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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.

5136 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
20 SEP20 SEPTHOUGHTFUL MONEY
Yen carry trade unwind pressuring global yields
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20 SEP20 SEPTHOUGHTFUL MONEY
Baby boomer wealth driving resilient consumer spending
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20 SEP20 SEPEXCESS RETURNS
Multi-factor investing as necessary diversification
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20 SEP20 SEPEURODOLLAR UNIVERSITY
Energy shocks ultimately cause demand destruction, not inflation
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20 SEP20 SEPEURODOLLAR UNIVERSITY
Diesel price spike as a real economic risk
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20 SEP20 SEPWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
China's out-of-favor market offers wide-moat bargains
YUMCOpen in Zortix →
19 SEP19 SEPON THE MARGIN
Stablecoins fill time-critical high-value payment niche
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19 SEP19 SEPMONETARY MATTERS WITH JACK FARLEY
Software sell-off overdone on AI fears
ORIGINAL IDEAFIRST ON INTU IN 30 DAYSINTUOpen in Zortix →
19 SEP19 SEPMONETARY MATTERS WITH JACK FARLEY
Natural buyers of long Treasuries have shifted to private credit
SHOWS SPLIT13 SHOWS · NOT ALL ON THE SAME SIDETLTOpen in Zortix →
19 SEP19 SEPTHOUGHTFUL MONEY
Secular bear market likely in the 2030s
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19 SEP19 SEPSMARTERMARKETS
Article 6 flexibility key for cost efficiency
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19 SEP19 SEPTHE JULIA LA ROCHE SHOW
Fed's 25bp hike is irrelevant with $2T deficit
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19 SEP19 SEPTHE JULIA LA ROCHE SHOW
Annaly as a survivor in mortgage REIT consolidation
ORIGINAL IDEAFIRST ON NLY IN 30 DAYSNLYOpen in Zortix →
19 SEP19 SEPPALISADES GOLD RADIO
Gold's long-term bull trend intact
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19 SEP19 SEPPALISADES GOLD RADIO
Junior gold miners offer extreme leverage
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19 SEP19 SEPTHE POMP PODCAST
Bitcoin's 30-year growth certainty
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19 SEP19 SEPA16Z PODCAST
Multiplayer AI as social glue
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19 SEP19 SEPTHE POMP PODCAST
Bitcoin as the only 30-year certainty
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19 SEP19 SEPTHE POMP PODCAST
Traditional recession risk is structurally lower
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19 SEP19 SEPTHE POMP PODCAST
AI agents as crypto's new users
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19 SEP19 SEPBLOOMBERG SURVEILLANCE
Private equity's illiquidity premium for long-term compounding
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19 SEP19 SEPBLOOMBERG SURVEILLANCE
Suit industry revival driven by fashion, not necessity
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19 SEP19 SEPTHE TWENTY MINUTE VC
GPT-6 Astra as an AGI-level breakthrough
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19 SEP19 SEPTOP TRADERS UNPLUGGED
Trend following edge migrated to longer horizons
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18 SEP18 SEPMASTERS IN BUSINESS
Concentrated portfolio on the AI5 semiconductor leaders
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAAMDAVGOOpen in Zortix →
18 SEP18 SEPALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
NASA's pivot to nuclear-powered spacecraft
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18 SEP18 SEPYET ANOTHER VALUE PODCAST
Spotify's margin expansion drives earnings growth
SPOTOpen in Zortix →
18 SEP18 SEPYET ANOTHER VALUE PODCAST
Spotify favored over Netflix due to less competition
SPOTNFLXOpen in Zortix →
18 SEP18 SEPYET ANOTHER VALUE PODCAST
Spotify's label deals shifted power in its favor
SPOTOpen in Zortix →
18 SEP18 SEPYET ANOTHER VALUE PODCAST
Nintendo's cyclical hardware dependence
ORIGINAL IDEAFIRST ON 7974.T IN 30 DAYS7974.TOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND