Investor's Field Guide has two interesting podcasts.  They cover gaming, consumer growing investing and the FAANGs.  They are from Gavin Baker and Ben Thompson.

Gavin Baker outlines the bullish case for gaming.  The gaming experience has improved in leaps and bounds and will continue to do so.

Ben Thompson outlines is framework for understanding the technology industry.  He makes the case that the established leaders will remain as such.

External links below - The podcasts were hosted by Patrick O'shaughnessy.

Gavin Baker - Tech and Consumer growth (gaming) investing 26 November 2019.

Ben Thompson - Platforms, Ecosystems and Aggregators   2 June 2020.