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.

Schwab Network · July 18, 2026

ASML (ASML) Earnings Beat & the AI Memory Super Cycle — Schwab Network Analysis

ASML

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Goldman Sachs Exchanges · July 10, 2026

US Dollar Outlook: Goldman Sachs Exchanges Explains Why Strength May Persist

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Yet Another Value Podcast · July 7, 2026

Stagwell STGW and Driven Brands DRVN: Adam Wyden’s thesis on Yet Another Value Podcast

STGWDRVN

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Sven Carlin · July 4, 2026

Google Stock Intrinsic Value: Sven Carlin Sees 40 P/E, 'Priced for Perfection'

GOOGLMSFTAAPLMETA

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Yet Another Value Podcast · July 1, 2026

VEON (VEON) 4x Upside? UIG Funds’ Sumit Umatiya on Yet Another Value Podcast

VEON

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