{"podcast":{"title":"The Joseph Carlson Show","slug":"the-joseph-carlson-show-1176837","podcast_index_feed_id":1176837,"rss_url":"https://anchor.fm/s/66ba825c/podcast/rss","website_url":"https://soundcloud.com/user-860929221","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/17134991/17134991-1759157620938-92c433559a63c.jpg","author":"The Joseph Carlson Show","episode_count":605,"summary":"A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.","last_synced_at":"2026-07-25T04:21:09.717855+00:00","page_url":"https://stenobird.com/podcast/the-joseph-carlson-show-1176837"},"episode":{"title":"My Investing Plan For The Next 5 Years","slug":"my-investing-plan-for-the-next-5-years","published_at":"2026-05-26T20:14:54+00:00","page_url":"https://stenobird.com/podcast/the-joseph-carlson-show-1176837/my-investing-plan-for-the-next-5-years","show_page_url":"https://stenobird.com/podcast/the-joseph-carlson-show-1176837","url":"https://podcasters.spotify.com/pod/show/joseph-carlson21/episodes/My-Investing-Plan-For-The-Next-5-Years-e3jud28","audio_url":"https://traffic.megaphone.fm/APO1563941085.mp3","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","meta_description":"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, lo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1901,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-joseph-carlson-show-1176837/episodes/my-investing-plan-for-the-next-5-years/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-joseph-carlson-show-1176837/my-investing-plan-for-the-next-5-years.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}