Zortix
Ask Zortix…⌘KSign in
The attributed archive

Ideas

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

6324 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
30 SEP3W AGOTOP TRADERS UNPLUGGED
Trend returns decompose into four sources
ConceptOpen in Zortix →
29 SEP3W AGOCNBC FAST MONEY
10-year Treasury yield could reach 6%
Open in Zortix →
29 SEP3W AGOTHE LONG VIEW
US facing a chronic, not acute, debt crisis
Open in Zortix →
29 SEP3W AGOAFFORD ANYTHING
Focus on inputs and process, not outcomes
ConceptOpen in Zortix →
29 SEP3W AGOAFFORD ANYTHING
Judge economic policy by process, not outcomes
ConceptOpen in Zortix →
29 SEP3W AGOEXCESS RETURNS
Kelly Criterion for bet sizing
ConceptOpen in Zortix →
29 SEP3W AGOTHOUGHTFUL MONEY
Monetary reset to sound money inevitable
Open in Zortix →
29 SEP3W AGOTHOUGHTFUL MONEY
Secular bull market in precious metals
3 SHOWS AGREE3 SHOWS · SAME SIDEGDXOpen in Zortix →
29 SEP3W AGOTHOUGHTFUL MONEY
Sound money assets primed for big print
Open in Zortix →
29 SEP3W AGOTHE JULIA LA ROCHE SHOW
Seventh rate spike may not see a policy V-top
Open in Zortix →
29 SEP3W AGOTHE KNOWLEDGE PROJECT
Howard Hughes transforming into modern Berkshire
HHHOpen in Zortix →
29 SEP3W AGOTHE KNOWLEDGE PROJECT
Super durable growth companies as core strategy
Open in Zortix →
29 SEP3W AGOTHE KNOWLEDGE PROJECT
Brain institute as a patient-centric recovery model
ConceptOpen in Zortix →
29 SEP3W AGOTHE JULIA LA ROCHE SHOW
AI earnings claims exceed available GDP
Open in Zortix →
29 SEP3W AGOTHE JULIA LA ROCHE SHOW
Vulnerable to growth disappointment, short equities
Open in Zortix →
29 SEP3W AGOCOMMODITY CULTURE
Secular tailwinds pushing Treasury yields higher
Open in Zortix →
29 SEP3W AGOPROF G MARKETS
Bond sell-off a mechanical passive flow artifact
Open in Zortix →
29 SEP3W AGOOPTIMAL FINANCE DAILY
Saving money as a trainable muscle
ConceptOpen in Zortix →
29 SEP3W AGOTHE OPTIONS INSIDER RADIO NETWORK
Call selling dominates expiring options
SHOWS SPLIT17 SHOWS · NOT ALL ON THE SAME SIDEMSFTAMDAMZNOpen in Zortix →
28 SEP3W AGOTHE OPTIONS INSIDER RADIO NETWORK
Collar strategy for high-volatility 'boring' stocks
METAOpen in Zortix →
28 SEP3W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Neko Health's preventative care via data flywheel
Open in Zortix →
28 SEP3W AGOTHE POMP PODCAST
Diversification beyond boring bonds
ConceptOpen in Zortix →
28 SEP3W AGOTHE POMP PODCAST
Neoprimes disrupting legacy defense primes
Open in Zortix →
28 SEP3W AGOMOTLEY FOOL MONEY
Red flags for defense tech IPOs and SPACs
BEAGOpen in Zortix →
28 SEP3W AGOTHE POMP PODCAST
Scarcity and moats in alternative assets
Open in Zortix →
28 SEP3W AGOTHE POMP PODCAST
Diversification as the only free lunch
ConceptOpen in Zortix →
28 SEP3W AGOWHAT BITCOIN DID
Policy credibility loss as Bitcoin bull case
Open in Zortix →
28 SEP3W AGOWHAT BITCOIN DID
Bitcoin's institutional adoption hurdles
Open in Zortix →
28 SEP3W AGOEURODOLLAR UNIVERSITY
Strong PMI, retail data as panic buying front-run
Open in Zortix →
28 SEP3W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Public choice as politics without romance
ConceptOpen in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND