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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.

5587 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
11 OCT1W AGOEURODOLLAR UNIVERSITY
Labor market slump drives affordability crisis
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10 OCT1W AGOTHOUGHTFUL MONEY
Rotation from tech into value stocks
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10 OCT1W AGOTHOUGHTFUL MONEY
Credit spreads not signaling broad market risk
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10 OCT1W AGOTHOUGHTFUL MONEY
Secular disinflation argues for lower future yields
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10 OCT1W AGOTHOUGHTFUL MONEY
Higher yields improve portfolio math for goal achievement
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10 OCT1W AGOTHOUGHTFUL MONEY
TINA era over, bonds now a good alternative
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10 OCT1W AGOTHOUGHTFUL MONEY
Retirees should normalize portfolios away from equities
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10 OCT1W AGOTHOUGHTFUL MONEY
Rotation from growth to value into year-end
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10 OCT1W AGOTHE TWENTY MINUTE VC
Ramp Revenue OS bridges sales talent gap
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10 OCT1W AGOSMARTERMARKETS
Security of supply, not carbon pricing, drives decarbonization
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10 OCT1W AGOSMARTERMARKETS
EU's Green Deal faces political and cost backlash
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10 OCT1W AGOWSJ WHAT'S NEWS
Mortgage rates pressure homebuilder demand
ITBDHILENOpen in Zortix →
10 OCT1W AGOTHE POMP PODCAST
AI compute as a persistent supply shortage
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10 OCT1W AGOWSJ WHAT'S NEWS
War-driven crack spreads lift US refiners
4 SHOWS AGREE4 SHOWS · SAME SIDEVLOPSXOpen in Zortix →
10 OCT1W AGOTHE JULIA LA ROCHE SHOW
Mortgage industry in a funeral
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10 OCT1W AGOTHE JULIA LA ROCHE SHOW
AI bubble fueled by vast spend, unclear revenue
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10 OCT1W AGOBLOOMBERG SURVEILLANCE
AI build-out is debt-financed and inflationary
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10 OCT1W AGOTHE BUSINESS BREW
Evolution's growth resuming post-regulation
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10 OCT1W AGOTHE BUSINESS BREW
Fintech disruption of legacy banking
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10 OCT1W AGOTHE BUSINESS BREW
Founder-led culture as long-term insurance
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10 OCT1W AGOTHE BUSINESS BREW
Evolution's growth resumption after Asia issues
ORIGINAL IDEAFIRST ON EVO.ST IN 30 DAYSEVO.STOpen in Zortix →
10 OCT1W AGOTOP TRADERS UNPLUGGED
Low correlation to stocks and bonds
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10 OCT1W AGOTOP TRADERS UNPLUGGED
60/40's diversification as a historical accident
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10 OCT1W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Bond vigilantes forcing Western austerity
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10 OCT1W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Claude's constitution as a dangerous alignment approach
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9 OCT2W AGOMARKETPLACE
AI build-out as the economy's new driver
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9 OCT2W AGOTHE DIVIDEND CAFE
Debt and inflation not credible yield drivers
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9 OCT2W AGOCNBC FAST MONEY
AI IPO delays signal valuation indigestion
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9 OCT2W AGOCNBC FAST MONEY
Biotech as the core AI exposure
ORIGINAL IDEAFIRST ON XBI IN 30 DAYSXBIOpen in Zortix →
9 OCT2W AGOCNBC FAST MONEY
Own AI beneficiaries, not AI builders
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND