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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.

6019 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
9 OCT3W AGOTHE BEST EVER CRE SHOW
Manufactured housing's supply-demand imbalance
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9 OCT3W AGOTHE ALPHA EXCHANGE
Investment philosophy: raw ROA, asset selection, convexity
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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
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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
Secular bull market intact despite narrow breadth
SHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDESPYQQQOpen in Zortix →
8 OCT3W AGOEXCESS RETURNS
BNAV ETF as a tactical Bitcoin alternative
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8 OCT3W AGOTHOUGHTFUL MONEY
AI trade in a bubble with poor market breadth
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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
HBM-driven memory squeeze is structurally new
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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
Daily resets not the cause of volatility drag
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8 OCT3W AGOTHE RATIONAL REMINDER PODCAST
Single-stock leveraged ETFs are 'slop'
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8 OCT3W AGOODD LOTS
German industrial decline from China shock
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8 OCT3W AGOTHE ACQUIRERS PODCAST
VC spatial sorting in AI
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8 OCT3W AGOOPTIMAL FINANCE DAILY
The boring, steady plan works
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8 OCT3W AGOFINTECH INSIDER PODCAST BY 11:FS
Coherent intelligence layer as a bank imperative
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8 OCT3W AGOFINTECH INSIDER PODCAST BY 11:FS
AI capability overhang in banking
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8 OCT3W AGOFINTECH INSIDER PODCAST BY 11:FS
AI assistants as a primary relationship threat to banks
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8 OCT3W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Chinese property bust hits aspirational luxury
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEMC.PAOpen in Zortix →
7 OCT3W AGOTHE POMP PODCAST
Bitcoin as the ultimate sovereign exit tool
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7 OCT3W AGOMASTERS IN BUSINESS
CEO's real job: architecting decision-making conditions
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7 OCT3W AGOTHOUGHTFUL MONEY
Higher yields to cause a market crack
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7 OCT3W AGOBLOOMBERG SURVEILLANCE
Market reassessing a higher neutral rate
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND