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.

7306 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
30 SEP3W AGOWHAT BITCOIN DID
Market signaling AI terminal value uncertainty
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAMUOpen in Zortix →
30 SEP3W AGOWHAT BITCOIN DID
Bitcoin's next phase: tokenization, not debasement
Open in Zortix →
30 SEP3W AGOUNCHAINED
Third-party zero-day vulnerability exploited in Bitget hack
ConceptOpen in Zortix →
30 SEP3W AGOMONETARY MATTERS WITH JACK FARLEY
All roads lead to NVIDIA's fungible GPUs
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
30 SEP3W AGOEURODOLLAR UNIVERSITY
Anthropic's leaked S-1 reveals staggering AI bubble math
Open in Zortix →
30 SEP3W AGOBANKLESS
Brokerage model aggregates global liquidity
Open in Zortix →
30 SEP3W AGOPALISADES GOLD RADIO
Gold's fundamental drivers remain powerfully intact
Open in Zortix →
30 SEP3W AGOPALISADES GOLD RADIO
Gold miners as leveraged value plays
Open in Zortix →
30 SEP3W AGOCOMMODITY CULTURE
AI bubble in late stages, facing financing crack-up
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
30 SEP3W AGOA16Z PODCAST
Hyperscaler CapEx approaching $1 trillion annually
SHOWS SPLIT26 SHOWS · NOT ALL ON THE SAME SIDEGOOGLAMZNMETAOpen in Zortix →
30 SEP3W AGOART OF INVESTING
Sell underperforming rentals to redeploy equity
ConceptOpen in Zortix →
30 SEP3W AGOART OF INVESTING
Sell rentals for passive debt funds
Open in Zortix →
30 SEP3W AGOPROF G MARKETS
AI frontier model makers' impossible strategic trap
Open in Zortix →
30 SEP3W AGOTHE BEST EVER CRE SHOW
Land flipping model targets apathetic sellers
ConceptOpen in Zortix →
30 SEP3W AGOCHIT CHAT STOCKS
Auxly Cannabis as a cash-flowing pot survivor
Open in Zortix →
30 SEP3W AGOCHIT CHAT STOCKS
International Petroleum's Blackrod project ramps cash flow
Open in Zortix →
30 SEP3W AGOCHIT CHAT STOCKS
Focus on absolute returns and portfolio accuracy
ConceptOpen in Zortix →
30 SEP3W AGOTHE BEST EVER CRE SHOW
Land investing as a numbers game
Open in Zortix →
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
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
Sound money assets primed for big print
Open 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 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 KNOWLEDGE PROJECT
Howard Hughes transforming into modern Berkshire
HHHOpen in Zortix →
29 SEP3W AGOTHE JULIA LA ROCHE SHOW
Seventh rate spike may not see a policy V-top
Open in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND