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.
Podcast summaries, page 2 Everything Money · August 3, 2026 Intel at a Turning Point: Everything Money Breaks Down the Risk INTC NVDA AMD META
Read summary Chip Stock Investor · August 2, 2026 Seagate Stock Cycle and HDD Demand Explained by Chip Stock Investor Read summary New Money (Brandon van der Kolk) · August 2, 2026 Mohnish Pabrai on Berkshire, AI Mania & Kaspi – New Money Interview BRKB
Read summary 삼프로TV · August 1, 2026 SK Hynix’s Limit-Up Rebound: Vincent’s Take on Sampro TV Read summary Everything Money · July 28, 2026 Tesla & Google Earnings ‘Illusion’ Explained by Everything Money TSLA GOOG
Read summary Business Breakdowns · July 28, 2026 Applied Intuition and Physical AI: Business Breakdowns Explains the $15B Bet Read summary Yet Another Value Podcast · July 24, 2026 Light & Wonder (LNW): slot machine oligopoly case by Yet Another Value Podcast LNW
Read summary Goldman Sachs Exchanges · July 24, 2026 AI Momentum, Hedge Funds, and De-Risking: Goldman Sachs Exchanges Recap Read summary Yet Another Value Podcast · July 20, 2026 United Parks (PRKS) and SeaWorld: Hawkins Entrekin on Yet Another Value Podcast PRKS
Read summary Schwab Network · July 18, 2026 ASML (ASML) Earnings Beat & the AI Memory Super Cycle — Schwab Network Analysis ASML
Read summary Goldman Sachs Exchanges · July 10, 2026 US Dollar Outlook: Goldman Sachs Exchanges Explains Why Strength May Persist Read summary Yet Another Value Podcast · July 7, 2026 Stagwell STGW and Driven Brands DRVN: Adam Wyden’s thesis on Yet Another Value Podcast STGW DRVN
Read summary Sven Carlin · July 4, 2026 Google Stock Intrinsic Value: Sven Carlin Sees 40 P/E, 'Priced for Perfection' GOOGL MSFT AAPL META
Read summary 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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