The Joseph Carlson Show

In Episode 301 we discuss Howard Marks predictions of a new reality for investors where the market has normalized. We've moved away from easy monetary policy and investors need to prepare.

Chris Hohn, an activist investor is demanding Google continue layoffs. 

Netflix stock surges 7% after beating subscriber numbers by a wide margin and posting 1.6 billion in free cash flow.

Disney doesn't like the new activist investor.

Terry Smith's latest letter is out, and he had a lot to say.

This podcast highlights activist investor Nelson Peltz's battle with Disney to join the board and turn the company around. It discusses Disney's underperformance, struggles with streaming, poor engagement with stakeholders, issues with leadership, and the potential impact of an activist investor on the company's future.

In Episode 299, We discuss the key differences between the Joseph Carlson Show and other channels and investors, both in terms of investing style and mentality.

I believe Amazon, Apple, Microsoft, Google, and Meta are cheap. Here's why.

In Episode 298 we discuss the investment analysis that I got wrong last year. What has changed over the past year in the fintech category, and how I'm strengthening my portfolio. We also go over Bed Bath & Beyond's Bankruptcy and Apple's new VR headset.

My thoughts on the bull cases of Tesla.