Episode
My Investing Plan For The Next 5 Years
- Podcast
- The Joseph Carlson Show
- Published
- May 26, 2026
- Duration seconds
- 1901
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/joseph-carlson21/episodes/My-Investing-Plan-For-The-Next-5-Years-e3jud28
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Summary
In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype. 0:00 AI winners, losers, and the investing roadmap 2:21 Phase 1: The AI scarcity boom 5:31 Why today’s AI winners may not stay winners 7:00 ASML, Nvidia, and durable supply-chain advantages 9:04 The danger of assuming cyclicals are no longer cyclical 11:13 Phase 3: Hyperscalers take control 16:09 Software stocks: AI disruption or rerating opportunity? 20:06 How I’m positioning my portfolio 23:13 Ferrari’s EV and the risk to the brand 27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption