PlayStation Unchained is the most entertaining PlayStation show on earth; It's edgy, funny, a little sexy, but most importantly, extremely informative.
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Edgy Tech Podcasts
Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-dis ...
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For educators and others interested in AI and other new technologies, their impact on education, our classrooms, how we work and how we live. Hosted by Carrie Benedet, Suzette Bailey, Jonathan Shack and Ben Newsome
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Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to ...
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Tired of outdated tech leadership advice and buzzwords? Uncharted Leader: Elevate Your Tech Leadership, is your compass for navigating the ever-changing tech landscape. The rules of tech leadership have changed—fast. This isn't your typical leadership podcast. Join seasoned tech leader Sean for practical strategies and real-world insights as he explores what it takes to lead in today's complex digital world. Learn how to build high-performing teams, lead digital transformation, and make bold ...
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The DoseNation podcast brings you news and talk about psychedelics, brain science, consciousness, spirituality, religion, politics, pop culture, and human behavior. Hosted by James Kent.
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From the balmy beaches of South Florida, LAX is a frame of mind above anything else. Joining creative forces is often a difficult task for artists, as so many aspects of the artform are viewed in a different light. However for Ronaldo Reyes & Derek Hasty (Mr. Hasty) the fusion seems to have been predestined. Both hailing from one of, if not the top nightlife scene in the states, the two possess a natural, almost familial bond to EDM, as their individual upbringings were laced with the sounds ...
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It's today, and HR is still fighting for their right to party -- after all, we're in charge of planning them, right? In reality, HR is the mastermind and heartbeat of any organization, and every single People professional feels this deeply. We also don't necessarily like people or care if you like us. This podcast will share edgy, unadulterated stories and perspectives of what it truly means to be a People Ops, Talent, and Culture leader in the modern workplace. Stay don't go, as we're certa ...
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The Future of Data Centers is a quarterly three-episode podcast that explores what lies ahead for one of the world’s most vital industries. From the minds behind Serverfarm, the global leader in data center management as a service (DMaaS), the podcast will take a closer look at the people, processes, and technologies that are accelerating IT and empowering facilities throughout the world. Gain insight from leading industry experts and special guests as they discuss everything from sustainabi ...
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The dynamic duo, Yung Shepherd and Tweet, are on a mission in their latest venture, 'unrePHined: The Pod', to find truth within our hectic world and all of the chaos that comes from it. Join the gang as they peel back the layers of social trends, constructs, and standards in which they intend to discover the true intentions of the creators and administrators in our culture. The animated couple engages, expresses, and enlightens the listenership with their knowledge, distinct perspectives, an ...
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Eps 277 | 2025 Q4 Portfolio Review & Year in Dividends
1:06:41
1:06:41
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1:06:41In this episode of the Dividend Talk Podcast, we review our 2025 dividend portfolio performance, break down dividend income growth, and reflect on what worked (and what didn’t) for long-term dividend growth investors in Europe. We cover: 2025 portfolio returns & dividend income growth Currency impact (USD vs EUR) on dividends Biggest wins, mistakes…
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Host Andrew Walker delivers his monthly random ramblings for December 2025, reflecting on a decade of "professional public-market investing". Andrew shares a developing thesis on why markets are becoming increasingly strange, drawing parallels to evolution in sports, chess, and technology. He examines how efficiency, quant strategies, leverage, and…
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UK Homebuilders with Christian Olesen from Olesen Value Fund
50:59
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50:59Christian Olesen of Olesen Value Funds discusses the opportunities in UK homebuilders. The discussion centers on why the UK equity market remains deeply out of favor and how this pessimism has created compelling value in residential developers. Christian outlines the cyclical dynamics driving depressed demand, explains why Bellway stands out among …
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PlayStation Unchained PlayStation Universe Awards 2025
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49:32Join us as we talk about what got rated on PSU as the best in each category as Chille gets more and more depressed at the winners PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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$NATL and the sunset of ATMs with Undervalued and Undercovered's Hugo Navarro
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58:47Hugo Navarro of Undervalued and Undercovered discusses NCR Atlas (NATL), a company operating at the intersection of legacy cash infrastructure and modern outsourcing economics. The conversation centers on whether ATMs represent a declining business or a misunderstood opportunity, unpacking NCR Atlas’s valuation, free cash flow profile, and competit…
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EPS 276| 2025 Year in Review & Crazy Predictions for 2026
1:02:36
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1:02:36We wrap up 2025 with a full Dividend Talk year-in-review, reflecting on the biggest investing lessons, most discussed stocks, and the questions that mattered most to dividend growth investors. In this episode, we cover: • What worked (and didn’t) in 2025• The most talked-about stocks, including Novo Nordisk• Selling rules, position sizing, and with…
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Problematic Sticker the end of 2025
1:02:47
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1:02:47Join us as we chat about the most recent bleach and anime news, Chille wont shut up about Bleach. PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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Investing in growth tech with Lead Edge Capital's Evan Skorpen
1:11:37
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1:11:37A wide-ranging conversation with Lead Edge Capital's Evan Skorpen talking about applying a concentrated, long-term strategy to growth tech investing. Key topics include capital allocation, executive incentives, and investing in "air pockets." [00:00:00] Podcast and guest introduction [00:02:59] Lead Edge strategy overview [00:07:16] AI’s impact on …
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Eps 275 | Dividend Withholding Tax: How Much Income Are You Losing?
1:09:34
1:09:34
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1:09:34In this episode of the Dividend Talk, we discuss dividend withholding tax, after-tax dividend yield, and dividend income for European investors. We explain how dividend taxes work across Europe, why tax treaties often fail in practice, and how broker choice impacts dividend compounding. Using real portfolio examples, we cover foreign dividend tax, …
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The Fairfax Way with David Thomas $FFH.TO
59:05
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59:05David Thomas, author of The Fairfax Way (amazon link: https://amzn.to/4adQ7JS), comes on the podcast for a wide-ranging podcast on Fairfax, including the company's origins, macro wins, missteps in insurance, and what the future looks like for Fairfax as Prem approaches his 80s. __________________________________________________________ [00:00:00] A…
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PlayStation Unchained Chille Rants About Game Awards
1:20:21
1:20:21
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1:20:21We talk about some Dokkan stuff, then get into game awards as Chille is just insulting them for the choices lol PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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EPS 274 | Small & Mid Cap Investing with Heavy Moat Investments
1:12:15
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1:12:15In this episode of Dividend Talk, we’re joined by Niklas from Heavy Moat Investments for a deep dive into European small- and mid-cap investing, moats, portfolio concentration, and how to think about quality businesses when valuations get stretched. We kick things off with a packed dividend roundup, covering recent dividend hikes from Broadcom, Mas…
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Well seems last weeks episode went missing, I am sorry for this. But join us as we chat about anime news, with tons of Dragon Ball and Bleach updates. PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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EPS 273 | Our Christmas Dividend Stock list for 2025!
1:00:14
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1:00:14This week, we’re getting into the Christmas spirit… dividend investor style. 🎄 Instead of toys under the tree, we’re talking 5 dividend growth stocks under the Christmas tree . And unlike the usual suspects we always seem to mention, this episode brings a fresh mix of companies we don’t discuss very often. But first, we dive into: Netflix acquiring…
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PlayStation Unchained wait is it coming out
44:22
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44:22Join us as we talk about gaming news, such as B&G2 actually existing? and MGS4 will it ever leave the PS3 PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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EPS 272 | 2026 Dividend Strategy: What Dividend Investors MUST Do Before Year-End
1:20:50
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1:20:50This week on Dividend Talk, we sit down together to look ahead to 2026 and ask a big question: is now the perfect moment to review and refine our dividend growth investing strategy? Every Friday, we chat about dividend stocks, and in this episode, we’re diving deep into planning, discipline, and staying focused when the market (and the holiday seas…
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Join us as we chat about the most recent dragon ball news, and the anime of the month? In another world with my smartphone, Heavily Edited due to issues with Alfonsos mic.By PSU
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PlayStation Unchained Rigged Awards
1:01:21
1:01:21
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1:01:21Join us as Garri hosts as we discuss the joystick awards and the gaming awards, Chille rants about some of them and we hope Alfonso Mic doesnt die. Also big shout out to Tsvilla for the Marvel Rivals event https://x.com/ts__villa PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Downl…
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EPS 271 |European Dividends with an AI Edge: 5 EU Stocks Getting a Tech Boost
1:16:10
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1:16:10Join us in Malmo for a real-life #DividendTalk meetup. Signup here: 🔗 https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header 📍 Location: Malmö, Sweden📅Date: Friday, 17 January 2025 Welcome to Episode 271! This week, we look past the US techgiants to find five European dividend stocks with a …
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EPS #270 | 3 Safe Dividend Stocks in the Nordics & Merck's $9.2 Billion Acquisition
1:27:33
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1:27:33Join us in Malmo for a real-life #DividendTalk meetup. Sign up here: 🔗 https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header 📍 Location: Malmö, Sweden 📅 Date: Saturday, 17 January 2026 Welcome to Episode 270! This week, we dive into a jam-packed episode covering Merck's pharmaceutical acquisi…
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Host Andrew Walker delivers his November ramblings with four key themes. He kicks things off with a story about craps in Vegas to illustrate how early wins in investing can falsely reinforce flawed strategies. Andrew also explores the mental traps of buying stocks he initially passed on, offers cautious commentary on shorting the so-called "AI bubb…
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Shining a light on Golden Entertainment's "wealth transfer" $GDEN
25:34
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25:34On the heels of sending an open letter to the Golden Entertainment's (GDEN; disclosure: long) board, host Andrew Walker dives deeper into Golden's take private deal and why he believes it transfers ~$300m of value from minority shareholders to insiders. Open letter to GDEN board: https://www.yetanothervalueblog.com/p/an-open-letter-to-the-golden-en…
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Join Garri and Chille as they discuss the most recent gaming news, including talking about the GTAVI Delay. If you want a good video covering the GTA VI News , check out this video by Chaos. https://www.youtube.com/watch?v=Q0DWUZRe0N4 PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! …
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Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
55:47
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55:47Chadd Garcia joins the five timers club and talks about his investment thesis for WaterBridge (WBI). WaterBridge is a recent IPO that manages water from oil drilling, largely in the Permian Basin. Chadd's spent a lot of time on oil services and infrastructure, and he breaks down how this investment relates to prior investments in LandBridge, Texas …
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EPS #269 | Novo Nordisk Earnings, Kimberly-Clark Buys Kenvue, & Our Update on monthly dividend portfolio
1:33:03
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1:33:03In this week’s episode of Dividend Talk we kick off with Kimberly-Clark’s surprise move to buy Kenvue, asking if it’s a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses facing very different challenges. Novo Nordisk’s obesity d…
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Join us as Chille spoils more Bleach, We talk about Dragon Ball news and the anime of the bi-week Liar Liar.By PSU
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Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos
55:24
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55:24Andrei Stetsenko from Gymkhana Partners explores the investment case for Indian holdcos in general and Maharashtra Scooters in particular. Andrei outlines why he isn't just looking for a discount to NAV; he talks about how he breaks down the underlying NAV and incentives of the key players when assessing an Indian holdco, and how he believes the co…
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EP #268 | PayPal’s First Dividend! | Schneider Data-Center Surge, UNH & Shell Earnings + Listener Qs
1:14:05
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1:14:05In this week’s episode of Dividend Talk, we’re back with a jam-packed Dividend Announcements & Earnings deep dive. We kick things off with PayPal initiating its first-ever dividend (welcome to the club, Monkey!), Hershey holding flat to stay off the aristocrat chopping block, and a wild stat on revenue-per-employee (OnlyFans crushes tech giants at …
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All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin
1:00:52
1:00:52
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1:00:52Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive into all things AI, Power, and Corporate Governance. On the AI side, they discuss where we are in the cycle, if AI is a bubble, and what will drive the next leg of growth. On the corporate governance side, they discuss using signals like off-cycle PSU grants …
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PlayStation Unchained I guess we are an xbox
39:16
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39:16So much Microsoft news, we might as well have done an Xbox podcast, and again, sorry about that. I hate talking so much about Microsoft lol, not because they're bad; it just well feels wrong to do. But yes, tonnes of news, including Halo coming to Xbox. If you want a good video covering the Xbox Halo stuff, check out this video by Chaos. https://ww…
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EPS 267 | Q3 Earnings and should we be worried about Evolution Gaming
1:01:52
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1:01:52In this week’s episode of Dividend Talk, we’re back with Q3 Earnings Roundup. We kick things off with Novo Nordisk shaking up half its board of directors, before covering two big dividend announcements from McDonald’s and Amphenol. Then it’s over to earnings, where we break down results from Germany’s Mensch und Maschine, Danaher, Evolution Gaming,…
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In this month’s episode of Yet Another Value Podcast, host Andrew Walker reflects on key investing themes from October 2025. He probes Warren Buffett’s late-stage performance, introducing a concept called “risk riding” and considers the unseen risks that may have shaped Buffett’s recent success. Andrew also critiques excessive investor relations sp…
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Join us as we chat about the most recent dragon ball anime news, Chille rambles on about Boruto and friendship and we chat about the anime of the bi week Angel Cop.By PSU
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Sorry for the delay on this episode, but issues happened. We chat about the most recent gaming news and Chille pretends to know about tech lol. PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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Marathon Partners' Mario Cibelli updates the Remitly Thesis $RELY
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58:51In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mario Cibelli of Marathon Partners for his fifth appearance. This time, they revisit Remitly (RELY), a name Mario originally pitched a year ago on podcast #266. The stock has seen ups and downs since, prompting a fresh look at its fundamentals, growth trajectory, and com…
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EPS 266 | Q3 Portfolio Review and Some Earnings
1:39:56
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1:39:56In this week’s episode of Dividend Talk, we’re back with our Q3 Portfolio Review, covering earnings, market news, and plenty of dividend insights. We start with France’s credit downgrade and what rising debt could mean for European investors, before diving into results from Johnson & Johnson, ASML, Snap-on, and Pernod Ricard. We also chat about AI’…
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Working out Basic Fit's Value with Buckley Capital's Zack Buckley $BFIT
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57:32In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Zack Buckley of Buckley Capital Partners to discuss Basic-Fit, Europe’s largest gym chain. Zack shares why the market has been overly pessimistic on the name, despite long-term growth potential. They break down what went wrong post-2020, unit economics, and whether Basic…
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we talk about anime news, a shocking amount that Garri didnt know and then chat about the anime of the month? PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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Unlocking Jardine Matheson's holdco value with Cayucos Capital's Dom St George
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Gaming is just hell right now, with EA sellout and possible Microsoft quiting hardware? PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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EP #265 | How to Prepare for a Market Crash as a Dividend Growth Investor | Co-hosted by Dividend Wave 🌊
1:57:18
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1:57:18Market crashes are part of investing, but how do dividend growth investors navigate them without losing sight of their long-term goals? In this episode, eDGI and Dividend Wave discuss the practical steps you can take to strengthen your portfolio, manage emotions, and keep your dividend income safe when markets tumble. They cover strategies such as …
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John Malone's Memoirs: Born to be Wired book club
1:02:16
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1:02:16In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart from The Diff for the monthly book club. They discuss Born to Be Wired, the newly released memoir of John Malone. The conversation explores Malone’s strategic mastery, his historical and modern media investments, thoughts on taxation, and media regulation. An…
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Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH
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55:21In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina Healthcare (ticker: MOH). Together, they explore the sharp drop in Molina's stock despite its long-standing compounder reputation. Steve outlines how Molina operates as a low-cost Medicaid-focused managed…
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In this monthly solo episode of Yet Another Value Podcast, host Andrew Walker tackles four wide-ranging themes: Trump’s suggestion to change SEC reporting from quarterly to semi-annual filings, Elon Musk’s astonishing $1B open market Tesla buy, the potential for alpha from structural market changes, and the fine line between improvement and mindles…
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik breaks down C-WAN’s business model, recent acquisitions, valuation metrics, and long-term growth outlook. They explore how Clearwater’s sticky, cloud-native…
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We talked about some remasters and gaming. PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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Eps 264| How We Handle Drawdowns in Dividend Growth Investing
1:13:04
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1:13:04In this episode, we dive into the realities of dealing with portfolio drawdowns as dividend growth investors. From personal examples to strategies for averaging down, price anchoring, and knowing when to hold or sell, we share how we manage the emotions that come with falling share prices. We also cover the latest news and dividend hikes, including…
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Artem Fokin on Improving with AI and Expert Calls
1:02:12
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1:02:12In this episode of Yet Another Value Podcast, Andrew Walker teams up again with Artem Fokin, head of Caro-Kann Capital, for a deep dive into research tools reshaping modern investing. Originally recorded as a webinar for AlphaSense, they explore how AI and expert call libraries have revolutionized solo and institutional investor workflows. Artem sh…
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Join us as we chat about the anime of the bi week ninja kamui and catch up with the most recent anime news.By PSU
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PlayStation Unchained is brought to you by www.psu.com! PlayStation Unchained is hosted by Gari, Ben, and Alfonso! Download old episodes on Podbean!By PSU
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