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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.

7014 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
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
AI earnings claims exceed available GDP
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29 SEP3W AGOPROF G MARKETS
Bond sell-off a mechanical passive flow artifact
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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
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28 SEP3W AGOTHE POMP PODCAST
Diversification as the only free lunch
ConceptOpen in Zortix →
28 SEP3W AGOMOTLEY FOOL MONEY
Red flags for defense tech IPOs and SPACs
BEAGOpen in Zortix →
28 SEP3W AGOTHE POMP PODCAST
Diversification beyond boring bonds
ConceptOpen in Zortix →
28 SEP3W AGOTHE POMP PODCAST
Neoprimes disrupting legacy defense primes
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28 SEP3W AGOTHE POMP PODCAST
Scarcity and moats in alternative assets
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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 AGOBIGGERPOCKETS REAL ESTATE PODCAST
Public choice as politics without romance
ConceptOpen in Zortix →
28 SEP3W AGOBANKLESS
Bitcoin bear market ended with May high breakout
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28 SEP3W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Public choice as politics without romance
ConceptOpen in Zortix →
28 SEP3W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Public choice theory's behavioral symmetry insight
ConceptOpen in Zortix →
28 SEP3W AGOANIMAL SPIRITS
Autocallable notes as a new income source
ORIGINAL IDEAFIRST ON JELM IN 30 DAYSJELMJELHOpen in Zortix →
28 SEP3W AGOA16Z PODCAST
Jev as a probabilistic programming primitive
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28 SEP3W AGOANIMAL SPIRITS
Auto-callable ETFs as insurance underwriting income
ORIGINAL IDEAFIRST ON JELM IN 30 DAYSJELMJELHOpen in Zortix →
28 SEP3W AGOA16Z PODCAST
Reliability as the key AI primitive
ConceptOpen in Zortix →
28 SEP3W AGOMACRO MUSINGS WITH DAVID BECKWORTH
QE's high hurdle for inflation targeting
ConceptOpen in Zortix →
28 SEP3W AGOMACRO MUSINGS WITH DAVID BECKWORTH
Riksbank's dynamic, demand-driven operating framework
ConceptOpen in Zortix →
28 SEP3W AGOPROF G MARKETS
Netflix's structural headwinds despite cheap valuation
SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDENFLXOpen in Zortix →
28 SEP3W AGOPROF G MARKETS
YouTube's creator model disrupts traditional streaming
FLIPPEDCHANGED ITS VIEW SINCE SEPTEMBERGOOGLOpen in Zortix →
28 SEP3W AGOPROF G MARKETS
Data center build-out faces Wall Street skepticism
SHOWS SPLIT17 SHOWS · NOT ALL ON THE SAME SIDEORCLOpen in Zortix →
28 SEP3W AGOPROF G MARKETS
Oura IPO as a wellness luxury play
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND