Patreon: www.patreon.com/josephcarlson How to sign up for Qualtrim: First join the Patreon, once you have an active patreon membership, then simply create a Qualtrim account using the same email you used for Patreon. Your qualtrim account should then automatically validate after a few minutes. You can always send me a direct message on Patreon if you run into any issues. Patreon includes: - Access to Qualtrim.com - Over 100 Exclusive episodes (more added every week) - Discord community that I'm chatting on every day - Money-back guarantee, if you don't love it, you don't pay. Join over 6,500 other members and try it out, risk free.
Did the same thing before him!But thats because i follow him since a long time and i start to see the market in a similar way.The last 2 weeks i loaded up on Uber as well.Im really curios if he will become as well an Uber shareholder.It fits all the criteria for a holding of The Story Fund.
Take up one idea. Make that one idea your life -think of it, dream of it, live on that idea. Let the brain, muscles, nerves, every part of your body, be full of that idea, and just leave every other idea alone. This is the way to success.
*Thank you for your video mate…. Since working with Bianca Lindsey, She transformed my investment strategy, my stock portfolio keeps increasing, turning a $20,000 investment into $478,000 in less than a year. Her insights on market trends and stock selection have been invaluable. If you’re looking to boost your investments, she’s the one to trust!*
Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Bianca, and her helpful guides.
I value your perspective and content .Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher .
Here are time stamps for this episode; 00:00:00 - Introduction to Jeff Bezos's rare interview with Andrew Ross Sorkin. 00:01:00 - Discussion of Bezos's active role at Amazon as chairman. 00:02:31 - Google's quantum computing advancements and stock surge. 00:03:52 - GM exits the Robo-taxi market, impacting competitors. 00:05:15 - Performance review of the Story Fund's holdings. 00:06:40 - Costco reaches $1,000 per share milestone. 00:08:02 - Amazon's stock rise linked to AI innovations. 00:09:57 - Bezos addresses Trump's influence and the Washington Post's neutrality. 00:12:15 - Challenges faced by media in maintaining trust and objectivity. 00:15:22 - Bezos's perspective on the Washington Post's non-endorsement policy. 00:17:48 - Growth mindset as a solution to economic challenges. 00:19:40 - U.S. advantages in venture capital and entrepreneurial success. 00:21:55 - Overregulation challenges in the U.S. economy. 00:24:02 - Concerns about Elon Musk's influence on U.S. policy. 00:27:41 - Bezos discusses retirement and remaining active at Amazon. 00:31:24 - Bezos on Amazon's AI initiatives and their transformative potential. 00:33:50 - AI compared to electricity as a ubiquitous enabling technology. 00:36:20 - Bezos emphasizes Amazon's leadership in AI and the Nova model. 00:38:28 - Bezos's reflections on human uniqueness and AI's limits. 00:40:08 - Closing thoughts on AI's potential and the need for human creativity.
I already own Amazon, but this made me buy more. Amazon is a win for years to come. Innovators and fantastic leadership + 4 years of deregulation ahead
Not enough is being said about the mega growth deregulation will have on the economy, stock market, and national security! We have been falling behind in many ways, I am finally hopeful that we will blaze the best path we've ever had starting next year! Clearly investors agree.
This brewery Jeff mentioned (probably the Bofferding brewery in Luxembourg) is not far away from my place. Now I'm gonna visit the museum next week! Vielen Dank und merci to you, Joseph!
Good Competition is healthy. Two of America’s greatest entrepreneurs but Musk is definitely more the lone wolf….Jeff sees how America embraced that independence of Elon. Splitting the country not a good plan when the economy & debt is failing.
Hey Joseph, been a fan of yours since 2019 and wanted to say thanks for all the great information over the years. I also wanted give some feedback based on some of your recent videos, and I'll use this video where you (and Bezos) talk about cutting regulations. I'm no fan of bureaucracy, but a generic "we should cut regulations" tends to be a political talking point, and I'm not mentioning this because I do or don't subscribe to a particular set of beliefs. A lot of regulations we have were created after a loss of life or serious injury (a common example is the Triangle Shirtwaist Factory fire). Some of them are the reason why we don't have polluted air or water the way other countries do, etc. If someone can point out specific regulations that are causing undue harm or red tape for little to no benefit, I'm in support of cutting it. But a blanket approach can lead to worse working conditions, more pollution, or even serious injury or death. I'll tie this back to the bridge example you and Bezos gave: I'm sure that some regulations/laws cause issues, but a lot of regulations are there to ensure that the workers who build the bridges are paid and treated fairly (meaning they have more money to spend, stimulating the economy and gdp), and that the bridges themselves are safe to use for decades or longer and won't collapse. If you read this I appreciate your time and consideration and look forward to seeing more videos from you!
100% agree. Also, if he wants to make a right decision, then he should pay his warehouse workers a fair wage or let them Unionized. FYI Amazon is my largest position.
You can look at the example of two different systems, Europe and the US. Europe has made it a major focus to put regulation at the top of their list of priorities. Europe prioritizes regulation over fostering an environment of growth. As a result the new iphone updates do not have apple intelligence in them, they have no AI startups, literally every foundational model is within the US (open ai, Gemini, Nova, etc), every big tech company is within the US, nobody would willingly choose Europe to start a company in over the US because of lack of capital and increased regulations. Every single regulation is going to be advertised as helping, protecting, these terms are also "political talking points". The goal is to weigh the pros and cons of regulations and see if they're overall having a net benefit or net drag on society. Even if a regulation does something positive we should weigh that agains the downside cost of the regulation. I see little evidence that customers and workers are more protected in europe than the US. From what I can tell people in the US make more money have way more mobility in moving up ranks in business or starting their own business. In 2023 US per capita GDP was $85,370, while France's was $47,360 for example. Europe is standing by watching the US grow extremely wealthy with companies like Nvidia, Amazon, Microsoft, Apple, etc and no matter how much they try to regulate and fine these companies it will never make up for just fostering an environment where they can start growing their own globally dominant prized tech assets. My discord is full of Europeans that share this same sentiment, so this is also not just someone coming from the US perspective.
@@JosephCarlsonAfterHoursthat is spot on Joseph,i live in Europe and thats the biggest problem Europe has.There is to much regulation and that stops the growth in a big way.If Europe would be more relaxed from this point of view,the ski is the limit.There is so much potential here because of the multicultural diversity that gives plenty of very smart people and i know in fact some very smart people that work in Biotech that moved in the Us because its much easier to get funding and is much less regulated. Keep up the great work Joseph!
@@stefanlutia7808 China and Japan have very little multicultural diversity, but they have very smart people. Why do you suggest that multicultural diversity gives plenty of smart people as opposed to just the number of people?
@@JosephCarlsonAfterHours If I'm reading you correctly, you seem to be saying there that the difference between the numbers of US and Europe tech startups are caused by one specific thing, regulation. You realize of course that Europe and the US have different peoples, laws, histories, cultures, language distributions, taxes, attitudes, concentrations of industry, state support, availability of capital, and reserve currency status? There's millions of differences between these huge collections of massively different peoples and countries. You cannot just pick one thing among those differences and say that's the cause unless you normalize and control for the other variables which could be impacting the result. And that kind of ordeal is impossible, so it's a good idea to show humility. The idea that Europe is regulating itself to poverty is a common view, and may have some kind of facet of truth to it. But there's also a lot of partially true theories out there that seem to make sense, which is just another way of saying that they're also partially wrong and simply feel right. Being partially wrong is also known as being wrong. Every single prominent ideology out there can say at least some things that make reference to some set of partially true facts, which seemingly make sense, and that feel right. It doesn't mean they're right to say that. They're wrong actually.
to a guy like jeff retirement is the equivalent to death. amazon is his beautiful creation, his baby. he will never retire. plus ai and tech right now has never been so exciting and world changing. he is loving this. 📈🇺🇸
I have been following Sustainable Energy ETFs and they keep going down. It may be an opportunity in the long term. I am doing DCA because it keeps going down, more with trump.
Thank you for being so eloquent, articulate and speaking plain English. And most importantly, the unique perspective you’ve provided. I am grateful for your channel. ❤
Joseph Carlson, Dec 9/24: "I bought more Google, I'm going start trimming once it gets over $200 per share." 2 days later: *Google rockets to $198* Okay neat trick, now tell me you're buying Uber and you'll start trimming at $100.
Hi Joseph, how do you stay so informed? Which news sites do you use to get your information? Asking because I am impressed with how quickly you can make yourself well informed. Thanks for the show
I don’t understand the agreement with bezos on the growth statement. Did I misunderstand something? How can we be concerned about the national debt, and then agree with bezos that we need to increase growth much higher than the debt does….that stills means the debt is there? This also only works if you focus on continual 4-5% growth for many decades before a political party decides to use the money to pay off the debt. I feel like if any party was really serious about the debt, it should be to focus on like 3-5% growth, and the debt cannot increase at all, or it goes down a bit more. But honestly, do we as a country really care about the national debt? Like I know it’s humungous, and interest on it is insane, but no political party has been serious about it for 20-40 years now, maybe more Also, weren’t we all happy that companies like health insurance companies were heavily regulated? But now less regulation is better?
The majority of the US debt (about 79%) is owed domestically. Foreign debt is not much of a problem in the grand scheme of things due partially to the fact that we don’t owe much relative to what is owed to us and the international business/influence we have. The strategy for every country is to always hold debt and focus on economic growth. The central banks use debt instruments (bonds) to both inject and remove M2 money from the system in an effort to control inflation as well as economic growth. The focus is and always has been to outgrow the debt and pay the interest on the debt. As of now the US has a net worth of around 150 trillion when you subtract all debt from net assets. If we can increase GDP while slowing debt for a while we can get back onto a healthy economic course.
@@saneb5955 I really like this reply, thanks for this. So when I go online or meet people, and they’re worried about the national debt, they shouldn’t really say that? They should really be looking at the economic growth of the country, and if we’re doing 3-5% growth higher than the debt, then simply put, we’re good?
@@methos1999 Not particularly sure why political/presidential mention is necessary here. The government as a whole has been negligent for decades. However yes a good chunk of the recent debt was during Trumps presidency, it was primarily from continues stimulus checks that were being pushed by Nancy Pelosi to the sum of roughly 6-6.5 trillion and then about another 1.9 trillion that was pushed when Biden got in. The coronavirus disrupted everything on an international scale and there were disagreements everywhere. GOP was trying to block the stimulus and open up business, while Democrats were trying to shut down and push stimulus. In a way the political system as a whole failed because when everyone had to work together to come to a logical conclusion, instead everyone fought and spearheaded each other. People have to stop fighting, pointing fingers and work together.
I look forward to watching your videos Joseph. I'm a new subscriber. I would like to hear your thoughts about AMD? AMD is trading at near 52 week lows, do you think it's a good buying opportunity?
this is turning into a react channel unfortunately… if you just recommended this interview many of us would’ve watched it. But to spend 40 minutes watching the interview and basically blowing smoke up Bezo’s ass..? I’m not really understanding
Joseph, thanks for your time invested in this channel. I invested in Booking on 5th August and so far it is flying. I did not buy more google after you did because i have got some already. Now I am left regreting.
The issue with the Washington Post and Bezos is that yeah he makes the correct decision, for him. That's the problem with all these oligarchs owning media, they make the correct decisions, for themselves, not what's in the public interest. That's a conflict of interest for media that should be reporting truths in the public interest.
@@piggyware because the topic in question was always in the editorial & opinion section. By definition it doesn’t need to be objective anymore than the funny pages needs to be.
@@methos1999 didnt know, thanks, then why does it matter? :) Or was the section onesided and/or from people working at the newspaper? Anyways, I like it that being objective is more on the radar overall. Polarisation is very destructive.
@@piggyware It matters because if Jeff Bezos (the owner of The Washington Post) is willing to stop an opinion piece from getting published, what else is he willing to stop from getting published? Is he willing to force the paper to withhold stories about crimes being committed by the government? By businesses he's friendly towards? If a news outlet is not free to publish what it thinks is important, then that outlet cannot be trusted. And I think a lot of people misunderstand the job of real journalists. The job of real journalists is not to present both sides as valid, the job is to present the truth. If one person says it's raining and another person says it's sunny, the journalists job is to look out the window. The problem with our polarized culture right now is that looking out the window is being decried as being "biased" by whoever is lying about the weather.
When bezos says "horizontal layers" hes talking about the layers of technological infrastructure that are subsiquently built upon each other. Depending on how abstractly you define these layers, there are many. Power, network, data, os, platform, application, cloud, AI, you could even say government and culture. Amazon focuses on undifferentiated heavy lifting which ties in nicely with these invisible layers.
Will you combine the Story Fund with the Passive Income Portfolio at some point ?! For instance after your "end of 2025" goal for the Story Fund vs SPY
If you believe that Elon's relation to Trump doesn't benefit his companies, then I would recommend shorting $TSLA. The market clearly disagrees with you.
I invested in Costco when you said it was the most overvalued company on the market. I'm up 31% and not ready to sell anytime soon. Obviously it would have been nice to invest years ago, but it wasn't possible at the time. Also happy shareholder of AMZN 🙂. Thank you for your valuable content!
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Can you do a vid on what you look for in a stock like looking at their financial numbers with explanations? Thx.
Celebrating Costco reaching $1,000 by spending $1,000 at Costco. 😮😅
$1000 on Costco hotdogs
I feel this in my wallet.
Instead of spending at Costco, add more position at Costco
I'm buying puts at $1170 or sooner depending on timing
Also add Walmart
Joseph you unintentionally timed the market perfectly with Google and Salesforce 😂
nope... 100s of hours of hardwork behind that decision
AND BOOKINGS... he is magician really!
Did you even watch? @@AGNIVEER6152
bull Market thing perhaps? Go big or go home in well known names.
Did the same thing before him!But thats because i follow him since a long time and i start to see the market in a similar way.The last 2 weeks i loaded up on Uber as well.Im really curios if he will become as well an Uber shareholder.It fits all the criteria for a holding of The Story Fund.
Best channel on RUclips
Take up one idea. Make that one idea your life -think of it, dream of it, live on that idea. Let the brain, muscles, nerves, every part of your body, be full of that idea, and just leave every other idea alone. This is the way to success.
Assets that can make one successful in life
I. Forex
2.Stocks
3.Shares
forex is profitable and lucrative investment online
@@VilleToivonen952You are right.
But I don't know why people remain poor due to ignorance
*Thank you for your video mate…. Since working with Bianca Lindsey, She transformed my investment strategy, my stock portfolio keeps increasing, turning a $20,000 investment into $478,000 in less than a year. Her insights on market trends and stock selection have been invaluable. If you’re looking to boost your investments, she’s the one to trust!*
If you don't find a means of multiplying your income you will wake up one day to realize you didn't plan..
Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Bianca, and her helpful guides.
I value your perspective and content .Bitcoin is on its way to breaking records, getting closer to hitting new high prices, showing that it's gaining more value and could go even higher than we've seen before. This could mean great things for people looking to invest, suggesting now might be a good time to get involved before it jumps even higher .
She mostly interacts on Telegrams, using the user-name,
biancalinds60💯..that's it
This is literally a show at this point. Joseph is pushing the algorithm to the max
It does say "Joseph Carlson Show" in the background lol 😂
It always has been, isn't it?
Always was! 🌎🧑🚀🔫🧑🚀
This felt like a puff piece. If he's going to be so uncritical, he might as well just link to the interview instead of adding his agreement.
reality show first long term investing second
Here are time stamps for this episode;
00:00:00 - Introduction to Jeff Bezos's rare interview with Andrew Ross Sorkin.
00:01:00 - Discussion of Bezos's active role at Amazon as chairman.
00:02:31 - Google's quantum computing advancements and stock surge.
00:03:52 - GM exits the Robo-taxi market, impacting competitors.
00:05:15 - Performance review of the Story Fund's holdings.
00:06:40 - Costco reaches $1,000 per share milestone.
00:08:02 - Amazon's stock rise linked to AI innovations.
00:09:57 - Bezos addresses Trump's influence and the Washington Post's neutrality.
00:12:15 - Challenges faced by media in maintaining trust and objectivity.
00:15:22 - Bezos's perspective on the Washington Post's non-endorsement policy.
00:17:48 - Growth mindset as a solution to economic challenges.
00:19:40 - U.S. advantages in venture capital and entrepreneurial success.
00:21:55 - Overregulation challenges in the U.S. economy.
00:24:02 - Concerns about Elon Musk's influence on U.S. policy.
00:27:41 - Bezos discusses retirement and remaining active at Amazon.
00:31:24 - Bezos on Amazon's AI initiatives and their transformative potential.
00:33:50 - AI compared to electricity as a ubiquitous enabling technology.
00:36:20 - Bezos emphasizes Amazon's leadership in AI and the Nova model.
00:38:28 - Bezos's reflections on human uniqueness and AI's limits.
00:40:08 - Closing thoughts on AI's potential and the need for human creativity.
Please add this to the description so it adds it to the timeline
I already own Amazon, but this made me buy more. Amazon is a win for years to come. Innovators and fantastic leadership + 4 years of deregulation ahead
Not enough is being said about the mega growth deregulation will have on the economy, stock market, and national security! We have been falling behind in many ways, I am finally hopeful that we will blaze the best path we've ever had starting next year! Clearly investors agree.
This brewery Jeff mentioned (probably the Bofferding brewery in Luxembourg) is not far away from my place. Now I'm gonna visit the museum next week! Vielen Dank und merci to you, Joseph!
I swear Christmas came early with a whole 40 minute video from Joseph thank you!
Keep the videos coming, Mr Carlson!! 🚀🚀🚀
Joseph, thank you 🙏🏾
Love this kind of videos, well done Joseph! Please do more on this type of video!
I really love watching every episode you put out. You're "best in class" in this new media paradigm. Keep it up, pace yourself.
Jeffy B can't stop workin! He wants to beat Elon
Keep working Jeffy B! One day your rockets will get to space!
Elon tweets 500 times a day and spends half his time at Mar-a-Lago. Bezos can work 2 hours a day and would be out working Elon.
@icvetz Also, Blue Origin is not a competitor to Space X.
Good Competition is healthy. Two of America’s greatest entrepreneurs but Musk is definitely more the lone wolf….Jeff sees how America embraced that independence of Elon. Splitting the country not a good plan when the economy & debt is failing.
Hey Joseph, been a fan of yours since 2019 and wanted to say thanks for all the great information over the years.
I also wanted give some feedback based on some of your recent videos, and I'll use this video where you (and Bezos) talk about cutting regulations.
I'm no fan of bureaucracy, but a generic "we should cut regulations" tends to be a political talking point, and I'm not mentioning this because I do or don't subscribe to a particular set of beliefs.
A lot of regulations we have were created after a loss of life or serious injury (a common example is the Triangle Shirtwaist Factory fire). Some of them are the reason why we don't have polluted air or water the way other countries do, etc.
If someone can point out specific regulations that are causing undue harm or red tape for little to no benefit, I'm in support of cutting it. But a blanket approach can lead to worse working conditions, more pollution, or even serious injury or death.
I'll tie this back to the bridge example you and Bezos gave: I'm sure that some regulations/laws cause issues, but a lot of regulations are there to ensure that the workers who build the bridges are paid and treated fairly (meaning they have more money to spend, stimulating the economy and gdp), and that the bridges themselves are safe to use for decades or longer and won't collapse.
If you read this I appreciate your time and consideration and look forward to seeing more videos from you!
100% agree. Also, if he wants to make a right decision, then he should pay his warehouse workers a fair wage or let them Unionized. FYI Amazon is my largest position.
You can look at the example of two different systems, Europe and the US. Europe has made it a major focus to put regulation at the top of their list of priorities. Europe prioritizes regulation over fostering an environment of growth.
As a result the new iphone updates do not have apple intelligence in them, they have no AI startups, literally every foundational model is within the US (open ai, Gemini, Nova, etc), every big tech company is within the US, nobody would willingly choose Europe to start a company in over the US because of lack of capital and increased regulations.
Every single regulation is going to be advertised as helping, protecting, these terms are also "political talking points". The goal is to weigh the pros and cons of regulations and see if they're overall having a net benefit or net drag on society. Even if a regulation does something positive we should weigh that agains the downside cost of the regulation.
I see little evidence that customers and workers are more protected in europe than the US. From what I can tell people in the US make more money have way more mobility in moving up ranks in business or starting their own business. In 2023 US per capita GDP was $85,370, while France's was $47,360 for example. Europe is standing by watching the US grow extremely wealthy with companies like Nvidia, Amazon, Microsoft, Apple, etc and no matter how much they try to regulate and fine these companies it will never make up for just fostering an environment where they can start growing their own globally dominant prized tech assets.
My discord is full of Europeans that share this same sentiment, so this is also not just someone coming from the US perspective.
@@JosephCarlsonAfterHoursthat is spot on Joseph,i live in Europe and thats the biggest problem Europe has.There is to much regulation and that stops the growth in a big way.If Europe would be more relaxed from this point of view,the ski is the limit.There is so much potential here because of the multicultural diversity that gives plenty of very smart people and i know in fact some very smart people that work in Biotech that moved in the Us because its much easier to get funding and is much less regulated.
Keep up the great work Joseph!
@@stefanlutia7808 China and Japan have very little multicultural diversity, but they have very smart people. Why do you suggest that multicultural diversity gives plenty of smart people as opposed to just the number of people?
@@JosephCarlsonAfterHours If I'm reading you correctly, you seem to be saying there that the difference between the numbers of US and Europe tech startups are caused by one specific thing, regulation. You realize of course that Europe and the US have different peoples, laws, histories, cultures, language distributions, taxes, attitudes, concentrations of industry, state support, availability of capital, and reserve currency status?
There's millions of differences between these huge collections of massively different peoples and countries. You cannot just pick one thing among those differences and say that's the cause unless you normalize and control for the other variables which could be impacting the result. And that kind of ordeal is impossible, so it's a good idea to show humility.
The idea that Europe is regulating itself to poverty is a common view, and may have some kind of facet of truth to it. But there's also a lot of partially true theories out there that seem to make sense, which is just another way of saying that they're also partially wrong and simply feel right. Being partially wrong is also known as being wrong. Every single prominent ideology out there can say at least some things that make reference to some set of partially true facts, which seemingly make sense, and that feel right. It doesn't mean they're right to say that. They're wrong actually.
Bro, you holding XAI84W$? This is what early Bitcoin felt like fr.
to a guy like jeff retirement is the equivalent to death. amazon is his beautiful creation, his baby. he will never retire. plus ai and tech right now has never been so exciting and world changing. he is loving this. 📈🇺🇸
Google waa the best IMO
I like listening to Joseph because he gives you all the highlights.
What is your opinion on Uber?
Joseph, what's your view on Uber? Why are you not buying it yet?
OMG, your calls are insane! 10% gains last week. Thinking about XAI84W$, SOL, and MATIC now. Thoughts?
What about Uber??
One of your best shows Joseph
Thank you for the wonderful sharing!
Great video! Profited 30%! XAI32K and ADA look solid. SOL also tempting. Should I stick or diversify?
Im really interested in what you think about microreators in a future of energy shortage
I have been following Sustainable Energy ETFs and they keep going down. It may be an opportunity in the long term. I am doing DCA because it keeps going down, more with trump.
Nice to see Google have a nice rally. 2nd largest holding behind Meta.
Thank you for being so eloquent, articulate and speaking plain English. And most importantly, the unique perspective you’ve provided. I am grateful for your channel. ❤
Thanks for sharing your brilliance! Greatly appreciate your opinion and ability to teach.
Thanks a lot Joseph 🤙🏿🤙🏿
OMG, your calls are insane! 10% gains last week. Thinking about XAI32K, SOL, and MATIC now. Thoughts?
Thank you for sharing this information 🔥🔥🔥
Why does Jeff's head look like it's cgi'd on another body 😂
Thanks, Joseph, this was one of the best episodes this year. Great work and very inspiring!
Great job with your posts!
Joseph Carlson, Dec 9/24: "I bought more Google, I'm going start trimming once it gets over $200 per share."
2 days later: *Google rockets to $198*
Okay neat trick, now tell me you're buying Uber and you'll start trimming at $100.
I was hoping this was coming
Best value investing channel on YT! Great insight!
Imagine XAI84W$ at $1 now and $15 next year. That’s why I’m all in-no brainer!
Holding XAI84W$ and SHIB tight, we def gonna hit that 15x soon. FOMO is real!
I caught UBER before after hours haha
isn't NVDA working on FSD vehicles also ?? Wouldn't it be a hoot if they bought UBER to buildout their fleet.
I added to my position
What do you think of AMD? Can you do an analysis!? Thank you.
Just wanted to say thanks! Love the channel and content.
Alright, I'm convinced you are buying Nike next.
I love these news updates and interview breakdowns vids
This is an amazing channel! Thanks joseph!
Hello Joseph, can you please let me know your toughts about Nubank Holdings stock ?
Amazon called even Bezos back to office 5 days/week :)))
This was a really good one
Thanks for sharing your insights on the Jeff Bezos interview. I enjoyed this episode immensely.
Hi Joseph, how do you stay so informed? Which news sites do you use to get your information? Asking because I am impressed with how quickly you can make yourself well informed. Thanks for the show
best yt channel on the value investing ❤
Thanks for your videos!!
Every time Joseph buys something it goes up😂
i hope you are looking into the amd dip . your portfolio needs some semiconductor exposure
Not his kind of company. Semis tend to be cyclical and he wants to invest in predictable revenues & cash flows.
@@sanesanyofair enough
Excellent video
Great video great analysis 🎉
I know you don’t really try and time your buys, but damn you’ve been a on roll lately
Thank you for this after hours video. Your video got me thinking in a different direction. I appreciate your presentation.
Great video. Thanks
Ur goated Joseph, started following you after i saw how insane your Performance was, and stayed because your like an idol. Greetings from Germany
Thx for Billion dollar feedback on a entrepreneur!!!
Celebrating with a hotdog and a drink... geez man, you're living it up! Glad to see Google is funny getting its moment.
Costco... nobody buys it because it keeps going up - Yogi Berra
Great video as usual.
Joseph is a rising star!
What do you think about AMD? Is AMD an AI player in a discount?
Great video!
I don’t understand the agreement with bezos on the growth statement. Did I misunderstand something?
How can we be concerned about the national debt, and then agree with bezos that we need to increase growth much higher than the debt does….that stills means the debt is there? This also only works if you focus on continual 4-5% growth for many decades before a political party decides to use the money to pay off the debt. I feel like if any party was really serious about the debt, it should be to focus on like 3-5% growth, and the debt cannot increase at all, or it goes down a bit more.
But honestly, do we as a country really care about the national debt? Like I know it’s humungous, and interest on it is insane, but no political party has been serious about it for 20-40 years now, maybe more
Also, weren’t we all happy that companies like health insurance companies were heavily regulated? But now less regulation is better?
The majority of the US debt (about 79%) is owed domestically. Foreign debt is not much of a problem in the grand scheme of things due partially to the fact that we don’t owe much relative to what is owed to us and the international business/influence we have. The strategy for every country is to always hold debt and focus on economic growth. The central banks use debt instruments (bonds) to both inject and remove M2 money from the system in an effort to control inflation as well as economic growth. The focus is and always has been to outgrow the debt and pay the interest on the debt. As of now the US has a net worth of around 150 trillion when you subtract all debt from net assets. If we can increase GDP while slowing debt for a while we can get back onto a healthy economic course.
The goal for them was to never pay off the debt that’s obvious. They’re going to try to inflate (“”grow””) the debt away.
And didn't Trump add a huge amount to the debt last time around?
@@saneb5955 I really like this reply, thanks for this.
So when I go online or meet people, and they’re worried about the national debt, they shouldn’t really say that? They should really be looking at the economic growth of the country, and if we’re doing 3-5% growth higher than the debt, then simply put, we’re good?
@@methos1999 Not particularly sure why political/presidential mention is necessary here. The government as a whole has been negligent for decades. However yes a good chunk of the recent debt was during Trumps presidency, it was primarily from continues stimulus checks that were being pushed by Nancy Pelosi to the sum of roughly 6-6.5 trillion and then about another 1.9 trillion that was pushed when Biden got in. The coronavirus disrupted everything on an international scale and there were disagreements everywhere. GOP was trying to block the stimulus and open up business, while Democrats were trying to shut down and push stimulus. In a way the political system as a whole failed because when everyone had to work together to come to a logical conclusion, instead everyone fought and spearheaded each other. People have to stop fighting, pointing fingers and work together.
Celebrating Costco hitting $1000 by buying 1000 bottles of baby oil
way to go and great call on your google video before this one.. i also added to my position and is my second biggest holding after amazon
Any thoughts on UBER given these developments with Waymo and Tesla? Wondering whether to sell or not.
You should not sell it Uber
It’s the Nike hoodie for me
this dude deserves more sub
Earlier this year you mentioned Costco was too expensive at 400 - glad I did not let this dissuade my analysis--/ I see a future stock split
I look forward to watching your videos Joseph. I'm a new subscriber. I would like to hear your thoughts about AMD? AMD is trading at near 52 week lows, do you think it's a good buying opportunity?
You don't own apple on The Story Fund anymore?
this is turning into a react channel unfortunately… if you just recommended this interview many of us would’ve watched it. But to spend 40 minutes watching the interview and basically blowing smoke up Bezo’s ass..? I’m not really understanding
I was thinking of you.. like Joseph Carlson has the perfect timing on his call to buy Google … wow ❤
Translation at 8:00, dividends are irrelevant...aka, tell me dividends are irrelevant without telling me dividends are irrelevant 🤣
Joseph, thanks for your time invested in this channel. I invested in Booking on 5th August and so far it is flying. I did not buy more google after you did because i have got some already. Now I am left regreting.
The issue with the Washington Post and Bezos is that yeah he makes the correct decision, for him. That's the problem with all these oligarchs owning media, they make the correct decisions, for themselves, not what's in the public interest. That's a conflict of interest for media that should be reporting truths in the public interest.
Why is it even a topic that a newspaper should strive to be objective?
@@piggyware because the topic in question was always in the editorial & opinion section. By definition it doesn’t need to be objective anymore than the funny pages needs to be.
@@methos1999 didnt know, thanks, then why does it matter? :) Or was the section onesided and/or from people working at the newspaper?
Anyways, I like it that being objective is more on the radar overall. Polarisation is very destructive.
@@piggyware It matters because if Jeff Bezos (the owner of The Washington Post) is willing to stop an opinion piece from getting published, what else is he willing to stop from getting published? Is he willing to force the paper to withhold stories about crimes being committed by the government? By businesses he's friendly towards? If a news outlet is not free to publish what it thinks is important, then that outlet cannot be trusted. And I think a lot of people misunderstand the job of real journalists. The job of real journalists is not to present both sides as valid, the job is to present the truth. If one person says it's raining and another person says it's sunny, the journalists job is to look out the window. The problem with our polarized culture right now is that looking out the window is being decried as being "biased" by whoever is lying about the weather.
This guy in the interview looks and sounds like an after lab accident supervillain version of Jeff Bezos. But it is a good interview.
Who where’d you get that jacket tho
Big shoutout for mentioning XAI84W$ and SUI. These two look like the future to me. Holding both tight!
Joseph made Google go up he is a market maniplulator 💯
🤣🤣🤣 I celebrate my milestones with lamb.
When bezos says "horizontal layers" hes talking about the layers of technological infrastructure that are subsiquently built upon each other. Depending on how abstractly you define these layers, there are many. Power, network, data, os, platform, application, cloud, AI, you could even say government and culture. Amazon focuses on undifferentiated heavy lifting which ties in nicely with these invisible layers.
Will you combine the Story Fund with the Passive Income Portfolio at some point ?! For instance after your "end of 2025" goal for the Story Fund vs SPY
He is right about AI, and that's why PLTR is so "over valued"
If you believe that Elon's relation to Trump doesn't benefit his companies, then I would recommend shorting $TSLA. The market clearly disagrees with you.
I invested in Costco when you said it was the most overvalued company on the market. I'm up 31% and not ready to sell anytime soon. Obviously it would have been nice to invest years ago, but it wasn't possible at the time. Also happy shareholder of AMZN 🙂. Thank you for your valuable content!
Joseph good call on Google. I also have a good position on it.
Would love to hear your thoughts on adding to our story fund these companies :
1) PayPal and
2) Nice
Appropriate to hold Amzn forever ?
can you talk about txrh? its been going down