Podcast Episodes
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The Secret That Microsoft Will Not Say
In Episode 302 we discuss Microsoft's earnings report and the CEO, Satya Nadella pouring cold water on the future outlook of the company.
3 years, 2 months ago
Episode 301 - A Major Change Has Happened
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 monetar…
3 years, 2 months ago
Activist Investor Demands Google Fire 30,000 More Employees
Chris Hohn, an activist investor is demanding Google continue layoffs.
3 years, 2 months ago
Netflix Is Back
Netflix stock surges 7% after beating subscriber numbers by a wide margin and posting 1.6 billion in free cash flow.
3 years, 2 months ago
Disney's Terrible Response To Investors
Disney doesn't like the new activist investor.
3 years, 2 months ago
Episode 300 - Terry Smith Is Angry, Here's Why
Terry Smith's latest letter is out, and he had a lot to say.
3 years, 3 months ago
This Activist Investor Is Saving Disney
Billionaire and activist investor Nelson Peltz is asking to be on the board of Disney to help turn the company around. Disney is rejecting his offer …
3 years, 3 months ago
Episode 299 - How I Plan To Beat The Market
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…
3 years, 3 months ago
Big Tech Is Cheap
I believe Amazon, Apple, Microsoft, Google, and Meta are cheap. Here's why.
3 years, 3 months ago
Episode 298 - I Was Wrong
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'…
3 years, 3 months ago