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The Joseph Carlson Show: Daily Summaries Delivered
by The Joseph Carlson Show
A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago43 min
Warning: Investors Must Prepare For The Agentic Takeover
AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and eventually negotiating with other machines on our behalf.That shift could have enormous consequences for some of the world’s biggest companies.In this episode, I look at the rise of agentic commerce and a simple framework for determining which businesses are most exposed: How much of their value comes from removing friction, and how much scarce infrastructure or capability remains once that friction disappears?We break down what this could mean for Booking Holdings, DoorDash, Intuit, Google, Amazon, Uber, Duolingo, Microsoft, Meta, Visa, Mastercard, ASML, S&P Global, Costco, Netflix, Texas Roadhouse, and more.Some businesses may lose their direct relationship with the customer. Others could become even more valuable as AI agents increase transactions, computing demand, and the need for trusted infrastructure.The question may no longer be, “Can AI automate this business?”It may be: “What happens when an AI agent becomes the customer’s gatekeeper?”0:00 The Agentic Commerce Thesis2:03 Meta Muse: The First Real Consumer Agent5:43 How AI Agents Could Reshape Business7:26 The Friction Framework: Who Is Most Exposed?11:57 The Four Stages of the Agent Economy18:28 Booking Holdings, DoorDash & Intuit27:12 Google, Amazon, Uber & Duolingo32:15 Microsoft, Meta, Visa & Mastercard36:50 ASML, S&P Global, Costco, Netflix & Texas Roadhouse41:14 Which Companies Are Most Exposed to AI Agents?
- 6 days ago35 min
The Best Stock To Buy During The "AI Slowdown"
0:00 The AI Slowdown Battle4:05 Why Meta Benefits Most6:49 How Meta Wins Either Way12:41 Meta’s New AI Assistant15:41 Zuckerberg’s Track Record20:43 Dario’s Real Incentives29:21 The Problem With “Coordinated Pacing”31:46 Fail of the Week: Hunter Biden’s Meme Coin
- 1 weeks ago26 min
The AI Conspiracy Is Blowing Up
Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode.
- 2 weeks ago24 min
Something Has Gone Terribly Wrong
00:00 What's Happneing In The Stock Market17:31 Microsoft to Reveal Cloud Growth19:45 S&P Global To Sell Capital IQ21:52 Google Avoids Breakup 23:00 Fail Of The Week: Teleprompter Operator
- 2 weeks ago41 min
Investor Warning: They’re All Lying To You About AI
Why the biggest bear, Ed Zitron, belives AI is a con.
- 3 weeks ago29 min
Meta Wins A Massive Strategic Victory
00:00 Meta Strategic Victory In Lawsuit18:30 Microsoft Is Hiding From Investors21:23 Netflix May Offer Peacock Through It's Service26:15 Win Of The Week: SharkNinja's Innovation
- 3 weeks ago43 min
’m Buying $10,000 Of This Company Next
00:00 Buy Prices For Every Stock26:18 Uber Hit Piece38:50 Fail Of The Week: Gene Munster
- Aug 20, 202635 min
How I Built A $1.5 Million Portfolio
00:00 How To Have An Edge In Investing15:02 Sharing My Investment Journey19:15 Top Pick 1: Meta23:50 Top Pick 2: Uber25:50 Top Pick 3: S&P Global27:30 Duolingo DAU Update29:20 Fail Of The Week: Amazon Drone Delivery30:45 New Carlson Family Member
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