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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.

839 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
15 OCT4D AGOWHAT BITCOIN DID
Bitcoin's scale begets more demand
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15 OCT4D AGOWHAT BITCOIN DID
Bitcoin as a debasement trade amid fiscal dominance
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15 OCT4D AGOTHOUGHTFUL MONEY
Gold as a hedge against fiscal and monetary policy failure
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15 OCT4D AGOTHOUGHTFUL MONEY
New economy can't carry old economy much longer
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15 OCT4D AGOEURODOLLAR UNIVERSITY
CCC junk spreads signal credit cycle downturn
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15 OCT4D AGOCOMMODITY CULTURE
Silver price smash as a wealth transfer
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15 OCT4D AGOODD LOTS
Hyperliquid's vision to house all finance
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15 OCT4D AGOODD LOTS
Hyperliquid as a step-function improvement over electronic markets
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15 OCT4D AGOPROF G MARKETS
CoreWeave's debt spiral as AI neocloud canary
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
15 OCT4D AGOTHE TWENTY MINUTE VC
Anthropic's price cuts as first AI deflation
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15 OCT4D AGOTHE TWENTY MINUTE VC
Jev's focus as a defensible AI classifier bet
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15 OCT4D AGOTHE ACQUIRERS PODCAST
Golfzon case tests new governance rules in real time
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15 OCT4D AGOTHE ACQUIRERS PODCAST
AI as a Dutch Disease for the US economy
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15 OCT4D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Capital efficiency and reinvestment drive compounding
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14 OCT5D AGOWEALTHION - BE FINANCIALLY RESILIENT
Multifamily faces a $2 trillion refinancing wall
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14 OCT5D AGOWEALTHION - BE FINANCIALLY RESILIENT
Housing in a multi-year recession
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14 OCT5D AGOBLOOMBERG SURVEILLANCE
AI capital build-out framed as a bubble
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14 OCT5D AGOEURODOLLAR UNIVERSITY
AI bubble built on unsustainable credit
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14 OCT5D AGOEURODOLLAR UNIVERSITY
Credit cycle downswing as the key signal
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14 OCT5D AGOTHOUGHTFUL MONEY
AI spending boom as recession trigger
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14 OCT5D AGOTHOUGHTFUL MONEY
Equities are too speculative, favoring bonds
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14 OCT5D AGOEXCESS RETURNS
Bonds attractive for the first time this century
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14 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
AI bubble to pop from equity supply surge
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14 OCT5D AGOPALISADES GOLD RADIO
Junior miners as a generational bull market entry
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14 OCT5D AGOON THE TAPE WITH DANNY MOSES
Semiconductor and memory stocks in topping process
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEWDCOpen in Zortix →
14 OCT5D AGOON THE TAPE WITH DANNY MOSES
AI as inspiring but cyclical, with margin risk
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14 OCT5D AGOUNCHAINED
Stablecoin duopoly's unshakable network effects
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14 OCT5D AGOUNCHAINED
Crypto startup buybacks are the wrong capital allocation
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14 OCT5D AGOTOP TRADERS UNPLUGGED
AI earnings bubble, not a valuation bubble
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14 OCT5D AGOIN GOOD COMPANY WITH NICOLAI TANGEN
Turnaround recipe: people, product, then monetization
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND