The Joseph Carlson Show
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Latest episodes
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Google Stock Is In Trouble
October 29, 2026 · 29 min00:00 Google’s Selloff & My Portfolio 04:20 Google’s Revenue Growth 06:00 Understanding Google’s Earnings & Valuation 09:03 Free Cash Flow & Capital Spending 10:49 Is AI Hurting Google Search? 14:15 Management’s Explanation & AI…
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Anthropic Just Released Their Financials… The Numbers Are Insane
October 26, 2026 · 29 minAnthropics S1 shows the fastest growth ever.
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I'm Buying More Of This Stock Tomorrow
October 21, 2026 · 27 minI explain why I'm buying $5,000 of Netflix tomorrow.
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The Best Stocks To Buy This Week
October 19, 2026 · 39 min00:00 Earnings Season Heats Up & AI Bubble Fears 01:26 Qualtrim Membership 02:24 SpaceX Earnings: Starlink, Space & AI 05:47 SpaceX vs. Amazon: The Valuation Problem 09:24 Netflix Earnings: A Buying Opportunity? 12:16 ASML: When Market…
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The Entire Market Relies On These Stocks
October 12, 2026 · 33 minThe new earnings season has started where the majority of growth is coming from a few AI companies.
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The AI Bubble Is Popping
October 8, 2026 · 21 minMichael 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 warnings.
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Three Turn-Around Stocks I’m Buying Today
October 5, 2026 · 36 min0:00 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” Criticism 17:53 Uber — Buying the 30%+ Drop 21:18 S&P Global — My Third…
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Google And Meta Will Beat OpenAI And Anthropic
October 1, 2026 · 31 min0:00 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 9:33 Google & Meta's Financial Advantage 12:16 Free AI, Pricing &…
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How I’m Investing With $1.5 Million Stock Portfolio
September 28, 2026 · 36 minI 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…
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Everything Just Changed For Meta
September 21, 2026 · 30 minMeta 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…
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Warning: Investors Must Prepare For The Agentic Takeover
September 18, 2026 · 43 minAI 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…
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The Best Stock To Buy During The "AI Slowdown"
September 14, 2026 · 36 min0:00 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 Real Incentives 29:21 The Problem With “Coordinated Pacing” 31:46 Fail of the…

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