The Joseph Carlson Show

Anthropics S1 shows the fastest growth ever.

I explain why I'm buying $5,000 of Netflix tomorrow.

00:00 Earnings Season Heats Up & AI Bubble Fears
01:26 Qualtrim Membership
02:24 SpaceX Earnings: Starlink, Space & AI
05:47 SpaceX vs. Amazon: The Valuation Problem
09:24 Netflix Earnings: A Buying Opportunity?
12:16 ASML: When Market Narratives Create Opportunity
14:33 Netflix's Engagement Concerns & Layoffs
18:17 Meta Earnings: Advertising Power & AI Spending
21:08 Tesla Earnings: Robotaxis, Competition & Valuation
24:44 Moody's Earnings: A Long-Term Compounder
25:47 Brad Gerstner: Bullish on AI but Selling Stocks?
31:40 The Size of Gerstner's Hedge Fund vs. Long-Only Fund
34:07 Fail of the Week: ESPN Embraces Sports Gambling
35:30 How Gambling Advertising Influences Journalism

The new earnings season has started where the majority of growth is coming from a few AI companies.

Michael Burry and Ray Dalio are both warning of an impending AI bubble. In this epiosde we look at their history and what actions investors should take with these type of warnings.