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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.

1178 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
16 OCT3D AGOBARRON'S STREETWISE
Disney's Infinity Vision to pressure IMAX fees
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEDISIMAXOpen in Zortix →
16 OCT3D AGOEURODOLLAR UNIVERSITY
Inflation driven by narrow energy shock
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16 OCT3D AGOEURODOLLAR UNIVERSITY
Swap market separates Fed mistake from lower-rate destination
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16 OCT3D AGOBANKLESS
Early crypto bull market feels like sideways chop
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16 OCT3D AGOBANKLESS
AI debt fears surface as revenue growth slows
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16 OCT3D AGOBANKLESS
Richard Heart arrest on Finnish tax charges
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16 OCT3D AGOBANKLESS
Venice's token usage jump from one customer
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16 OCT3D AGOBANKLESS
Paper Trade's degenerate holder base
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16 OCT3D AGOPALISADES GOLD RADIO
Slow-motion, invisible stock market crash underway
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16 OCT3D AGOPALISADES GOLD RADIO
European natural gas crisis from green policy
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16 OCT3D AGOPALISADES GOLD RADIO
Oil futures manipulated, real price much higher
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16 OCT3D AGOPALISADES GOLD RADIO
Gold mining shares as the way to play a reset
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16 OCT3D AGOWSJ WHAT'S NEWS
AI liability coverage gap for labs and users
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16 OCT3D AGOPALISADES GOLD RADIO
Gold reset likely, but could be bad for holders
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16 OCT3D AGOGOLDMAN SACHS EXCHANGES: THE MARKETS
High-quality AI credit at wider yields
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16 OCT3D AGOGOLDMAN SACHS EXCHANGES: THE MARKETS
Steady rate rises seen as a buying opportunity
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16 OCT3D AGOGOLDMAN SACHS EXCHANGES: THE MARKETS
High-quality munis at tax-equivalent yields near 10%
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16 OCT3D AGOFORWARD GUIDANCE
Anthropic's slowing ARR growth dents AI flywheel
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16 OCT3D AGOTHE COMPOUND AND FRIENDS
AI narrative as the sole market driver
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16 OCT3D AGOA16Z PODCAST
AI struggles with operational system design trade-offs
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16 OCT3D AGOTHE COMPOUND AND FRIENDS
AI supply chain's dangerous customer concentration
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
16 OCT3D AGOA16Z PODCAST
Real-world AI problems face economic equilibrium
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16 OCT3D AGOA16Z PODCAST
AI coding agents cut project timelines drastically
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16 OCT3D AGOA16Z PODCAST
AI SRE approach: detect change, not root cause
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16 OCT3D AGOTHE COMPOUND AND FRIENDS
Housing market is worst since financial crisis
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDELENKBHPHMOpen in Zortix →
16 OCT3D AGOTHE COMPOUND AND FRIENDS
AI model price war as tokenmaxing ends
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16 OCT3D AGOFORWARD GUIDANCE
AI infrastructure debt as a backstop play
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16 OCT3D AGOFORWARD GUIDANCE
Fed talk takes October hike off the table
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16 OCT3D AGOCOMMODITY CULTURE
Monster COMEX short positions suppress precious metals
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16 OCT3D AGOA16Z PODCAST
AI coding agents multiply top engineers' leverage
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND