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About this episode
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
Get every episode summarized
Each time The Joseph Carlson Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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