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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.

2293 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
19 SEP19 SEPTHE TWENTY MINUTE VC
Pacing the frontier risks centralizing AI capability
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19 SEP19 SEPTHE TWENTY MINUTE VC
KV caching is critical for inference economics
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19 SEP19 SEPTOP TRADERS UNPLUGGED
El Farol bar as a model for market reflexivity
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19 SEP19 SEPTOP TRADERS UNPLUGGED
Historical success is evidence, not a promise
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19 SEP19 SEPTOP TRADERS UNPLUGGED
Increasing returns explain tech dominance
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19 SEP19 SEPTOP TRADERS UNPLUGGED
All systems are gamed, including markets
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19 SEP19 SEPALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Lab leak cover-up orchestrated by scientific establishment
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19 SEP19 SEPALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
COVID-19 root cause investigation blocked
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18 SEP18 SEPTHE TIM FERRISS SHOW
Australia's world-first psychedelic medicine rescheduling
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18 SEP18 SEPBARRON'S STREETWISE
Financial nudism: a minimalist core is sufficient
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18 SEP18 SEPALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
NASA's pivot to focused, urgent execution
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18 SEP18 SEPEURODOLLAR UNIVERSITY
Real tightening is capital moving slowly
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18 SEP18 SEPPROF G MARKETS
AI safety calls as a coordination mechanism
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18 SEP18 SEPODD LOTS
Owners capturing a larger slice of business income
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18 SEP18 SEPODD LOTS
Pass-through income drives US inequality surge
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18 SEP18 SEPOPTIMAL FINANCE DAILY
Sufficiency as a deliberate choice over scarcity
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18 SEP18 SEPAFFORD ANYTHING
Self-worth as a predictor of capitalizing on advantages
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18 SEP18 SEPAFFORD ANYTHING
High self-worth enables emotional attunement and regulation
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18 SEP18 SEPAFFORD ANYTHING
Rigid identity blocks adaptation and support
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18 SEP18 SEPGOLDMAN SACHS EXCHANGES
Building a merchant bank through opportunistic expansion
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17 SEP17 SEPA16Z PODCAST
Post-training unlocks order-of-magnitude video gen efficiency
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17 SEP17 SEPTHE RATIONAL REMINDER PODCAST
Private assets' structural risks for retail investors
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17 SEP17 SEPTHE RATIONAL REMINDER PODCAST
Class actions target disclosure and asset managers
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17 SEP17 SEPODD LOTS
Liberal democracy's exhaustion and illiberal resurgence
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17 SEP17 SEPTHE ACQUIRERS PODCAST
Averaging down in microcaps is a portfolio killer
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17 SEP17 SEPTHE ACQUIRERS PODCAST
Investor behavior mirrors locust swarm dynamics
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17 SEP17 SEPTHE ACQUIRERS PODCAST
Microcap investor evolution from trader to partner
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17 SEP17 SEPOPTIMAL FINANCE DAILY
Build a cash cushion for financial peace
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17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Bill Gates' doomerism as a power grab
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16 OCT3D AGOAFFORD ANYTHING
Measure time spent versus revenue impact
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND