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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.

843 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
17 OCT3D AGOTHE JULIA LA ROCHE SHOW
Schwab's bond portfolio leaves billions on table
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDESCHWOpen in Zortix →
17 OCT3D AGOWSJ WHAT'S NEWS
Margin loan boom creates brokerage risk
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDESCHWOpen in Zortix →
17 OCT3D AGOTHE POMP PODCAST
Tokenization as a future pressure on illiquid assets
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17 OCT3D AGOTHE POMP PODCAST
Bitcoin as the hedge against AI disruption
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17 OCT3D AGOTHE POMP PODCAST
SpaceX-Tesla merger speculation as alpha
SHOWS SPLIT8 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
17 OCT3D AGOTHE POMP PODCAST
Bitcoin's next rally tied to AI trade timing
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17 OCT3D AGOWSJ WHAT'S NEWS
Apple's trillion-dollar milestone on Duo demand
FLIPPEDCHANGED ITS VIEW SINCE SEPTEMBERAAPLOpen in Zortix →
17 OCT3D AGOA16Z PODCAST
Payer partnerships reduce high-cost emergency care
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17 OCT3D AGOA16Z PODCAST
No single company should own healthcare's front door
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17 OCT3D AGOA16Z PODCAST
Specialist adoption broadens booking marketplace
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17 OCT3D AGOA16Z PODCAST
Zocdoc's payer partnerships scaling across organizations
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17 OCT3D AGOBLOOMBERG SURVEILLANCE
Luxury housing fueled by equity drawdowns
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17 OCT3D AGOBLOOMBERG SURVEILLANCE
Wealth effect props up consumer spending
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17 OCT3D AGOBLOOMBERG SURVEILLANCE
Private listing networks threaten fair housing
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17 OCT3D AGOBLOOMBERG SURVEILLANCE
San Francisco housing rebound on AI boom
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17 OCT3D AGOCHIT CHAT STOCKS
Oracle as a leveraged infrastructure spender
ORCLOpen in Zortix →
17 OCT3D AGOCHIT CHAT STOCKS
Big tech balance sheets flipping to debt-heavy
MSFTMETAGOOGLOpen in Zortix →
17 OCT3D AGOCHIT CHAT STOCKS
AI and mega-cap tech concentration carries market
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17 OCT3D AGOCHIT CHAT STOCKS
Bending Spoons' private equity playbook
4 SHOWS AGREE4 SHOWS · SAME SIDEBSPOpen in Zortix →
17 OCT3D AGOTHE TWENTY MINUTE VC
Post-training open-weight models for vertical use
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17 OCT3D AGOTHE TWENTY MINUTE VC
Inference market massive and durable
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17 OCT3D AGOTHE ACQUIRERS PODCAST
AI beneficiaries priced for perfection
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17 OCT3D AGOTHE ACQUIRERS PODCAST
AI as an uninvestable leapfrog sector
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17 OCT3D AGOTHE ACQUIRERS PODCAST
Micron's cheapness hinges on cycle
MUOpen in Zortix →
17 OCT3D AGOTHE ACQUIRERS PODCAST
Quality dividend stocks become bargains
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEPEPMCDOpen in Zortix →
17 OCT3D AGOTOP TRADERS UNPLUGGED
Commodities as first responders to inflation
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17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Anthropic's scare campaign against small models
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17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Interest rates as the Achilles' heel for AI financing
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17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Neo-clouds as dangerous arbitrage businesses
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17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI market shift from tokens to outcomes
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND