warning: Investors Must Prepare For The Agentic Takeover

AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transacti

The Best Stock To Buy During The "AI Slowdown"

0:00 The AI Slowdown Battle 4:05 Why Meta Benefits Most 6:49 How Meta Wins Either Way 12:41 Meta’s New AI Assistant 15:41 Zuckerberg’s Track Record 20:43 Dario’s Rea

The AI Conspiracy Is Blowing Up

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

Something Has Gone Terribly Wrong

00:00 What's Happneing In The Stock Market 17:31 Microsoft to Reveal Cloud Growth 19:45 S&P Global To Sell Capital IQ 21:52 Google Avoids Breakup 23:00 Fail Of The W

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

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

Meta Wins A Massive Strategic Victory

00:00 Meta Strategic Victory In Lawsuit 18:30 Microsoft Is Hiding From Investors 21:23 Netflix May Offer Peacock Through It's Service 26:15 Win Of The Week: SharkNinja

’m Buying $10,000 Of This Company Next

00:00 Buy Prices For Every Stock 26:18 Uber Hit Piece 38:50 Fail Of The Week: Gene Munster

How I Built A $1.5 Million Portfolio

00:00 How To Have An Edge In Investing 15:02 Sharing My Investment Journey 19:15 Top Pick 1: Meta 23:50 Top Pick 2: Uber 25:50 Top Pick 3: S&P Global 27:30 Duolingo

All The Pros All Buying These Companies

00:00 Super Investor Portfolio Update 23:00 Meta Lawsuit Gets Worse

Bill Ackman Just Bought 6 New Stocks

In this episode we review Bill Ackmans new buys.

9 Stocks That Could Make You Rich

00:00 Overview 01:24 IMAX 08:33 Reddit 11:39 MELI 13:20 Adobe 16:28 Nike 17:50 Rollins 19:40 Copart 23:04 Nebius 24:58 Cava 26:35 Fail Of The Week: Elisson vs C

Three Top Stocks To Buy Today

00:00 Introduction 01:00 A History Of Picking Stocks 06:30 Uber 11:50 Meta 18:02 Netflix 20:15 Semianalysis Gemini Has Lost 23:48 Fail Of The Week: Keith Rabois

Market Sentiment Is Quickly Changing

00:00 Intro 02:30 AWS Has Changed The Market 11:26 FICO Earnings 14:24 Uber & DoorDash 19:00 Duolingo 22:00 Texas Roadhouse 23:00 Tom Lee 2027 Prediction

I’m Buying More Today

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 e

Investors Are Missing The Best Opportunity In Years

00:00 Introduction 03:01 PayPal Stock 08:33 S&P Global Earnings 12:36 Visa and Mastercard 17:16 FICO and Robinhood 19:38 Meta and Microsoft Earnings 27:05 The Three