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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.

6149 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
9 OCT3W AGOTHE COMPOUND AND FRIENDS
The 60/20/20 portfolio for a changing correlation regime
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9 OCT3W AGOA16Z PODCAST
VMware-like abstraction for AI agent management
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9 OCT3W AGOTHE COMPOUND AND FRIENDS
Stealth correction driven by rising rates
SHOWS SPLIT16 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
9 OCT3W AGOTHE MEB FABER SHOW
Tax drag erases 36% of equity returns
ConceptOpen in Zortix →
9 OCT3W AGOTHE MEB FABER SHOW
Tax drag erases a third of equity returns
ConceptOpen in Zortix →
9 OCT3W AGOTHE MEB FABER SHOW
AI agent swarms reinvent investment workflow
ConceptOpen in Zortix →
9 OCT3W AGOPROF G MARKETS
Transhumanist ideology drives AI anxiety and speed
ConceptOpen in Zortix →
9 OCT3W AGOPROF G MARKETS
LLM scaling bet unlikely to pay off
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9 OCT3W AGOPROF G MARKETS
AI chatbots pose acute mental health risk to children
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9 OCT3W AGOTHE ALPHA EXCHANGE
Investment philosophy: raw ROA, asset selection, convexity
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9 OCT3W AGOODD LOTS
Human edge remains idea generation and taste
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9 OCT3W AGOTHE BEST EVER CRE SHOW
Manufactured housing's supply-demand tailwind
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9 OCT3W AGOTHE BEST EVER CRE SHOW
Manufactured housing's supply-demand imbalance
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9 OCT3W AGOOPTIMAL FINANCE DAILY
Bad money habits as emotional avoidance
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9 OCT3W AGOTHE BID
Tokenized cash as the modernization of money movement
ConceptOpen in Zortix →
8 OCT3W AGOTHE POMP PODCAST
AI and tokenization to disrupt wealth management
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8 OCT3W AGOTHE POMP PODCAST
Bitcoin's $300K target on global M2 expansion
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8 OCT3W AGOMACROVOICES
Fed-Treasury coordination as a new regime
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8 OCT3W AGOMACROVOICES
Bearish CAD vs USD as a dollar strength expression
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8 OCT3W AGOEXCESS RETURNS
BNAV ETF as a tactical Bitcoin alternative
BNAVOpen in Zortix →
8 OCT3W AGOEXCESS RETURNS
Secular bull market intact despite narrow breadth
SHOWS SPLIT16 SHOWS · NOT ALL ON THE SAME SIDESPYQQQOpen in Zortix →
8 OCT3W AGOTHOUGHTFUL MONEY
AI trade in a bubble with poor market breadth
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8 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
HBM-driven memory squeeze is structurally new
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8 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
Semiconductor cycle peak not yet in sight
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8 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
WFE spending path to $300B-plus by decade end
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8 OCT3W AGOPALISADES GOLD RADIO
Three-tier mining portfolio framework
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8 OCT3W AGOTHE JULIA LA ROCHE SHOW
Debt crisis likely within two years
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8 OCT3W AGOCOMMODITY CULTURE
PTX Metals' multi-metal W2 project as undervalued asset
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8 OCT3W AGOTHE RATIONAL REMINDER PODCAST
Single-stock leveraged ETFs are 'slop'
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8 OCT3W AGOTHE RATIONAL REMINDER PODCAST
Daily resets not the cause of volatility drag
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND