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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.

4924 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
30 SEP3W AGOCOMMODITY CULTURE
AI bubble in late stages, facing financing crack-up
SHOWS SPLIT34 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
30 SEP3W AGOA16Z PODCAST
Hyperscaler CapEx approaching $1 trillion annually
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEGOOGLAMZNMETAOpen in Zortix →
30 SEP3W AGOART OF INVESTING
Sell rentals for passive debt funds
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30 SEP3W AGOPROF G MARKETS
AI frontier model makers' impossible strategic trap
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30 SEP3W AGOCHIT CHAT STOCKS
Auxly Cannabis as a cash-flowing pot survivor
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30 SEP3W AGOTHE BEST EVER CRE SHOW
Land investing as a numbers game
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30 SEP3W AGOCHIT CHAT STOCKS
International Petroleum's Blackrod project ramps cash flow
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29 SEP3W AGOCNBC FAST MONEY
10-year Treasury yield could reach 6%
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29 SEP3W AGOTHE LONG VIEW
US facing a chronic, not acute, debt crisis
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29 SEP3W AGOTHOUGHTFUL MONEY
Secular bull market in precious metals
3 SHOWS AGREE3 SHOWS · SAME SIDEGDXOpen in Zortix →
29 SEP3W AGOTHOUGHTFUL MONEY
Monetary reset to sound money inevitable
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29 SEP3W AGOTHOUGHTFUL MONEY
Sound money assets primed for big print
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29 SEP3W AGOTHE JULIA LA ROCHE SHOW
Seventh rate spike may not see a policy V-top
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29 SEP3W AGOTHE JULIA LA ROCHE SHOW
Vulnerable to growth disappointment, short equities
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29 SEP3W AGOCOMMODITY CULTURE
Secular tailwinds pushing Treasury yields higher
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29 SEP3W AGOTHE KNOWLEDGE PROJECT
Super durable growth companies as core strategy
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29 SEP3W AGOTHE JULIA LA ROCHE SHOW
AI earnings claims exceed available GDP
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29 SEP3W AGOTHE KNOWLEDGE PROJECT
Howard Hughes transforming into modern Berkshire
HHHOpen in Zortix →
29 SEP3W AGOPROF G MARKETS
Bond sell-off a mechanical passive flow artifact
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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
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28 SEP3W AGOTHE POMP PODCAST
Scarcity and moats in alternative assets
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28 SEP3W AGOTHE POMP PODCAST
Neoprimes disrupting legacy defense primes
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28 SEP3W AGOMOTLEY FOOL MONEY
Red flags for defense tech IPOs and SPACs
BEAGOpen in Zortix →
28 SEP3W AGOWHAT BITCOIN DID
Bitcoin's institutional adoption hurdles
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28 SEP3W AGOWHAT BITCOIN DID
Policy credibility loss as Bitcoin bull case
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28 SEP3W AGOEURODOLLAR UNIVERSITY
Strong PMI, retail data as panic buying front-run
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28 SEP3W AGOBANKLESS
True alt season requires crisis-driven liquidity surge
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28 SEP3W AGOBANKLESS
Bitcoin bear market ended with May high breakout
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND