Podcasts

This week in investing podcasts

Fast, readable breakdowns of the latest videos and podcasts from top finance channels — the thesis, the tickers, and the key takeaways, published as they drop.

This week in investing podcasts

Latest podcast summaries

Alphabet, Amazon & Meta: Berkshire’s AI Bet Explained by Daniel Pronk

Cerebras vs GPUs: Sean Lie on Ultra-Fast Inference – Latent Space

Palo Alto Networks in the AI Era: Chip Stock Investor’s PANW Breakdown

Constellation Software: Sven Carlin Says the Real Risk Isn’t AI

Patience and Small-Cap Value Investing with Matt Sweeney on The Acquirers Podcast

Nvidia & Marvell AI Outlook: The Circuit Breaks Down Earnings and Hot Chips

Musk’s TeraFab vs TSMC: Anastasi In Tech Breaks Down the Threat

Nokia Stock Crash: Chip Stock Investor Explains If It’s Worth Buying

Limbach (LMB) Reset and Data Center Pivot Explained | Yet Another Value Podcast

AI’s 250 Key Builders: Inside Their Beliefs with Invest Like the Best

Apple’s App Store vs AI Growth, per Sharp Tech with Ben Thompson

Intel Stock Turnaround? Nanalyze Breaks Down the AI Hype and Foundry Bet

Broadcom’s ‘Beast’ AI Package Explained by TechTechPotato

Victor Haghani on Risk, Ruin & Reinvention – We Study Billionaires

AI Boom Roadkill and Seed VC Math | David Frankel on 20VC

United Wholesale Mortgage fallout & gold surge, per Chris Whalen on Julia La Roche

AI Bubble Risks and Gold’s Role, per Rosenberg & Bernstein on Excess Returns

Google Talent Exodus, Elon’s $1T ARR Bet & GPT‑5: SemiAnalysis x Asianometry

AI Power & Cyber Stocks Beyond Semis, per Monetary Matters & Pernas

Hims (HIMS) Stock: Cedar Grove’s Paul Cerro Explains His Bull Case

Share Buybacks and Capital Structure: The Meb Faber Show Interview

Texas’ Data Center Freeze and AI Power Demand, Explained by Catalyst with Shayle Kann

Hyperscaler CapEx and the AI Bull Market: Chip Stock Investor Explains

GOOG, MSFT, AMZN, NVDA: Sven Carlin Warns on AI Risk–Reward