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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.

6679 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
25 OCT2D AGOEURODOLLAR UNIVERSITY
Credit stress moving up the quality ladder
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25 OCT2D AGOWSJ WHAT'S NEWS
Social Security faces 2032 depletion, 22% benefit cut
ConceptOpen in Zortix →
25 OCT2D AGOA16Z PODCAST
AI agents give startups unprecedented leverage
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25 OCT2D AGOOPTIMAL FINANCE DAILY
Consistency as showing up, not muscling through
ConceptOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Valuation obscene at 112 times operating profits
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
24 OCT3D AGOEXCESS RETURNS
AI cycle more powerful than dot-com
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24 OCT3D AGOTHOUGHTFUL MONEY
Factor rotation out of overbought energy
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24 OCT3D AGOBANKLESS
AI makes hacking cheap and scalable
ConceptOpen in Zortix →
24 OCT3D AGOTHE JULIA LA ROCHE SHOW
No GSE release under Trump
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEFNMAFMCCOpen in Zortix →
24 OCT3D AGOTHE POMP PODCAST
AI is inevitable, not a bubble
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24 OCT3D AGOTHE POMP PODCAST
Eli Lilly as the safest long-term growth bet
4 SHOWS AGREE4 SHOWS · SAME SIDELLYOpen in Zortix →
24 OCT3D AGOPROF G MARKETS
AI bubble in private startups, not public markets
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24 OCT3D AGOODD LOTS
Independent fine dining's negative return
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24 OCT3D AGOTHE TWENTY MINUTE VC
Inference as a $10 trillion market in 10 years
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23 OCT4D AGOMASTERS IN BUSINESS
Bonds as the global economy's engine
ConceptOpen in Zortix →
23 OCT4D AGOMONETARY MATTERS WITH JACK FARLEY
AI as a shale 2.0 capex bubble
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23 OCT4D AGOMONETARY MATTERS WITH JACK FARLEY
CoreWeave as WeWork with GPUs
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
23 OCT4D AGOMONETARY MATTERS WITH JACK FARLEY
Energy to outperform S&P on underinvestment catch-up
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23 OCT4D AGOMONETARY MATTERS WITH JACK FARLEY
Tesla's valuation disconnected from profits
SHOWS SPLIT8 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
23 OCT4D AGOPALISADES GOLD RADIO
DASA as Africa's highest-grade uranium deposit
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23 OCT4D AGOPALISADES GOLD RADIO
Playbook shift from 60/40 to hard assets
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23 OCT4D AGOPALISADES GOLD RADIO
Four tailwinds reversing into headwinds
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23 OCT4D AGOPALISADES GOLD RADIO
Gold as sound money and potential revaluation
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23 OCT4D AGOTHE DIVIDEND CAFE
AI's unsatisfying stock returns despite success
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23 OCT4D AGOEXCESS RETURNS
No single optimal portfolio for everyone
ConceptOpen in Zortix →
23 OCT4D AGOEXCESS RETURNS
Large cash reserves as sleep-at-night money
ConceptOpen in Zortix →
23 OCT4D AGOAFFORD ANYTHING
Most successful founders are self-made
ConceptOpen in Zortix →
23 OCT4D AGOAFFORD ANYTHING
Private business ownership as the top wealth path
ConceptOpen in Zortix →
23 OCT4D AGOAFFORD ANYTHING
Owning a small business as a wealth path
ConceptOpen in Zortix →
23 OCT4D AGOAFFORD ANYTHING
Private business ownership as the wealth path
ConceptOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND