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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.

5412 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
8 OCT2W AGOTHE RATIONAL REMINDER PODCAST
Single-stock leveraged ETFs are 'slop'
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8 OCT2W AGOODD LOTS
German industrial decline from China shock
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8 OCT2W AGOTHE ACQUIRERS PODCAST
VC spatial sorting in AI
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8 OCT2W AGOFINTECH INSIDER PODCAST BY 11:FS
Coherent intelligence layer as a bank imperative
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8 OCT2W AGOFINTECH INSIDER PODCAST BY 11:FS
AI assistants as a primary relationship threat to banks
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8 OCT2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Chinese property bust hits aspirational luxury
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEMC.PAOpen in Zortix →
7 OCT2W AGOTHE POMP PODCAST
Bitcoin as the ultimate sovereign exit tool
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7 OCT2W AGOTHOUGHTFUL MONEY
Higher yields to cause a market crack
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7 OCT2W AGOBLOOMBERG SURVEILLANCE
Market reassessing a higher neutral rate
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7 OCT2W AGOEXCESS RETURNS
AI infrastructure ripples to industrial small caps
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7 OCT2W AGOA16Z PODCAST
Valon's full-stack rebuild as the only viable path
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7 OCT2W AGOA16Z PODCAST
Valon's OS as the mortgage servicing AI platform
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7 OCT2W AGOPROF G MARKETS
Earnings growth offsets high yields for S&P
SHOWS SPLIT23 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
7 OCT2W AGOCHIT CHAT STOCKS
Rollins' 50% drawdown as a fallen angel opportunity
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOCHIT CHAT STOCKS
Stock collapse from family sale, CFO exit, and growth scare
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOTOP TRADERS UNPLUGGED
Momentum as a global underreaction trade
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7 OCT2W AGOUNCHAINED
Slashing mechanism as a coercive threat
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7 OCT2W AGOUNCHAINED
THORChain's design prevents blocking illicit funds
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7 OCT2W AGOUNCHAINED
THORChain's design prevents transaction censorship
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6 OCT2W AGOMARKETPLACE
Black unemployment as a leading labor indicator
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6 OCT2W AGOTHE COMPOUND AND FRIENDS
FICO's monopoly ripped away by VantageScore
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEFICOOpen in Zortix →
6 OCT2W AGOBLOOMBERG SURVEILLANCE
Democratic sweep of Congress forecast
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6 OCT2W AGOTHOUGHTFUL MONEY
Gold as the new global reserve discipline
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6 OCT2W AGOMONETARY MATTERS WITH JACK FARLEY
Tanker rates spike 25x on Strait of Hormuz disruption
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6 OCT2W AGOMONETARY MATTERS WITH JACK FARLEY
Crude tanker rates unsustainable at current extremes
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6 OCT2W AGOMONETARY MATTERS WITH JACK FARLEY
Dry bulk as the next shipping boom
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6 OCT2W AGOBLOOMBERG SURVEILLANCE
Secular bull market has 8-10 years left
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6 OCT2W AGOAFFORD ANYTHING
The Awesome Portfolio: 20% split five ways
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6 OCT2W AGOTHE JULIA LA ROCHE SHOW
Life insurers as the epicenter of contagion
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6 OCT2W AGOTHE JULIA LA ROCHE SHOW
Private credit's systemic risk from opaque marks
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND