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.

7553 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
7 OCT2W AGOTHE POMP PODCAST
Bitcoin as the ultimate sovereign exit tool
Open in Zortix →
7 OCT2W AGOMASTERS IN BUSINESS
CEO's real job: architecting decision-making conditions
ConceptOpen in Zortix →
7 OCT2W AGOTHOUGHTFUL MONEY
Higher yields to cause a market crack
Open in Zortix →
7 OCT2W AGOBLOOMBERG SURVEILLANCE
Market reassessing a higher neutral rate
Open in Zortix →
7 OCT2W AGOEXCESS RETURNS
AI infrastructure ripples to industrial small caps
Open in Zortix →
7 OCT2W AGOA16Z PODCAST
Valon's full-stack rebuild as the only viable path
Open in Zortix →
7 OCT2W AGOA16Z PODCAST
Valon's OS as the mortgage servicing AI platform
Open in Zortix →
7 OCT2W AGOPROF G MARKETS
Earnings growth offsets high yields for S&P
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDESPYOpen 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 AGOCHIT CHAT STOCKS
Rollins' 50% drawdown as a fallen angel opportunity
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT2W AGOTHE BEST EVER CRE SHOW
Infinite banking as a flexible savings vehicle
ConceptOpen in Zortix →
7 OCT2W AGOTOP TRADERS UNPLUGGED
Momentum as a global underreaction trade
Open in Zortix →
7 OCT2W AGOUNCHAINED
Slashing mechanism as a coercive threat
Open in Zortix →
7 OCT2W AGOUNCHAINED
THORChain's design prevents blocking illicit funds
Open in Zortix →
7 OCT2W AGOUNCHAINED
THORChain's design prevents transaction censorship
Open in Zortix →
6 OCT2W AGOMARKETPLACE
Black unemployment as a leading labor indicator
Open in Zortix →
6 OCT2W AGOTHE COMPOUND AND FRIENDS
FICO's monopoly ripped away by VantageScore
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEFICOOpen in Zortix →
6 OCT2W AGOBLOOMBERG SURVEILLANCE
Democratic sweep of Congress forecast
Open in Zortix →
6 OCT2W AGOTHOUGHTFUL MONEY
Gold as the new global reserve discipline
Open in Zortix →
6 OCT2W AGOMONETARY MATTERS WITH JACK FARLEY
Dry bulk as the next shipping boom
Open in Zortix →
6 OCT2W AGOMONETARY MATTERS WITH JACK FARLEY
Crude tanker rates unsustainable at current extremes
Open in Zortix →
6 OCT2W AGOMONETARY MATTERS WITH JACK FARLEY
Tanker rates spike 25x on Strait of Hormuz disruption
Open in Zortix →
6 OCT2W AGOBLOOMBERG SURVEILLANCE
Secular bull market has 8-10 years left
Open in Zortix →
6 OCT2W AGOAFFORD ANYTHING
The Awesome Portfolio: 20% split five ways
Open in Zortix →
6 OCT2W AGOTHE JULIA LA ROCHE SHOW
Life insurers as the epicenter of contagion
Open in Zortix →
6 OCT2W AGOTHE JULIA LA ROCHE SHOW
Private credit's systemic risk from opaque marks
Open in Zortix →
6 OCT2W AGOA16Z PODCAST
Autonomous defense as the only viable response to AI attacks
ConceptOpen in Zortix →
6 OCT2W AGOPROF G MARKETS
SEC quorum change enables financial crime
Open in Zortix →
6 OCT2W AGOTHE ALPHA EXCHANGE
Equities driven by passive flows, not value
SPYOpen in Zortix →
6 OCT2W AGOTHE ALPHA EXCHANGE
Long-end yield rise as a fiscal trust problem
Open in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND