Episode 303 - The Fed Is Bluffing, Time To Buy
The market believes the fed has pivoted and it's time to finally buy stocks.

The market believes the fed has pivoted and it's time to finally buy stocks.
A monopoly will never talk about being a monopoly.
In Episode 302 we discuss Microsoft's earnings report and the CEO, Satya Nadella pouring cold water on the future outlook of the company.
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.
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 and they're going to battle it out. I highlight why I think Peltz should be on the board, and how I view my current investment into Disney.
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.
Here's what I'm doing with my dividend portfolio next year.
These are 5 stocks I think will do well in 2023.
In this episode, we go over a major component of total returns, the buyback.
Top Ten Stock Market Predictions For 2023
In Episode 294, we discuss the statement from the FED, how they want to continue taking interest rates higher, and why that likely won't happen. We also discuss Teslas' Elon problem and SBF arrest
Amazon has come full circle back to the pandemic lows. Many investors are asking if it's time to buy the dip. We discuss in this video.
Salesforce is facing an executive exodus, free cash flows are being eaten up by dilution, and tech companies pulling back on spending. I do a full examination of the stock and its current situation.
Microsoft is coming under fire for their acquisition of Activision Blizzard.
In this episode we do a breakdown of where the returns actually come from in a stock.
There are three basic steps on how to prepare your portfolio for a recession. I go over them in this episode.
Google hired 50,000 employees for a very specific purpose. Apple bends the knee to the Chinese government. And Netflix is winning the streaming wars.
Bob Iger is back. In today's episode we look at the downfall of Chapek and how Iger may change things.
Disney's earnings report is not good.
We're starting to see layoffs.
VICI is a highly dilutive company. I explain why this is a good thing in this specific case.
We give an overview of the difficult situation Meta is currently in.
Terry Smith finally buys his first share of Apple