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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.

1205 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
15 OCT5D AGOTHOUGHTFUL MONEY
Value factor opportunity in a rising rate regime
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15 OCT5D AGOTHOUGHTFUL MONEY
Capital window closing for AI investment boom
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15 OCT5D AGOTHOUGHTFUL MONEY
Record corporate profits face populist political risk
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15 OCT5D AGOBLOOMBERG SURVEILLANCE
Long-term plan beats chasing daily data
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15 OCT5D AGOBLOOMBERG SURVEILLANCE
Front-end of yield curve favored over long end
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15 OCT5D AGOBLOOMBERG SURVEILLANCE
State-level AI policy potholes ahead
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15 OCT5D AGOBLOOMBERG SURVEILLANCE
AI trade shifts to quality and picks-and-shovels
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15 OCT5D AGOUNCHAINED
Papertrade's 1000x perps as a bucket shop experiment
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15 OCT5D AGOUNCHAINED
AI disruption not yet material for incumbents
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15 OCT5D AGOUNCHAINED
Hardware wallet supply chain attacks as physical software risk
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15 OCT5D AGOUNCHAINED
Technical moats are dead
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15 OCT5D AGOEURODOLLAR UNIVERSITY
Leveraged loan price drop confirms credit stress
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15 OCT5D AGOEURODOLLAR UNIVERSITY
BDC sponsors shopping portfolios is a bearish signal
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15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Gold's beach ball underwater on Fed pivot
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15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Silver's dual macro and industrial tailwinds
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15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Year-end convergence trade on market distortion
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15 OCT5D AGOTHE JULIA LA ROCHE SHOW
AI data center financing cracks as a last saloon
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15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Fed faking a hiking cycle into a wounded consumer
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15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Internal market crash masked by passive flows
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15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Nike as a Category 5 capitulation buy
SHOWS SPLIT12 SHOWS · NOT ALL ON THE SAME SIDENKEOpen in Zortix →
15 OCT5D AGOA16Z PODCAST
Merchant split on agentic commerce reception
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEAMZNWMTSHOPOpen in Zortix →
15 OCT5D AGOA16Z PODCAST
Wallet wars to become the default AI agent payment layer
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEPYPLOpen in Zortix →
15 OCT5D AGOA16Z PODCAST
Vaults shift from single-player to multiplayer
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15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Treasury and Fed tricks to rally bonds
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15 OCT5D AGOWSJ WHAT'S NEWS
UBS mulls US move on Swiss capital rules
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15 OCT5D AGOWSJ WHAT'S NEWS
AI sell-off on valuation and rate jitters
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15 OCT5D AGOCOMMODITY CULTURE
Bitcoin's hidden counterparty risk in custody
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15 OCT5D AGOCOMMODITY CULTURE
Physical gold and silver as crisis shelter
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15 OCT5D AGOCOMMODITY CULTURE
Digital currencies as a tool of state control
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15 OCT5D AGOTHE RATIONAL REMINDER PODCAST
Most individual stocks underperform treasuries
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND