# Time in the Market: Episode 39 – Ai is Flying! Why and What Next with Ashley Oerth?

Page: https://stenobird.com/podcast/time-in-the-market-6523202/time-in-the-market-episode-39-ai-is-flying-why-and-what-next-with-ashley-oerth
Text version: https://stenobird.com/podcast/time-in-the-market-6523202/time-in-the-market-episode-39-ai-is-flying-why-and-what-next-with-ashley-oerth.md
Podcast: [Time in the Market](https://stenobird.com/podcast/time-in-the-market-6523202)
Published: 2026-05-28T11:59:49+00:00
Episode link: https://podcast.ausha.co/timeinthemarket/time-in-the-market-episode-39-ai-is-flying-why-and-what-next-with-ashley-oerth
Audio file: https://audio.ausha.co/drd2WuRAY6JQ.mp3?t=1779969461
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/time-in-the-market-6523202/episodes/time-in-the-market-episode-39-ai-is-flying-why-and-what-next-with-ashley-oerth
Duration seconds: 2518

## Resource

In the latest episode of our award-winning series we are compelled to welcome Ashley Oerth, a Senior Invesco Investment Strategist, back to the podcast! Making a record-breaking 3rd appearance, we are desperate to hear Ashley’s views on why AI associated stocks are running so, so hot, and whether we are flirting with, or already in, bubble territory? We also want Ashley’s thoughts on opportunities outside of AI infrastructure and semi-conductor plays, and why her team’s geographical preferences (at first blush) don’t appear to align with a positive view on the AI theme. This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 21st May 2026 Hosted on Ausha. See ausha.co/privacy-policy for more information.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/time-in-the-market-6523202/episodes/time-in-the-market-episode-39-ai-is-flying-why-and-what-next-with-ashley-oerth/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/time-in-the-market-6523202/time-in-the-market-episode-39-ai-is-flying-why-and-what-next-with-ashley-oerth.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.