# My Investing Plan For The Next 5 Years

Page: https://stenobird.com/podcast/the-joseph-carlson-show-1176837/my-investing-plan-for-the-next-5-years
Text version: https://stenobird.com/podcast/the-joseph-carlson-show-1176837/my-investing-plan-for-the-next-5-years.md
Podcast: [The Joseph Carlson Show](https://stenobird.com/podcast/the-joseph-carlson-show-1176837)
Published: 2026-05-26T20:14:54+00:00
Episode link: https://podcasters.spotify.com/pod/show/joseph-carlson21/episodes/My-Investing-Plan-For-The-Next-5-Years-e3jud28
Audio file: https://traffic.megaphone.fm/APO1563941085.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-joseph-carlson-show-1176837/episodes/my-investing-plan-for-the-next-5-years
Duration seconds: 1901

## Resource

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

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## Transcript

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