For those busy subscribers that didn’t have much time to read, watch, or listen during the week, and that like to catch up on the weekend, here are some of the links from this week that stood out to me, in case you don’t have the time to go through all of the weekly posts.
I enjoyed Ian Cassel’s latest article, “No One Starts Investing with a Blank Slate.” I’ve also been reading and highly recommend his new book, Stock Picker, which will officially be released next month.
Ben Thompson was on the Invest Like the Best Podcast discussing Big Tech, China, and the AI Boom Running Out of Money (Video, Podcast).
Bob Robotti made another podcast appearance, this time on the Excess Returns Podcast (Video, Podcast).
Lux Capital released its Q2 2026 Letter. Josh Wolfe also posted a video visualization of the letter on X.
Michael Gatto, author of The Credit Investor’s Handbook, sat down for a conversation with Paul Johnson (video).
Abhishaike Mahajan and Eryney Marrogi had a conversation about AI and biology on the Core Memory Podcast (Video, Podcast).
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