The 7investing Podcast

The 7investing Podcast is a stock-analysis show with a clear appetite for growth, innovation, and investable change. Its center of gravity is the live 7 Investing format, where Simon Erickson works through market ideas with enough structure to form a thesis and enough looseness to let the thinking happen out loud. The show often starts with a company or technology that is already in the news. Then it asks the practical investor question. Who makes money from this? Apple coverage becomes a discussion of revenue growth, gross margin, operating cash flow, and shareholder returns. The Hims & Hers and Novo Nordisk feud becomes a way to think about GLP-1 demand, drug distribution, and a very large weight-loss market. AI episodes look past the obvious platform names and toward the hardware and energy systems that make larger data centers possible. Optical signal transmission, laser transceivers, modular fuel-cell power, and NVIDIA partner ecosystems all become part of the same investing map. The MIT breakthrough technology series gives the show its broadest canvas. It moves from nuclear energy and batteries to embryo scoring, quantum computing, and health-care applications, always circling back to public companies and business implications. The tone is casual, but the habits are analytical. Numbers get repeated because they matter. Market cap, basis points, revenue, buybacks, and valuation are used as anchors rather than decoration. Episodes can be interrupted by substantial sponsor reads, which gives the feed a commercial live-stream texture. Once the discussion resumes, the show usually finds its way back to the core question. Some episodes are company watch lists. Others are interviews, such as the options strategy conversation with Jeff Fisher. The best moments come when technical subjects are translated into plain-English analogies without sanding off the investing complexity. This is a show for listeners who like emerging technology but still want the balance sheet, competitive position, and investor takeaway attached. It is opinionated, energetic, and comfortable being early. It also leaves room for skepticism, especially around SPACs, controversial biotech applications, and themes that need more research before becoming a recommendation.