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The Joseph Carlson Show

by The Joseph Carlson Show

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Latest episodes

  • The AI Bubble Is Popping

    October 8, 2026 · 21 min

    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 warnings.

  • Three Turn-Around Stocks I’m Buying Today

    October 5, 2026 · 36 min

    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” Criticism 17:53 Uber — Buying the 30%+ Drop 21:18 S&P Global — My Third…

  • Google And Meta Will Beat OpenAI And Anthropic

    October 1, 2026 · 31 min

    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 9:33 Google & Meta's Financial Advantage 12:16 Free AI, Pricing &…

  • How I’m Investing With $1.5 Million Stock Portfolio

    September 28, 2026 · 36 min

    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…

  • Everything Just Changed For Meta

    September 21, 2026 · 30 min

    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…

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  • Warning: Investors Must Prepare For The Agentic Takeover

    September 18, 2026 · 43 min

    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…

  • The Best Stock To Buy During The "AI Slowdown"

    September 14, 2026 · 36 min

    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 Real Incentives 29:21 The Problem With “Coordinated Pacing” 31:46 Fail of the…

  • The AI Conspiracy Is Blowing Up

    September 10, 2026 · 27 min

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

  • Something Has Gone Terribly Wrong

    September 3, 2026 · 25 min

    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 Week: Teleprompter Operator

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

    August 31, 2026 · 42 min

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

  • Meta Wins A Massive Strategic Victory

    August 26, 2026 · 30 min

    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's Innovation

  • ’m Buying $10,000 Of This Company Next

    August 24, 2026 · 43 min

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

Full episode archive on Apple Podcasts →

About the show

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