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

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

Intel at a Turning Point: Everything Money Breaks Down the Risk

Seagate Stock Cycle and HDD Demand Explained by Chip Stock Investor

Mohnish Pabrai on Berkshire, AI Mania & Kaspi – New Money Interview

SK Hynix’s Limit-Up Rebound: Vincent’s Take on Sampro TV

Tesla & Google Earnings ‘Illusion’ Explained by Everything Money

Applied Intuition and Physical AI: Business Breakdowns Explains the $15B Bet

Light & Wonder (LNW): slot machine oligopoly case by Yet Another Value Podcast

AI Momentum, Hedge Funds, and De-Risking: Goldman Sachs Exchanges Recap

United Parks (PRKS) and SeaWorld: Hawkins Entrekin on Yet Another Value Podcast

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

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

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

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