The Joseph Carlson Show · Nov 5, 2025 · 34:04
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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 Financial Strength
22:29 Uber CEO On It's Future
26:00 Amazon Sues Perplexity
Episodes: The Joseph Carlson Show