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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.

5302 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
CoreWeave's debt costs are usurious and unsustainable
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1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
$518B compute commitments create massive counterparty risk
SHOWS SPLIT19 SHOWS · NOT ALL ON THE SAME SIDEMSFTGOOGLAMZNOpen in Zortix →
1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
AI build-out faces a capital exhaustion crisis
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
AI bubble pop risks a tech depression
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAARMOpen in Zortix →
1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
Anthropic's 2025 financials worse than OpenAI
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1 OCT3W AGOMACROVOICES
Hedge broad equity correction with SPX puts
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1 OCT3W AGOMACROVOICES
Inflation alarm overblown without wage spiral
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1 OCT3W AGOMACROVOICES
Midterm gridlock ends fiscal stimulus, bullish bonds
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1 OCT3W AGOA16Z PODCAST
DoxxNet's full-stack, owned infrastructure model
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1 OCT3W AGOA16Z PODCAST
Peer-to-peer mesh network for private communication
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1 OCT3W AGOYET ANOTHER VALUE PODCAST
Nicotine pouches as the new tobacco
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1 OCT3W AGOYET ANOTHER VALUE PODCAST
TPB as the third player in US pouches
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDETPBOpen in Zortix →
1 OCT3W AGOEXCESS RETURNS
Tesla's mission shift from cars to energy
SHOWS SPLIT8 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
1 OCT3W AGOEXCESS RETURNS
SpaceX's low-cost, vertically integrated space access
SHOWS SPLIT8 SHOWS · NOT ALL ON THE SAME SIDESPCXOpen in Zortix →
1 OCT3W AGOBLOOMBERG SURVEILLANCE
Unprecedented global shipping disruptions are inflationary
BWETOpen in Zortix →
1 OCT3W AGOEURODOLLAR UNIVERSITY
McDonald's as a consumer stress indicator
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEMCDOpen in Zortix →
1 OCT3W AGOPALISADES GOLD RADIO
Uranium in middle of long-term secular bull
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1 OCT3W AGOPALISADES GOLD RADIO
Uranium's structural deficit persists 5-7 years
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1 OCT3W AGOPALISADES GOLD RADIO
Gold bull case intact despite consolidation
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1 OCT3W AGOTHE JULIA LA ROCHE SHOW
On-ramp to hyperinflation via debt spiral
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1 OCT3W AGOTHE JULIA LA ROCHE SHOW
Bond yields in a secular upward trend
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1 OCT3W AGOTHE JULIA LA ROCHE SHOW
US on the 'highway to hyperinflation'
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1 OCT3W AGOCOMMODITY CULTURE
Uranium's structural deficit bigger than 2007 bull market
UECOpen in Zortix →
1 OCT3W AGOCOMMODITY CULTURE
Silver's 1974 analog: consolidation before 8x blow-off
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1 OCT3W AGOTHE RATIONAL REMINDER PODCAST
Skepticism on leveraged long-short tax loss harvesting
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1 OCT3W AGOPROF G MARKETS
Long bond rise driven by loan demand, not inflation
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1 OCT3W AGOTHE ALPHA EXCHANGE
AI CapEx boom crowding out other corporate borrowers
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1 OCT3W AGOTHE ALPHA EXCHANGE
TIPS attractive on high real yields, low inflation premia
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1 OCT3W AGOODD LOTS
AI impulse as the singular market driver
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1 OCT3W AGOTHE ACQUIRERS PODCAST
MSG Sports' massive valuation disconnect
ORIGINAL IDEAFIRST ON MSGS IN 30 DAYSMSGSOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND