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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.

929 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
14 OCT5D AGOUNCHAINED
Stablecoin duopoly's unshakable network effects
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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 →
13 OCT6D AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Rockefeller's crushing advantage from minor efficiencies
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13 OCT6D AGOMARKETPLACE
India's demographic dividend as growth engine
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13 OCT6D AGOWHAT BITCOIN DID
Bitcoin as the native currency for AI agents
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13 OCT6D AGOWHAT BITCOIN DID
Bitcoin as AI's survival currency
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13 OCT6D AGOTHOUGHTFUL MONEY
40-year bond bull market is over
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13 OCT6D AGOFORWARD GUIDANCE
Perpetual futures as a superior derivative
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13 OCT6D AGOCOMMODITY CULTURE
COMEX delivery surge signals big money accumulation
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13 OCT6D AGOPROF G MARKETS
Nvidia as the AI ecosystem's too-big-to-fail bank
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
12 OCT1W AGOTHE POMP PODCAST
Amazon options trade on CapEx clarity
SHOWS SPLIT25 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
12 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
Bull market's final liftoff phase not yet seen
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12 OCT1W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Quantum computing as a one-trick business
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12 OCT1W AGOEURODOLLAR UNIVERSITY
AI bubble echoes dot-com overcapacity and hype
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12 OCT1W AGOBANKLESS
AI de-anonymization as a catalyst for Zcash
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12 OCT1W AGOANIMAL SPIRITS
AI debt bubble as the next recession cause
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12 OCT1W AGOTHE BEST EVER CRE SHOW
Conservative multifamily deals for easier capital raising
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12 OCT1W AGOHIDDEN FORCES
Bonds now attractive after six-year bearish stance
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12 OCT1W AGOFINTECH INSIDER PODCAST BY 11:FS
Open banking unlocks credit for the invisible
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18 OCTYESTERDAYTHOUGHTFUL MONEY
Financial repression as a crisis tool
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18 OCTYESTERDAYTHOUGHTFUL MONEY
Europe's political disunity as a strategic weakness
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18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
CCC bond stress as idiosyncratic, not a canary
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18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
Inflation structurally stuck at 3%
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18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
Corporate credit deleveraged, not systemic risk
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18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
Effective oil price already at $200/barrel
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18 OCTYESTERDAYPLANET MICROCAP PODCAST
Rising real yields pull capital from stocks
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18 OCTYESTERDAYPLANET MICROCAP PODCAST
AI questions software switching costs
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17 OCT2D AGOTHOUGHTFUL MONEY
Split Congress as a bullish market catalyst
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17 OCT2D AGOTHOUGHTFUL MONEY
Long-term structural risks warrant hedging
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND