A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.
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Sep 28, 2026 · 35:47
I break down my $1.5 million stock portfolio, including what I’m doing with Google after it fell behind in the AI model race, Meta’s recent surge and new enterprise push, and…
Sep 21, 2026 · 29:58
Meta stock is surging, Muse is taking off, and now Amazon is fighting back. In this episode, I break down Meta’s massive move higher, why sentiment around the company has shifted…
Sep 18, 2026 · 43:28
AI agents are moving from simply answering questions to actually doing things for us — shopping, booking hotels, making reservations, comparing prices, managing transactions, and…
Sep 14, 2026 · 35:38
0:00 The AI Slowdown Battle 4:05 Why Meta Benefits Most 6:49 How Meta Wins Either Way 12:41 Meta’s New AI Assistant 15:41 Zuckerberg’s Track Record 20:43 Dario’s Real Incentives…
Sep 10, 2026 · 26:35
Jacob Coxon viral X post is causing an AI hysteria. We look through the timeline in this episode.
Sep 3, 2026 · 24:44
00:00 What's Happneing In The Stock Market 17:31 Microsoft to Reveal Cloud Growth 19:45 S&P Global To Sell Capital IQ 21:52 Google Avoids Breakup 23:00 Fail Of The Week:…
Aug 31, 2026 · 41:34
Why the biggest bear, Ed Zitron, belives AI is a con.
Aug 26, 2026 · 29:44
00:00 Meta Strategic Victory In Lawsuit 18:30 Microsoft Is Hiding From Investors 21:23 Netflix May Offer Peacock Through It's Service 26:15 Win Of The Week: SharkNinja's Innovation
Aug 24, 2026 · 43:11
00:00 Buy Prices For Every Stock 26:18 Uber Hit Piece 38:50 Fail Of The Week: Gene Munster
Aug 20, 2026 · 35:00
00:00 How To Have An Edge In Investing 15:02 Sharing My Investment Journey 19:15 Top Pick 1: Meta 23:50 Top Pick 2: Uber 25:50 Top Pick 3: S&P Global 27:30 Duolingo DAU Update…
Aug 17, 2026 · 33:41
00:00 Super Investor Portfolio Update 23:00 Meta Lawsuit Gets Worse
Aug 13, 2026 · 23:37
In this episode we review Bill Ackmans new buys.
Aug 12, 2026 · 29:14
00:00 Overview 01:24 IMAX 08:33 Reddit 11:39 MELI 13:20 Adobe 16:28 Nike 17:50 Rollins 19:40 Copart 23:04 Nebius 24:58 Cava 26:35 Fail Of The Week: Elisson vs California
Aug 10, 2026 · 28:57
00:00 Introduction 01:00 A History Of Picking Stocks 06:30 Uber 11:50 Meta 18:02 Netflix 20:15 Semianalysis Gemini Has Lost 23:48 Fail Of The Week: Keith Rabois
Aug 3, 2026 · 25:29
00:00 Intro 02:30 AWS Has Changed The Market 11:26 FICO Earnings 14:24 Uber & DoorDash 19:00 Duolingo 22:00 Texas Roadhouse 23:00 Tom Lee 2027 Prediction
Jul 31, 2026 · 27:05
Google, Microsoft, and Amazon have followed a pattern of their CAPEX having initial skepticism eventually followed by acceptance. This will happen with Meta as well. In each case…
Jul 27, 2026 · 44:27
00:00 Introduction 03:01 PayPal Stock 08:33 S&P Global Earnings 12:36 Visa and Mastercard 17:16 FICO and Robinhood 19:38 Meta and Microsoft Earnings 27:05 The Three Layers of AI…
Jul 15, 2026 · 20:39
00:00 Introduction 02:00 ASML Earnings Reaction 10:00 Netflix Earnings Tomorrow 11:50 JP Morgan & The Banks 12:20 Buffett Reveals He Bought Google Fail Of The Week: Kalshi & New…
Jul 9, 2026 · 35:55
00:00 The Growth of Momentum Investing 19:00 How Buffett Comapres To Terry Smith 29:00 Starbucks Is Building Their Own Software 32:00 Fail Of The Week: AI Cheating In School
Jul 6, 2026 · 39:27
00:00 Market Dynamics & 9 Stocks 28:36 Tom Lee On July Strength 31:00 Fail Of The Week: Michael Saylor
Jun 29, 2026 · 35:33
00:00 Jeremy Grantham Predictions 18:20 Zuckerberg Talks About Meta's Spend 33:40 Fail Of The Week: Polen Capital Collapse
Jun 25, 2026 · 28:02
00:00 The AI Trade Is Cracking 07:36 Netflix At 52 Week Low 17:00 Meta Sell-Off Continues 23:40 Fail Of The Week: JP Morgan Community Manager
Jun 22, 2026 · 48:14
00:00 Introduction 02:00 The Market Is Focused on AI 13:40 Why Uber & DoorDash 25:00 Google's Stock Goes Down Today 29:00 Fail Of The Week: Polymarket
Jun 17, 2026 · 30:18
Why Meta is my biggest single bet today.
Jun 15, 2026 · 26:01
00:00 Intro 02:00 Portfolio Update 10:00 SpaceX IPO Reaction 22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds
Jun 10, 2026 · 31:14
00:00 Intro 02:00 11 Top Undervalued Stocks To Buy 18:26 ASML's Dominance Continues 25:00 Social Reckoning Movie Trailer
Jun 8, 2026 · 25:50
00:00 Overview 02:00 The Market Is Getting More Volatile 08:00 Steve Eisman's Bearish Take 19:48 Meta Rumored Equity Raise 22:00 Fail Of The Week: Sam Bankman-Fried
Jun 2, 2026 · 35:39
0:00 Intro 02:00 Google's Strategic Reason For Record Dilution 26:09 Tom Lee Explains Next 3 Year Bull Run 19:00 YouTubers Are Taking Over Hollywood 32:33 Fail Of The Week:…
May 26, 2026 · 31:41
In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype. 0:00 AI winners, losers, and the investing…
May 21, 2026 · 28:44
00:00 SpaceX Incredible IPO 15:20 Nvidia's Amazing Earnings Report 16:17 Why I'm Selling Intuit 21:25 Fail Of The Week: Trevor Noah on Quarterly Reports
May 18, 2026 · 30:37
00:00 Episode Overview 00:50 Chris Hohn Sells Microsoft and Buys Google 08:54 Bill Ackman Buys Microsoft and Sells Google 13:40 Dev Kantesaria Is Down -20% This Year 17:00…
May 13, 2026 · 41:41
00:00 Episode Overview 02:00 Google As An Example 06:11 Amazon 11:22 Uber 15:20 DoorDash 18:03 Shopify 20:32 Meta 24:58 Broadcom 29:03 Mercado Libre 31:50 Game Stop Rejection…
May 11, 2026 · 35:37
00:00 Episode Overview 01:20 Why Chris Hohn Is Selling 17:48 Chris Hohn Has Been Wrong Before 24:57 Texas Roadhouse Bull Case 28:23 Fail Of The Week: Prediction Markets
May 6, 2026 · 40:27
00:00 Episode Overview 01:45 The "Culture" Problem 07:37 Brad Gerstner On AI Landscape 15:22 Dario's vs Jensen 21:20 Ackman On Zuckerberg 31:05 Fail Of The Week: NY Mayor vs Ken…
May 4, 2026 · 30:38
00:00 Episode Overview 06:45 Meta 10:10 Visa & Mastercard 11:57 Microsoft 13:52 Buffett on The Market Today 18:59 Fail Of The Week: Ryan Cohen
Apr 30, 2026 · 45:17
00:00 Episode Overview 02:00 Google Earnings 19:58 Meta Earnings 30:59 Amazon Earnings 40:34 Fail Of The Week: Blue vs Red
Apr 28, 2026 · 37:31
00:00:00 - Intro & Qualtrim Overview 00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood) 00:10:43 - The Big Tech "AI Layoff" Myth 00:18:06 - Google &…
Apr 22, 2026 · 22:23
Tom Lee shares his view on why the market is set up for the best 12 to 18 months
Apr 21, 2026 · 31:30
00:00 Episode Overview 03:53 Analysts Warn About The Market 09:00 Meta Bear Case 15:12 Salesforce & Adobe 21:00 Netflix Earnings Reaction 25:00 Fail Of The Week: The change-name…
Apr 17, 2026 · 43:52
00:00 Episode Overview 02:00 The Market Recovery 14:00 Netflix Earnings 15:30 Amazon Buys Satellite Company 16:28 Analysts Turn Bullish On Meta 27:00 Jensen Says Amazon Is Lying…
Apr 13, 2026 · 49:58
00:00 Episode Overview 03:00 Portfolio Update 10:11 Amazon Updated Analysis 32:20 Meta Updated Analysis 45:40 Fail Of The Week
Apr 9, 2026 · 23:35
00:00 Episode Overview 02:00 Stocks Are Going Crazy 07:36 Sam Altman Criticisms 13:08 Fail Of The Week: Follow-up 16:20 Responding To Comments
Apr 7, 2026 · 36:15
00:00 Episode Overview 01:28 Qualtrim Plug 02:20 Nike 09:10 Booking Holdings 12:48 Robinhood & American Express 15:20 Intuit 18:20 Jamie Dimon & Tom Lee 22:25 Open AI and…
Apr 1, 2026 · 27:48
00:00 Stocks Surge 11:40 Buffett On The Market 13:00 Fail Of The Week: Child Affordability Study 21:57 Responding To Comments
Mar 30, 2026 · 36:35
00:00 Overview 01:40 The Best Time To Buy Is now 22:25 The Strategic Mistake Of Sora 26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix 30:58 Responding To comments
Mar 25, 2026 · 35:34
00:00 Overview 02:00 The Fall of FICO 31:09 Meta $9 Trillion Market Cap Goal 32:50 Fail Of The Week: Robots
Mar 23, 2026 · 37:31
00:00 Overview 02:41 End Of The Metaverse 18:37 Mark Zuckerberg Creating AI CEO 21:47 Uber Invests In Rivian 23:47 Project Hail Mary Success 27:20 Costco CEO Eats Hot Dog 29:28…
Mar 17, 2026 · 42:08
00:00 Overview 02:00 Apple's Superior AI Strategy 25:30 Intuit Is Doubling Buybacks 27:00 Adobe Earnings 32:05 Netflix Paid $600 For AI Company 35:00 Fail Of The Week: SEC…
Mar 16, 2026 · 13:00
In this episode we review why I purchased, and continue to buy, Meta.
Mar 12, 2026 · 41:46
00:00 6 Compounding Machines On A Dip 27:45 Tom Lee Predictions 30:00 Fail Of The Week: Prediction Of AI Destruction
Mar 9, 2026 · 41:30
00:00 Overview 02:00 Oil Goes Above $100 25:30 Anthropic Sues Trump Administration 30:20 Netflix Buys Ben Affleck AI Company 34:43 Fail Of The Week: More CEO's Eat Their "product"
Mar 4, 2026 · 39:02
We value each stock based on historical valuation and future DCF.
Mar 2, 2026 · 38:40
00:00 Overview 02:00 Steve Eisman & Tom Lee On War 06:45 Netflix Walks Away From Warner Deal 20:48 Duolingo Falls 20% After Earnings 32:00 Fail Of The Week: McDonalds CEO
Feb 25, 2026 · 49:13
00:00 Overview 02:00 Agents Remove Friction 10:31 DooDash Disruptted Rebuttal 24:17 Mastercard Disrupted Rebuttal 32:40 The Domino Effect Rebuttal 42:45 Netflix Warner Bros…
Feb 20, 2026 · 26:59
00:00 Overview 02:00 Super Investor Buys 17:17 Moody's Earnings 22:40 DoorDash Earnings 23:55 Fail Of The Week: Sam & Dario
Feb 18, 2026 · 37:24
00:00 Investors Are Scared 14:00 3 Monopolies To Buy 17:14 Chris Hohn 13f Holding Update 19:18 Netflix And Warner Bros 21:20 Responding To Jeremy On Duolingo 31:52 Fail Of The…
Feb 11, 2026 · 28:48
00:00 Introduction 02:00 Things Are Changing Fast 19:50 Bill Ackman Buys Meta
Feb 9, 2026 · 35:36
00:00 Overview 02:00 Burry's Argument 11:30 Big Tech Valuation 18:50 Jensen Asked About CAPEX 31:34 Fail Of The Week: Anthropic Super Bowl Ad
Feb 5, 2026 · 26:23
00:00 Overview 01:13 Stock Market Panic 13:10 Duration And Business Model 19:59 Uber Earnings 21:40 Fail Of The Week: Netflix at Congress
Feb 3, 2026 · 32:42
00:00 Overview 02:00 Meta Analysis 12:50 Meta Capex Spend Explained 22:00 Tom Lee Bitcoin Prediction 23:15 Waymo Accident 27:47 Nvidia Walks Back OpenAI Deal
Jan 29, 2026 · 28:43
00:00 Overview 02:00 Microsoft 13:00 Meta 18:24 ASML 20:08 Mastercard 22:00 Tesla
Jan 26, 2026 · 36:11
Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/ 00:00 Overview 01:46 Google 06:18 Mastercard…
Jan 20, 2026 · 35:24
00:00 Overview 01:58 The Markets Are Sinking 14:53 Buying $5,000 More Of Duolingo 18:17 Netflix Earnings 21:50 Andy Jassy On Job Loss 26:20 Chris Hohn Breaks Hedge Fund Record…
Jan 14, 2026 · 28:44
00:00 Introduction 03:00 Netflix & Warner Bros 11:40 JP Morgan Is No Longer A Bank 16:00 Amazon Advances With Robotics 18:52 Visa & Mastercard Interest Rate Cap 23:37 Gemini's…
Jan 12, 2026 · 27:11
00:00 Fed vs President Trump 15:00 Duolingo CFO Steps Down 23:40 Apple and Google Partnership 25:13 Paramount Sues Warner Bros
Jan 9, 2026 · 33:27
00:00 Preview 02:00 The Best Stock 17:08 Warner Bros Rejects Paramount, Again 19:00 Brad Gerstner on 2026 22:55 Palmer Luckey's Great Take 24:00 Trump Blocking Wall Street from…
Jan 7, 2026 · 40:50
We discuss 10 of the most incredible companies on planet earth, and why they're worth considering as an investment.
Dec 29, 2025 · 45:05
00:00 Overview 02:00 Best & Worst Stocks Of 2025 29:50 2026 Predictions 37:20 Fail Of The Week: The Nike Exploiter
Dec 22, 2025 · 26:53
00:00 Introduction 02:00 Blueprint to $1 million Portfolio 19:20 Waymo Causes Roadblock 23:32 Fail Of The Week: losing Everything
Dec 18, 2025 · 29:46
00:00 Overview 02:46 Paramount Was Denied 19:45 Tom Lee Is Bearish 21:17 Mark Mahaney on Google In 2026 24:11 Netflix Is Now In Podcasts 25:38 Fail Of The Week: Director Tricks…
Dec 16, 2025 · 43:41
00:00 Overview 03:00 2025 picks 05:00 Amazon 09:00 Bristol Myers Squibb 11:00 Comcast 14:00 Exxon Mobile 15:00 Fairfax Financial 16:50 Flutter Entertainment 18:33 Madison Square…
Dec 10, 2025 · 31:45
00:00 Overview 02:00 Netflix Is Dead Money 04:00 Outline Of My Buy Strategy 08:00 Why Netflix Wins In Every Case 24:30 Waymo Reaches 450,000 Rides Per Week 29:00 Investors Are…
Dec 8, 2025 · 51:40
00:00 Overview 03:00 Mastercard 08:00 Meta 10:24 Adobe 14:20 Amazon 15:02 Duolingo 17:03 Nvidia 18:25 Salesforce 19:25 Google 21:05 Microsoft 21:25 Uber 22:50 Netflix 26:00 Tesla…
Dec 5, 2025 · 24:23
What does this mean? We review it in this episode.
Dec 3, 2025 · 29:01
00:00 Introduction 03:00 OpenAI Sam Altman Declares Code Red 12:45 Google Servers In Space 15:03 Waymo Is Changing Health Care 23:32 Netflix Buying Warner Media 26:25 Fail Of The…
Dec 1, 2025 · 31:24
00:00 Introduction 03:16 My Biggest Buy (Mastercard) 15:30 Google VS Nvidia 25:00 Stranger Things Premiere 26:52 Fail Of The Week: Gene Munster Google Take
Nov 25, 2025 · 33:51
00:00 Introduction 02:00 Ray Dalio & Michael Burry Bubble Talk 18:29 Google Stock Goes Up 6% 23:28 I Bought More Mastercard & Sold Booking Holdings 18:17 My Favorite Things
Nov 19, 2025 · 29:11
00:00 Introduction 02:50 Google Hits $300 08:00 Why Mastercard Is Misunderstood 22:23 Nvidia Earnings 26:50 Win Of The Week
Nov 17, 2025 · 39:08
Today's episode we look at Warren Buffett's buy into Google and review the portfolio changes of top Super Investors.
Nov 14, 2025 · 38:11
00:00 Amazon Catalysts 13:00 5 Stocks Worth Considering 30:03 Tom Lee & Dan Ives On Market Sell Off 33:38 Netflix Party games 35:12 Fail Of The Week: Michael Saylor
Nov 12, 2025 · 43:38
00:00 Michael Burry Short Position 26:59 Mark Mahaney Top 3 Stock Picks 35:43 Waymo Expands To Freeway 37:30 Fail Of The Week - Admitting Your Fraud
Nov 10, 2025 · 38:36
00:00 Overview 03:00 Don't Miss The Opportunity 18:20 Visa & Mastercard Settle 22:50 $2,000 Dividend Stimulus 25:19 Gene Munster Apple Call 28:00 Dan Ives Meta Table Pounder…
Nov 6, 2025 · 45:18
00:00 Overview 04:00 Duolingo Reaction 36:00 Google TPU Advancement 38:00 Fail Of The Week Chipotle
Nov 5, 2025 · 34:04
00:00 Introduction 03:04 Meta's Issue with Capex 08:35 Salesforce & Adobe Fundamentals vs Sentiment 12:00 S&P Global & Equifax Catalysts Ahead 15:36 Netflix's Underappreciated…
Nov 3, 2025 · 41:53
00:00 Overview 02:00 Palantir 06:00 Shopify 08:30 Uber 13:50 Spotify 15:57 AMD 17:34 FICO 18:15 Duolingo 26:40 Texas Roadhouse 28:55 Tom Lee Case For The Bull Market 32:54 Amazon…
Oct 30, 2025 · 18:31
Amazon and Google both reported earnings, both stocks are soaring. We discuss the recent earnings reports.
Oct 27, 2025 · 48:19
Google, Amazon, Meta, Apple, all report earnings this week. We break down what to expect and why I'm betting so big on Google.
Oct 23, 2025 · 27:55
00:00 Overview 01:44 Netflix Earnings 08:00 Tesla Earnings 13:45 Amazon Replacing 600,000 Jobs 22:40 Fail Of The Week: NBA Coach Bets His Life
Oct 21, 2025 · 29:31
00:00 Overview 02:00 OpenAI Releases AI Browser 13:10 Salesforce Stock Surge 15:00 Equifax Earnings 18:45 Warner Bros Sale 21:50 Netflix Future 23:15 Fail Of The Week: Amazon
Oct 17, 2025 · 29:34
00:00 Overview 02:00 New Buys Today 14:30 Salesforce Dreamforce 16:50 Sundar Pichai Interview 27:30 Fail Of The Week (Grant Cardon)
Oct 15, 2025 · 31:06
00:00 Overview 02:00 ASML Earnings 14:35 Brad Gerstner on AI Bubble 25:30 Agentic Commerce 28:00 Waymo Expansion 28:50 Salesforce OpenAI Deal
Oct 13, 2025 · 33:04
00:00 Introduction 02:00 Top 5 AI Winners 21:30 Broadcom OpenAI Deal 24:30 Tom Lee Remains Nvidia vs Costco 23:30 Fail Of The Week
Oct 8, 2025 · 33:15
00:00 Overview 02:00 AMD Open AI Deal 11:40 The 1999 Stock Bubble Is Here 15:30 Portfolio Construction
Oct 6, 2025 · 34:18
AMD stock price surges, Paul Tudor Jones warns we're in a 1999 bubble, and we discuss how to make a portfolio defensive.
Oct 3, 2025 · 32:20
- Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- FICO goes after Equifax- Peter…
Oct 1, 2025 · 23:20
Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.
Sep 29, 2025 · 33:07
The market is getting overvalued. We look at five high quality stocks that are still a deal.
Sep 27, 2025 · 29:41
00:00 Overview 02:00 AI Capex Warning 13:22 Costco Earnings Report 18:50 Tia Lopez RadioShack Scheme 24:00 Duolingo Chess
Sep 24, 2025 · 35:24
00:00 Overview 02:30 The Amazon Thesis 26:30 Jimmy Kimmel Returns 33:20 Mark Mahaney Netflix
Sep 22, 2025 · 29:53
00:00 Overview 02:00 Why ASML Stock Is Surging 13:40 Nvidia $100b Investment 16:50 H1-B Visa Changes 21:40 Meta Live Demo Fail 24:02 Fail Of The Week
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