The Joseph Carlson Show

00:00 intro02:22 Bill Ackman 13f08:40 Michael Burry 13f13:38 Christopher Boomstran 13f20:20 Dev Kantesaria 13f22:56 Berkshire 13f25:00 Chris Hohn 13f26:10 Terry Smith 13f28:00 Sundar Pichai Answers Tough Questions45:00 Fail Of The Week: Financial Times on Sam Altmans Cooking

00:00 intro02:00 Chris Hohn History20:30 Triple Front Partners 13f22:30 Chuck Akre 13f23:40 Josh Tarasoff 13f24:40 Polen Capital 13f27:36 AirBnb Midlife Crisis35:40 Waymo Recalls 1,200 Cars

00:00 intro02:05 US-China Trade Deal16:03 Biggest Fail Of The Year21:13 Regulation of Pharma Prices28:24 Why Is Microsoft Azure Growing So Fast

00:00 Intro02:00 US and UK Trade Deal Analysis07:30 Google Stock Struggles15:20 Palantir Top Ten Tech Stock22:50 Cathie Wood Tesla Prediction

00:00 Intro02:21 Big Tech vs The Bears07:00 Microsoft Earnings14:00 Apple Earnings 17:46 Meta Earnings22:58 Amazon Earning29:40 Job Report34:15: GTA 6 Delay

00:00 Intro02:00 Portfolio Overview04:55 The Upcoming Recession11:11 S&P Global Earnings17:33 Visa Earnings19:50 Booking Holdings Earnings25:00 FICO Earnings25:48 Spotify Earnings26:46 Microsoft / Meta Upcoming Earnings27:00 Amazon Upcoming Earnings

00:00 Intro03:00 S&P Gobal08:22 Spotify11:59 Visa / Mastercard14:20 Booking Holdings18:14 Microsoft22:00 Meta22:30 Amazon34:15 Apple

00:00 Intro01:38 Google's Now eBay According To Analysts19:31 Consumer Outlook Worsens27:36 New Slate Truck

00:00 Intro01:00 Why Stocks Are Up05:06 Why Tesla Surged13:45 Equifax Earnings Reaction18:52 Moody's Earnings Reaction22:34 Portfolio Performance

00:00 Intro01:33 Google09:15 Tesla14:00 Moody's15:00 Equifax17:30 Chipotle18:13 ServiceNow21:09 Trump Firing Jay Powell24:00 Netflix Earnings

Get ready for a packed week in the stock market as earnings season heats up. This video breaks down what to watch from major companies like ASML, TSM, and Netflix — from financial disclosures to key management insights. We dive into the broader earnings outlook, explore how slowing consumer demand and tariff uncertainty could shake up results, and analyze which stocks could move big.Plus:A surprising twist involving an “AI-powered” shopping app (really powered by humans)

The video details how the stock market reacted positively to President Trump's revised tariff strategy, which involved increasing tariffs on China while reducing them for other nations. This market surge, reminiscent of the 2009 rebound under President Obama, saw significant gains for major tech companies. The presenter suggests that this market behavior aligns with previous predictions about tariffs being adjusted if they negatively impacted the US economy, and anticipates potential future trade agreements that could further stimulate the market. The core message emphasizes the importance of capitalizing on market volatility and investing during periods of uncertainty, as sudden market upswings can yield substantial returns.

This video analyzes the significant decline in the stock market triggered by the White House's newly implemented tariff policies, highlighting the resulting loss of investor confidence and the criticisms from business leaders and even Trump supporters who fear economic damage; it also presents the counter-argument from a White House trade advisor defending the tariffs as necessary to address trade imbalances. Amidst the uncertainty, the speaker shares his personal investment strategy of buying quality stocks during this downturn, drawing parallels to his successful approach during the pandemic, while acknowledging the inherent risks but emphasizing the potential for substantial returns.

We break down what this tariff plan means for the future

00:00 Intro04:08 Why Big Tech Is Undervalued22:02 Waymo & Uber26:13 Google Is Ahead In AI31:05 Amazon Implementing AI34:00 Berkshire Giveaway

00:00 Intro02:00 Google Buying Wiz13:25 Market Continues Downward15:41 Zoox Robotaxi Expansion20:48 Mark Rober Vs Tesla39:17 Costco Pressures Chinese Suppliers43:18 Analysts Upgrade Netflix

00:00 Introduction04:21 Apple07:25 Google10:18 Costco14:09 FICO16:48 Amazon20:30 S&P Global21:30 Texas Roadhouse24:35 Moody's25:25 Palantir27:45 ASML29:34 Salesforce31:15 Microsoft33:25 VICI33:50 Mastercard36:00 Uber38:15 Intuit39:56 Booking Holdings43:10 Netflix

00:00 Introduction03:37 Booking Holdings Results06:10 Texas Roadhouse Results08:16 Dominos Results08:49 Hims Earnings15:06 Home Depot & Lowes Earnings16:40 Intuit Earnings21:01 Salesforce Earnings27:00 Nvidia Earnings31:53 Apple $500b investment36:53 Microsoft Cancels Data Leases38:34 Streaming Is Taking Over Cable

We look at the portfolio updates from Dev Kantesaria, Bill Ackman, Buffett, Michael Burry, and Chuck Akre.

This is part 1 of the super investor 13f reviews.

00:00 Intro02:43 Why Everyone Is Selling Big Tech16:46 Expedia & Booking Holdings17:50 Bill Ackman Buys Uber

Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.

This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.

00:00 Intro 01:59 Netflix Earnings 08:31 Ally Financial Earnings 10:37 FICO Earnings 12:00 Intel Earnings 12:47 American Express Earnings 12:56 The Impacts of Trump Tariffs 19:00 Walgreens vs Fridge Door Company

00:00 Intro 02:50 The Market Sell Off 05:01 ASML 07:50 Google 13:14 Amazon 16:40 S&P Global 19:08 Uber 22:12 Nike 24:40 AMAT 26:04 AMD 28:00 Booking Holdings 31:22 Intuit 34:45 Terry Smith Investment Letter 43:03 TikTok Ban 45:19 Reaction To Gambler

00:00 Intro 02:35 The Future Of AI 16:40 Buying The Dip In ASML 24:30 Mark Zuckerberg Joins Trump 29:30 Disney Buys Fubo

00:00 Intro 02:04 Alibaba 05:37 Google 06:45 ASML 09:50 Berkshire Hathaway 14:02 Citigroup 16:10 Everest Group 18:45 LVMH 19:33 Moderna 21:31 SLB 22:25 Uber 27:43 Netflix NFL Stream 30:57 Microsoft Forces Copilot

I rank 22 of the most popular stocks by their free cash flow profile.

As stocks hit all time highs we take a look at Jeff Bezos involvement with Amazon.

00:00 Intro 02:45 Qualtrim Free Trial 03:11 Amazon's Push Into AI Deepens 22:24 Salesforce Stock Jumps 11% 33:05 Texas Roadhouse Gets Free Ads 34:23 UNH Executive Attacked

00:00 Intro 02:40 Signs Of The Market Top 19:19 Target 20% Sell Off 21:08 Netflix Mike Tyson Jake Paul Event 23:09 Google Selling Google Chrome 25:19 Congress vs Visa & Mastercard

00:00 Intro 00:55 Warren Buffett 11:35 Bill Ackman 16:26 Terry Smith 18:50 Dev Kantesaria 25:18 Josh Tarasoff 26:40 Pat Dorsey 29:06 Polen Capital 31:00 Chris Hohn 32:45 Michael Burry 34:15 AltaRock 35:40 Chuck Akre 38:11 Conclusion and Warnings

00:00 Intro 01:18 Best Stocks In 2024 20:30 Spotify Earnings Analysis 23:30 Apple Next Big Device 25:33 Amazon's New Discount Store 28:05 Disney Earnings Preview

00:00 Intro 02:00 Salesforce Stock Surges 13:00 Netflix Shifts To Live Streaming 15:50 Bitcoin New High 18:41 Take Two CEO on AI

We examine the biggest winners and losers of the past week.

00:00 Trump Wins 08:15 Company Specific Impacts

00:00 Intro 02:29 Election Investing 07:30 Election Impact 12:04 Palantir Earnings 16:00 Buffett Is Selling 19:43 TikTok Day Trading

00:00 Intro 02:55 Portfolio Update 09:50 Amazon 23:20 Meta 26:50 Booking Holdings 30:40 Apple 34:26 Microsoft

00:00 Intro 01:30 Reviewing My Trade 08:00 Google's Earnings Report

00:00 Intro 02:21 Qualtrim Earnings Calendar 06:54 Google 16:14 McDonalds 18:31 Visa 20:30 Microsoft 24:28 Meta 27:35 Booking Holdings 30:10 Starbucks 32:26 Mastercard 33:55 Uber 35:25 Apple 38:54 Amazon

00:00 Intro 02:07 Portfolio Update 04:11 Texas Roadhouse 08:49 Moody's and S&P Global 10:40 Canadian Pacific 13:18 Tesla 21:55 Microsoft's Subscription Gaming

00:00 Intro 02:05 Selling At The Bottom 16:30 Moody's Earnings 17:53 Unhappy Amazon Employees Can Quit 23:07 Salesforce vs Microsoft

00:00 Intro 04:33 Moody's And S&P Global 09:10 Coca-Cola 13:15 Tesla 22:50 ServiceNow 25:31 Canadian Pacific 28:40 Texas Roadhouse

00:00 Intro 02:00 Amazon Upgraded to $250 16:29 TikTok Lawsuit 22:44 Costco Apartments 26:45 Tesla RoboTaxi Reveal 29:15 TikTok Reactions

00:00 Intro 02:15 Google Is Losing Its Grip On Search 12:14 Amazon Gets Downgraded 17:27 Apple Ditches the Annual Release Strategy 21:09 Insiders Are Selling

00:00 Intro 01:44 Portfolio Update 09:40 Top Five Best and Worst Stocks 20:00 Jobs Report Blows Past Expectations 22:13 The Port Strike Is Over 25:48 Amazon's $100M Mr Beast Show

00:00 Intro 01:45 Palantir Is Expensive 17:09 Netflix Cancellations Spike 25:10 Tim Sweeney Sues Google 28:55 Google Pays 2.7 Billion For One Employee

00:00 Intro 01:30 Portfolio Update 04:40 The Coin Flip Market 10:20 Costco Earnings 18:38 Big Tech Valuations 28:14 Amazon Employees Want to Quit 30:44 I Don't Trust Sam Altman

00:00 Intro 01:10 Visa Sued By DOJ 16:40 Nike Gets A New CEO 21:57 Gen Z and Millennials are Doom Spending

00:00 Intro 00:57 The Market Reached an All Time High11:43 Amazon Makes Seller AI Tool13:59 Walmart Bypassing Visa & Mastercard16:00 Olive Garden Stock Jumps17:50 TikTok / Reel Finance

00:00 Intro 02:00 Cutting Interest Rates 09:20 Apple's Lower Demand 13:40 Chipotle Robot 16:15 Biden Closes Temu Loophole 17:57 How Nike Became Uncool