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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.

1533 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
27 OCTTODAYPROF G MARKETS
Anthropic's S-1 masks a massive compute liability
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27 OCTTODAYINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Intelligence as a cheap, ubiquitous commodity
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27 OCTTODAYAFFORD ANYTHING
Target-date funds as a suboptimal first step
ConceptOpen in Zortix →
27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
Fiscal dominance undermines Fed's inflation fight
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27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
Permanent capital as an alternative to private equity
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27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
Structural fiscal deficits fueling a two-speed economy
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27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
S&P 500 faces 30% crash, then flat decade
SHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
Long the bailout via Bitcoin and crypto
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27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
AI bubble cracks when Anthropic or OpenAI miss payments
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26 OCTYESTERDAYCHIT CHAT STOCKS
Governance structure makes Anthropic uninvestable
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26 OCTYESTERDAYCHIT CHAT STOCKS
Anthropic's durable moat is questionable
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26 OCTYESTERDAYCNBC FAST MONEY
Anthropic's IPO as a sign of excess
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26 OCTYESTERDAYTHE COMPOUND AND FRIENDS
AI security demand is structural, not cyclical
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26 OCTYESTERDAYTHE COMPOUND AND FRIENDS
AI shift from security to safety expands CrowdStrike's TAM
CRWDOpen in Zortix →
26 OCTYESTERDAYREAL VISION DAILY BRIEFING
AI buildout not a dot-com bubble
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26 OCTYESTERDAYEURODOLLAR UNIVERSITY
Energy shock breaking airlines first
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26 OCTYESTERDAYEURODOLLAR UNIVERSITY
Fragile vs resilient economy illusion
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26 OCTYESTERDAYBANKLESS
Rising bond yields driven by growth, not fiscal fears
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26 OCTYESTERDAYBANKLESS
Bitcoin as a high-octane global liquidity hedge
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26 OCTYESTERDAYBANKLESS
Asset allocation across four liquidity regimes
ConceptOpen in Zortix →
26 OCTYESTERDAYA16Z PODCAST
Computer use as the universal AI interface
ConceptOpen in Zortix →
26 OCTYESTERDAYANIMAL SPIRITS
Capped upside ETFs as annuity alternative
CPSOOpen in Zortix →
26 OCTYESTERDAYPROF G MARKETS
Meta as the AI trade with unmatched distribution
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
26 OCTYESTERDAYPROF G MARKETS
Elon Musk faces intense political and legal scrutiny
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26 OCTYESTERDAYPROF G MARKETS
Tesla-SpaceX merger as a governance and valuation trap
SHOWS SPLIT9 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
26 OCTYESTERDAYTHE BEST EVER CRE SHOW
Direct response emails as core capital engine
ConceptOpen in Zortix →
26 OCTYESTERDAYCAPITAL ALLOCATORS
Continuation vehicles as a conflicted exit path
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26 OCTYESTERDAYTHE BEST EVER CRE SHOW
Webinars as a high-conversion tool
ConceptOpen in Zortix →
26 OCTYESTERDAYCAPITAL ALLOCATORS
Continuation vehicles as conflicted pricing
ConceptOpen in Zortix →
26 OCTYESTERDAYHIDDEN FORCES
AI as a substitutive general-purpose technology
ConceptOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND