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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.

5926 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
24 OCT3D AGOTHE POMP PODCAST
Eli Lilly as the safest long-term growth bet
5 SHOWS AGREE5 SHOWS · SAME SIDELLYOpen 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 AGOPROF G MARKETS
AI bubble in private startups, not public markets
Open in Zortix →
24 OCT3D AGOODD LOTS
Independent fine dining's negative return
Open in Zortix →
24 OCT3D AGOTHE TWENTY MINUTE VC
Inference as a $10 trillion market in 10 years
Open in Zortix →
23 OCT4D AGOMASTERS IN BUSINESS
Bonds as the global economy's engine
ConceptOpen in Zortix →
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
Tesla's valuation disconnected from profits
SHOWS SPLIT8 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
23 OCT4D AGOMONETARY MATTERS WITH JACK FARLEY
Energy to outperform S&P on underinvestment catch-up
Open in Zortix →
23 OCT4D AGOMONETARY MATTERS WITH JACK FARLEY
AI as a shale 2.0 capex bubble
Open in Zortix →
23 OCT4D AGOPALISADES GOLD RADIO
DASA as Africa's highest-grade uranium deposit
Open in Zortix →
23 OCT4D AGOPALISADES GOLD RADIO
Playbook shift from 60/40 to hard assets
Open in Zortix →
23 OCT4D AGOPALISADES GOLD RADIO
Gold as sound money and potential revaluation
Open in Zortix →
23 OCT4D AGOPALISADES GOLD RADIO
Four tailwinds reversing into headwinds
Open in Zortix →
23 OCT4D AGOTHE DIVIDEND CAFE
AI's unsatisfying stock returns despite success
Open in Zortix →
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
Owning a small business as a wealth path
ConceptOpen in Zortix →
23 OCT4D AGOAFFORD ANYTHING
Private business ownership as the top wealth path
ConceptOpen in Zortix →
23 OCT4D AGOAFFORD ANYTHING
Private business ownership as the wealth path
ConceptOpen in Zortix →
23 OCT4D AGOFORWARD GUIDANCE
Crypto in a slow bottoming process
Open in Zortix →
23 OCT4D AGOEURODOLLAR UNIVERSITY
AI investment boom hits cash flow reality
Open in Zortix →
23 OCT4D AGOEURODOLLAR UNIVERSITY
Meta's negative cash flow questions AI financing
SHOWS SPLIT22 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 OCT4D AGOBIGGERPOCKETS REAL ESTATE PODCAST
Phantom cash flow versus real taxable cash flow
ConceptOpen in Zortix →
23 OCT4D AGOBIGGERPOCKETS REAL ESTATE PODCAST
Portfolio management over individual property cash flow
Open in Zortix →
23 OCT4D AGOA16Z PODCAST
Amazon's $220B AI capex as AWS runway to $1T
SHOWS SPLIT18 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
23 OCT4D AGOTHE MEB FABER SHOW
Bearish turn on stocks after 17-year bull
Open in Zortix →
23 OCT4D AGOTHE MEB FABER SHOW
Europe's Japan-like currency devaluation path
Open in Zortix →
23 OCT4D AGOTHE MEB FABER SHOW
France as Europe's sovereign debt crisis candidate
Open in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND