The Joseph Carlson Show

00:00 Preview 00:43 Portfolio Highlights 04:50 Buffett on Selling Banks 09:29 Buffett on The Economy 12:56 Buffett on Crypto 15:58 Buffett on Selling TSM 18:06 Buffett on Keeping Apple 20:42 Buffett on Buying Paramount 23:40 The Problem With Amazon 27:40 Jassy on Amazon AI 30:15 Jassy on Amazon Advertising 32:48 Jassy on Amazon Prime Video

We have yet another warning of a real estate crash. We tally the record and compare the bears predictions to reality. 00:00 Preview 01:20 The Commercial Real Estate Crash 13:49 Nintendo Has Blockbuster Success 20:27 Costco Competitor Boxed Goes Bankrupt

The Activision Blizzard Microsoft deal gets closer. In this video I do analysis on the upside potential of investing now.

In this episode I review every holding in the Story Fund.

Elon Musk is wrong in asking for the halting of progress in AI. Not only is this letter self-serving and a double standard to everything Elon has worked on. But its claims are unfounded by history, logically flawed, and would create far more problems than they solve.

Many bank stocks are selling off and in the distressed territory. I explain in this video why I'm not buying these stocks. 🎉 3,000 Member Patreon: https://www.patreon.com/josephcarlson 🚀 Growth Portfolio: https://m1finance.8bxp97.net/5b6oEb 💵 Dividend Portfolio: https://m1finance.8bxp97.net/Aox7qJ Join the Patreon and get access to a discord community with over 3,000 active members. Exclusive episodes, qualtrim (dividend tracking app and website), notifications of buys/sells, and much more: https://www.patreon.com/josephcarlson00:00 Preview 01:17 Patreon Plug 02:25 Banks Use Lots Of Leverage 04:04 Banking Is A Confidence Game 08:20 Banking Is Complex 15:00 The Risk Of Bank Runs 19:03 Sticking To A Disciplined Strategy Joseph Carlson After Hours: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow Some of the links are affiliate links. About Joseph Carlson: I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.

🎉 3,000 Member Patreon: https://www.patreon.com/josephcarlson 🚀 Growth Portfolio: https://m1finance.8bxp97.net/5b6oEb 💵 Dividend Portfolio: https://m1finance.8bxp97.net/Aox7qJ Join the Patreon and get access to a discord community with over 3,000 active members. Exclusive episodes, qualtrim (dividend tracking app and website), notifications of buys/sells, and much more: https://www.patreon.com/josephcarlson00:00 Preview 01:21 Recap of SVB Collapse 05:10 FDIC Takes Control Of Bank 07:20 Panic In The Market 09:10 Impact On Broader Economy Joseph Carlson After Hours: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow Some of the links are affiliate links. About Joseph Carlson: I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.

The most purchased stock by super investors last quarter was Amazon. In this video I speculate on why they choose this stock over others.

I look once again at Costco, the warehouse giant and compounding machine. 

The podcast discusses Salesforce's switch in strategy towards focusing on profits and delivering annual contract value. It analyzes Salesforce's financial performance, key metrics, and stock-based compensation. The speaker emphasizes the CEO's intentions to improve profitability and responds to shareholder requests.