# Ep. 358 Prepare Your Portfolio For The Future By Finding Past Market Analogies Page: https://stenobird.com/podcast/investing-with-ibd-935515/ep-358-prepare-your-portfolio-for-the-future-by-finding-past-market-analogies Text version: https://stenobird.com/podcast/investing-with-ibd-935515/ep-358-prepare-your-portfolio-for-the-future-by-finding-past-market-analogies.md Podcast: [Investing With IBD](https://stenobird.com/podcast/investing-with-ibd-935515) Published: 2026-02-04T23:53:00+00:00 Episode link: https://investing-with-ibd.simplecast.com/episodes/ep-358-prepare-your-portfolio-for-the-future-by-finding-past-market-analogies-8oLztt5P Audio file: https://dowjones.simplecastaudio.com/112561f5-bd22-464e-8e44-9d7f3503ed80/episodes/8a38b6db-37f2-4e4e-8f22-b684335d7f76/audio/128/default.mp3?aid=rss_feed&awCollectionId=112561f5-bd22-464e-8e44-9d7f3503ed80&awEpisodeId=8a38b6db-37f2-4e4e-8f22-b684335d7f76&feed=WvMU0sL6 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/investing-with-ibd-935515/episodes/ep-358-prepare-your-portfolio-for-the-future-by-finding-past-market-analogies Duration seconds: 3338 ## Resource Matt Caruso, president of Caruso Insights, explains why the current market’s consolidation echoes markets of the 90’s and the internet boom. He joins the “Investing with IBD” podcast to explain why he sees today’s market as more of a midway point, not the end. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/investing-with-ibd-935515/episodes/ep-358-prepare-your-portfolio-for-the-future-by-finding-past-market-analogies/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/investing-with-ibd-935515/ep-358-prepare-your-portfolio-for-the-future-by-finding-past-market-analogies.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.