The Joseph Carlson Show
The Joseph Carlson Show
A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.
Episodes
Mentioned books
Jan 2, 2024 • 13min
Episode 364 - You're Being Tricked Into Losing Money
In this episode we discuss the importance of not being scared out of the market.
Dec 23, 2023 • 17min
My Investment Strategy For 2024
What's your edge as an investor?
Dec 20, 2023 • 34min
Episode 363 - Top Ten Deep Value Stocks For 2024
The podcast covers various news items including top ten deep value stocks for 2024, an interview with the CEO of Costco, Apple no longer selling Apple Watch, the cancellation of the Adobe and Figma deal, and the sentencing of Trevor Milton, the former Nikola CEO.
Dec 19, 2023 • 29min
Episode 362 - My Five Favorite Stocks For 2024
00:00 Introduction
00:40 VICI
06:48 Netflix
11:53 Costco
19:20 S&P Global
23:20 Canadian Pacific
Dec 6, 2023 • 25min
Episode 361 - My Warning To Investors For 2024
The host discusses their investing strategy, compares portfolio performance to S&P 500, warns about unrealistic conclusions for future success, analyzes GTA 6 revenue streams, explores the significance of AI and its impact on various sectors, and emphasizes the importance of cost structure in tech companies.
Nov 29, 2023 • 20min
You Can Outperform The Market, Here's How
Most data you see shows you all the ways you can't win. Here's some data showing the other side.
Nov 28, 2023 • 20min
Episode 359 - Everyone Was Wrong About Black Friday
The hosts discuss the importance of embracing change in business. They challenge the perception that Black Friday was a failure by highlighting the success of online retailers like Amazon and Shopify. They discuss Amazon's sales performance and compare it to Shopify. They also criticize Elizabeth Warren's concerns about a sandwich shop monopoly.
Nov 21, 2023 • 31min
Episode 358 - I Just Spent $5,000 On This Undervalued Stock
In this podcast, they discuss stock picks and the drama surrounding OpenAI and Microsoft's hiring of the entire OpenAI team. They also analyze the investment case for Canadian Pacific, including its growth potential and recent merger. Additionally, they talk about the leadership crisis at OpenAI and the excitement and impact of the Mega Race Las Vegas event on Vichy's investment.
Nov 15, 2023 • 20min
Super Investors Are Doing This Now
Chris Hohn, Terry Smith, Josh Tarasoff, Michael Burry, and Thomas Russo talk about recent stock market gains, their well-performing portfolios including Netflix and Amazon, investment philosophies of Smith and Hone, the sale of Spotify's position, and an analysis of Russo's conservative portfolio holdings.
Nov 14, 2023 • 19min
Episode 356 - Is Big Tech Overvalued?
Analyzing the valuation of Big Tech companies and their potential for growth through AI integration. Exploring the caution needed due to expensive prices surpassing intrinsic value. Discussion about a demo of a new device and its features. The United States credit rating outlook being changed to negative by Moody's. The lower than expected opening weekend box office earnings for a movie and the implications for Disney.
