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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.

920 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
15 OCT4D AGOCOMMODITY CULTURE
Bitcoin's hidden counterparty risk in custody
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15 OCT4D AGOTHE JULIA LA ROCHE SHOW
Internal market crash masked by passive flows
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15 OCT4D AGOA16Z PODCAST
Wallet wars to become the default AI agent payment layer
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEPYPLOpen in Zortix →
15 OCT4D AGOA16Z PODCAST
Merchant split on agentic commerce reception
SHOWS SPLIT26 SHOWS · NOT ALL ON THE SAME SIDEAMZNWMTSHOPOpen in Zortix →
15 OCT4D AGOWSJ WHAT'S NEWS
AI sell-off on valuation and rate jitters
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15 OCT4D AGOTHE JULIA LA ROCHE SHOW
Treasury and Fed tricks to rally bonds
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15 OCT4D AGOWSJ WHAT'S NEWS
UBS mulls US move on Swiss capital rules
UBSOpen in Zortix →
15 OCT4D AGOTHE JULIA LA ROCHE SHOW
AI data center financing cracks as a last saloon
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15 OCT4D AGOTHE JULIA LA ROCHE SHOW
Nike as a Category 5 capitulation buy
SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDENKEOpen in Zortix →
15 OCT4D AGOTHE JULIA LA ROCHE SHOW
Year-end convergence trade on market distortion
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15 OCT4D AGOTHE JULIA LA ROCHE SHOW
Gold's beach ball underwater on Fed pivot
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15 OCT4D AGOTHE JULIA LA ROCHE SHOW
Silver's dual macro and industrial tailwinds
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15 OCT4D AGOA16Z PODCAST
Vaults shift from single-player to multiplayer
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15 OCT4D AGOCOMMODITY CULTURE
Digital currencies as a tool of state control
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15 OCT4D AGOCOMMODITY CULTURE
Physical gold and silver as crisis shelter
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15 OCT4D AGOTHE RATIONAL REMINDER PODCAST
Reversal strategy: buying past losers, selling winners
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15 OCT4D AGOTHE RATIONAL REMINDER PODCAST
Underreaction to quiet fundamentals like culture
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15 OCT4D AGOTHE RATIONAL REMINDER PODCAST
Value investing via price-to-earnings ratios
ORIGINAL IDEAFIRST ON CSCO IN 30 DAYSCSCOMSFTINTCOpen in Zortix →
15 OCT4D AGOPALISADES GOLD RADIO
Energy shortage denial fuels multi-year 'big refill' cycle
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15 OCT4D AGOPALISADES GOLD RADIO
Shell as a multi-faceted energy compounder
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15 OCT4D AGOPALISADES GOLD RADIO
Gold as the long-term benchmark asset
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15 OCT4D AGOODD LOTS
Hyperliquid as infrastructure, not disruptor
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15 OCT4D AGOODD LOTS
On-chain rails as a resilient foundation for regulated exchanges
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15 OCT4D AGOODD LOTS
Permissionless deployment democratizes market creation
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15 OCT4D AGOTHE MEB FABER SHOW
Long-term gold bull case on reserve asset diversification
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEGLDOpen in Zortix →
15 OCT4D AGOTHE MEB FABER SHOW
Brazil as an idiosyncratic play on fiscal reform
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEEWZOpen in Zortix →
15 OCT4D AGOPROF G MARKETS
AI bubble concentrated in private markets
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15 OCT4D AGOTHE TWENTY MINUTE VC
NVIDIA's Reflection deal as a strategic moat builder
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
15 OCT4D AGOTHE TWENTY MINUTE VC
Record decacorn count signals an AI bubble
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15 OCT4D AGOTHE TWENTY MINUTE VC
Isomorphic Labs' drug discovery royalty model
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND