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.

1170 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
13 OCT1W AGOWSJ WHAT'S NEWS
Strong consumer and dealmaking buoy big bank profits
Open in Zortix →
13 OCT1W AGOTHE DIVIDEND CAFE
Bull markets don't die of old age
Open in Zortix →
13 OCT1W AGOTHE POMP PODCAST
AI's threat to human utility and employment
ConceptOpen in Zortix →
13 OCT1W AGOAFFORD ANYTHING
Small businesses offer mission-driven work
ConceptOpen in Zortix →
13 OCT1W AGOAFFORD ANYTHING
Career change timing favors youth
ConceptOpen in Zortix →
13 OCT1W AGOWHAT BITCOIN DID
Most AI will be 'digital plants', not predators
ConceptOpen in Zortix →
13 OCT1W AGOWHAT BITCOIN DID
Direct payment aligns AI with human good
ConceptOpen in Zortix →
13 OCT1W AGOWHAT BITCOIN DID
Lightning Network as seed for a new telecommunications layer
Open in Zortix →
13 OCT1W AGOWHAT BITCOIN DID
Decentralized internet ends intellectual property
ConceptOpen in Zortix →
13 OCT1W AGOWHAT BITCOIN DID
AI as a path to hyperbitcoinization
Open in Zortix →
13 OCT1W AGOWHAT BITCOIN DID
Bitcoin's difficulty adjustment as a decentralized clock
Open in Zortix →
13 OCT1W AGOTHE LONG VIEW
Medicaid reliance distorts retirement crisis debate
ConceptOpen in Zortix →
13 OCT1W AGOTHE LONG VIEW
No broad retirement crisis, but concentrated shortfall risk
ConceptOpen in Zortix →
13 OCT1W AGOTHE LONG VIEW
Access alone insufficient for retirement adequacy
ConceptOpen in Zortix →
13 OCT1W AGOTHE LONG VIEW
Social Security reform requires stress testing plans
ConceptOpen in Zortix →
13 OCT1W AGOTHE LONG VIEW
Annuities as a fixed income substitute
Open in Zortix →
13 OCT1W AGOTHE LONG VIEW
Plan design database enables sponsor toolkit
ConceptOpen in Zortix →
13 OCT1W AGOBLOOMBERG SURVEILLANCE
Market correction digesting via early-cycle weakness
Open in Zortix →
13 OCT1W AGOBLOOMBERG SURVEILLANCE
AI ecosystem unwind as biggest systemic risk
Open in Zortix →
13 OCT1W AGOTHOUGHTFUL MONEY
Slowing earnings growth raises valuation risk
Open in Zortix →
13 OCT1W AGOTHOUGHTFUL MONEY
Market resilience masks underlying weakness
Open in Zortix →
13 OCT1W AGOTHOUGHTFUL MONEY
Frontier AI labs' funding is a key risk
Open in Zortix →
13 OCT1W AGOTHOUGHTFUL MONEY
AI infrastructure cycle peak signaled by KOSPI
Open in Zortix →
13 OCT1W AGOGOLDMAN SACHS EXCHANGES
Chinese exports gain most share in emerging markets
Open in Zortix →
13 OCT1W AGOGOLDMAN SACHS EXCHANGES
Chinese export price discount stabilizes, doesn't always deflate
Open in Zortix →
13 OCT1W AGOBLOOMBERG SURVEILLANCE
S&P facing a 5-10% garden-variety pullback
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
13 OCT1W AGOBLOOMBERG SURVEILLANCE
Bond yields back to normal, not higher for longer
Open in Zortix →
13 OCT1W AGOBLOOMBERG SURVEILLANCE
China's economy following a Japanese deflationary model
Open in Zortix →
13 OCT1W AGOFORWARD GUIDANCE
U.S. regulatory path for perps is progressing
Open in Zortix →
13 OCT1W AGOA16Z PODCAST
Current crypto panic is a reaction to absence of information
ConceptOpen in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND