Joseph Carlson: a call under review

Said on Jan 19, 2023, at 15:38 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“I think the economy is slowing down the FED is pushing the brakes on the economy hard”
Watch at 15:38A Major Change Has Happened
Predictiona call under review
What happened
Not scored

How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.

The window it was checked over

GDPWindow checkedRecession (NBER)
−40%−20%0%20%40%60%202020212021202220232024Said on Jan 19, 2023
−50%0%50%100%2020202120222024Said on Jan 19, 2023

Real GDP: U.S. Bureau of Economic Analysis via FRED, figures as first published. The shaded span is the window the call was checked over; grey bands are recessions.

Result at every window

All windows are shown, so none is picked

How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.

What was said around it

total revenue on marketing and sales in that entire year it's reliant on an aggressive sales team to grow the company at all there's no organic growth and there are so many companies in the market with very poor business models that are being exposed their stock prices are getting crushed investors are learning hard lessons that they don't have to learn through experience so I'm not going to tell you how to form your own portfolio or what investments to make your investment decisions are your own but I can share with you what I'm doing with my investments I think the economy is slowing down the FED is pushing the brakes on the economy hard with an economic slowdown it's more difficult to find companies that can actually turn a profit and finding companies that turn a profit will become prized possessions companies that are actually highly profitable will become more value relative to all the swaths of companies that get exposed for being the bad companies that they are so when I look at the probabilities of the future and see that things are slowing down I'm tightening up my portfolio into companies that I think can turn out earnings growth and free cash flow growth consistently over the

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