Zortix
Ask Zortix…⌘K
Get the digest
The attributed archive

Ideas

Every idea extracted from finance podcasts, filterable by window, depth and type — ordered by how thoroughly each one was argued, not by date.

86 IDEAS · LAST 24H · EVERY ONE LINKED TO ITS SOURCE
24 OCT3D AGOTHOUGHTFUL MONEY
Longer-term bond yields trending lower
Open in Zortix →
24 OCT3D AGOUNCHAINED
AI agent bank run fear overblown
Open in Zortix →
24 OCT3D AGOUNCHAINED
Health insurance as the prime AI short
Open in Zortix →
24 OCT3D AGOSMARTERMARKETS
Infrastructure de-risking challenged by drone warfare
Open in Zortix →
24 OCT3D AGOSMARTERMARKETS
China's strategic stockpiling as prudent risk management
Open in Zortix →
24 OCT3D AGOUNCHAINED
Hyperliquid as blockchain-not-Bitcoin realization
Open in Zortix →
24 OCT3D AGOWSJ WHAT'S NEWS
IBM bucks tech selloff on deal closure
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEIBMOpen in Zortix →
24 OCT3D AGOTHE JULIA LA ROCHE SHOW
Credit problems to surface in financials
Open in Zortix →
24 OCT3D AGOTHE JULIA LA ROCHE SHOW
Annaly back to book value is normal
ORIGINAL IDEAFIRST ON NLY IN 30 DAYSNLYOpen in Zortix →
24 OCT3D AGOTHE POMP PODCAST
AI market correction low due within two weeks
Open in Zortix →
24 OCT3D AGOWSJ WHAT'S NEWS
Anthropic's IPO as AI demand and cost signal
Open in Zortix →
24 OCT3D AGOBLOOMBERG SURVEILLANCE
Equal-weight S&P 500 over market-cap weighted
SHOWS SPLIT16 SHOWS · NOT ALL ON THE SAME SIDESPYRSPOpen in Zortix →
24 OCT3D AGOBLOOMBERG SURVEILLANCE
Cash as a new asset class post-2022
Open in Zortix →
24 OCT3D AGOPROF G MARKETS
Anthropic IPO likely delayed or priced down
Open in Zortix →
24 OCT3D AGOPROF G MARKETS
Anthropic's 'adjusted' profitability masks real costs
Open in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Valuation remains the central question
SHOPOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
B2B segment growing at explosive 76% rate
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
24 OCT3D AGOEXCESS RETURNS
Sector rotation risk in stagflation
Open in Zortix →
24 OCT3D AGOTHOUGHTFUL MONEY
Peace deal would be great for bonds, stocks
Open in Zortix →
24 OCT3D AGOTHOUGHTFUL MONEY
AI bull case implies commodity and transport bull
Open in Zortix →
24 OCT3D AGOBANKLESS
Cyber insurance carriers facing failure
Open in Zortix →
24 OCT3D AGOSMARTERMARKETS
Build storage closer to customers
Open in Zortix →
24 OCT3D AGOTHE JULIA LA ROCHE SHOW
Consumer staples face diesel-driven margin pressure
Open in Zortix →
24 OCT3D AGOTHE JULIA LA ROCHE SHOW
Adding to gold on weakness for long-term view
Open in Zortix →
24 OCT3D AGOWSJ WHAT'S NEWS
Tech selloff on AI cost concerns broadens
Open in Zortix →
24 OCT3D AGOBLOOMBERG SURVEILLANCE
State wealth taxes drive out residents
Open in Zortix →
← Previous
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND