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Ideas

Every idea extracted from finance podcasts, filterable by window, depth and type — ordered by how thoroughly each one was argued, not by date.

6320 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
AI is 1997, not 2000; bubble peak years away
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18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
Bonds no longer expensive after six years
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18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
5% yields are normal, not punishing
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17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Bank of America's low-coupon mortgages a ticking bomb
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEBACOpen in Zortix →
17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Double-digit inflation path already underway
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17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Home prices to soften 5-10% over three years
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17 OCT2D AGOSMARTERMARKETS
Verifiable AI as the enterprise adoption key
ConceptOpen in Zortix →
17 OCT2D AGOA16Z PODCAST
Zocdoc as healthcare access infrastructure
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17 OCT2D AGOTHE POMP PODCAST
AI compute as the inevitable picks-and-shovels trade
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17 OCT2D AGOTHE POMP PODCAST
Anthropic faces growth deceleration from open source
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17 OCT2D AGOODD LOTS
Moby-Dick's post-WWI psychological relevance
ConceptOpen in Zortix →
17 OCT2D AGOTHE TWENTY MINUTE VC
Memory is the unsolved layer for agents
ConceptOpen in Zortix →
17 OCT2D AGOOPTIMAL FINANCE DAILY
Fear as a primary driver of financial decisions
ConceptOpen in Zortix →
17 OCT2D AGOTOP TRADERS UNPLUGGED
Bonds lose diversification in high inflation regimes
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17 OCT2D AGOTOP TRADERS UNPLUGGED
Rules-based strategies adapt to changing regimes
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17 OCT2D AGOTOP TRADERS UNPLUGGED
Trend following's returns concentrated in few months
ConceptOpen in Zortix →
17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
CoreWeave's debt repricing as a confidence test
CRWVOpen in Zortix →
17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Anthropic IPO's valuation and war chest debate
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16 OCT3D AGOAFFORD ANYTHING
B-players are a toxic cancer for startups
ConceptOpen in Zortix →
16 OCT3D AGOAFFORD ANYTHING
Economic system rewards owners over workers
ConceptOpen in Zortix →
16 OCT3D AGOUNCHAINED
Ledger supply chain attack mass-produced and scalable
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16 OCT3D AGOTHE DIVIDEND CAFE
Emerging markets manager pivots to AI semis
ConceptOpen in Zortix →
16 OCT3D AGOEXCESS RETURNS
Walmart outperformance signals economic stress
WMTOpen in Zortix →
16 OCT3D AGOBARRON'S STREETWISE
Capital One's Discover network a long-term value play
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDECOFVMAOpen in Zortix →
16 OCT3D AGOEURODOLLAR UNIVERSITY
Bond market rejects inflation narrative
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16 OCT3D AGOPALISADES GOLD RADIO
$150-$200 oil 'baked in the cake'
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16 OCT3D AGOPALISADES GOLD RADIO
Commodities to be the only thing worth owning
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16 OCT3D AGOTHE COMPOUND AND FRIENDS
OpenAI and Anthropic as systemic recession risks
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16 OCT3D AGOCOMMODITY CULTURE
Silver price smash as bullion bank short covering
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16 OCT3D AGOODD LOTS
French political risk repriced on 2027 election
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND