The Joseph Carlson Show

Microsoft has somehow managed to become the leader in AI, with a lucky partnership with OpenAI. We discuss the implications this has on the stock and its long-term future.

Discussion on recent earnings reports, analysis of Apple's earnings report and the importance of their ecosystem, exploring the revenue decline and hidden growth in Apple's business, analysis of various companies' strong financial performance, decline in consumer discretionary spending, success of Amazon's prime day, growth of subscribers for companies like Netflix and Spotify, and quality of shot on iPhone footage from an Apple event.

In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.

00:00 Introduction 02:50 My Portfolios 04:25 Coca Cola 06:50 Verizon 09:20 Spotify 11:45 Microsoft 16:15 Google 22:08 Snapchat 23:10 Visa & Mastercard 26:36 Canadian Pacific 27:48 VICI 28:40 Thermo Fisher Scientific 29:50 Texas Roadhouse 30:50 Meta 34:40 Tractor Supply Company 37:10 Amazon 41:56 Chipotle

The podcast covers various topics including the conflict between Hamas and Israel, recent stock purchases including Intuit, Chipotle, and Canadian Pacific, Nelson Peltz increasing his stake in Disney, and the impact of retail crime on companies like Home Depot.

The CEO of Microsoft takes the stand in the courtroom and does not hold back against Google. In his testimony, he paints Google out to be a large anti-competitive company that boxes out all viable competition. Google gets the chance to respond.

Stocks are falling, the 10 year treasury is rising. I look over my portfolio. Bill Ackman talks about why he believes things have changed, he overviews his portfolio, and he explains is purchase into Google.

00:00 Introduction 01:50 Amazon Invests In AI Company 09:20 Writers Srike Ends 12:38 AI Voice Translation 14:00 Reacting To TikTok $700 Pen

Apple released iPhone 15 and investors are disappointed. The podcast analyzes the event, discusses comparisons with Cusco, and explores Warren Buffet's investment strategy. It also criticizes blaming CEOs for stock performance and advises investing in ETFs instead of individual stocks.

00:00 Introduction 01:45 Patreon Sponsorship 03:46 Better Cash Management 09:50 LULU Earnings Report 13:20 Disney vs Charter 18:03 My Retirement Account 24:24 TikTok Life Advice