About this episode
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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