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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.

4055 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
25 OCT2D AGOTHOUGHTFUL MONEY
Precious metals: high-quality core, dynamic periphery
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25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
AI commoditizes drug design, experiments are the bottleneck
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25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
Charles River Labs as a high-conviction long
CRLOpen in Zortix →
25 OCT2D AGOEURODOLLAR UNIVERSITY
Credit stress moving up the quality ladder
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25 OCT2D AGOA16Z PODCAST
AI agents give startups unprecedented leverage
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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 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 AGOMONETARY MATTERS WITH JACK FARLEY
AI as a shale 2.0 capex bubble
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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 AGOMONETARY MATTERS WITH JACK FARLEY
CoreWeave as WeWork with GPUs
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
23 OCT4D AGOPALISADES GOLD RADIO
DASA as Africa's highest-grade uranium deposit
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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 AGOPALISADES GOLD RADIO
Playbook shift from 60/40 to hard assets
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23 OCT4D AGOTHE DIVIDEND CAFE
AI's unsatisfying stock returns despite success
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23 OCT4D AGOFORWARD GUIDANCE
Crypto in a slow bottoming process
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23 OCT4D AGOEURODOLLAR UNIVERSITY
Meta's negative cash flow questions AI financing
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 OCT4D AGOEURODOLLAR UNIVERSITY
AI investment boom hits cash flow reality
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23 OCT4D AGOBIGGERPOCKETS REAL ESTATE PODCAST
Portfolio management over individual property cash flow
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23 OCT4D AGOA16Z PODCAST
Amazon's $220B AI capex as AWS runway to $1T
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
23 OCT4D AGOTHE MEB FABER SHOW
Europe's Japan-like currency devaluation path
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23 OCT4D AGOTHE MEB FABER SHOW
France as Europe's sovereign debt crisis candidate
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND