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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.

6689 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
7 OCT3W AGOCHIT CHAT STOCKS
Stock collapse from family sale, CFO exit, and growth scare
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT3W AGOTHE BEST EVER CRE SHOW
Infinite banking as a flexible savings vehicle
ConceptOpen in Zortix →
7 OCT3W AGOCHIT CHAT STOCKS
Rollins' 50% drawdown as a fallen angel opportunity
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
7 OCT3W AGOTOP TRADERS UNPLUGGED
Momentum as a global underreaction trade
Open in Zortix →
7 OCT3W AGOUNCHAINED
THORChain's design prevents blocking illicit funds
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7 OCT3W AGOUNCHAINED
Slashing mechanism as a coercive threat
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7 OCT3W AGOUNCHAINED
THORChain's design prevents transaction censorship
Open in Zortix →
6 OCT3W AGOMARKETPLACE
Black unemployment as a leading labor indicator
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6 OCT3W AGOTHE COMPOUND AND FRIENDS
FICO's monopoly ripped away by VantageScore
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEFICOOpen in Zortix →
6 OCT3W AGOBLOOMBERG SURVEILLANCE
Democratic sweep of Congress forecast
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6 OCT3W AGOTHOUGHTFUL MONEY
Gold as the new global reserve discipline
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6 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
Dry bulk as the next shipping boom
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6 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
Tanker rates spike 25x on Strait of Hormuz disruption
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6 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
Crude tanker rates unsustainable at current extremes
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6 OCT3W AGOBLOOMBERG SURVEILLANCE
Secular bull market has 8-10 years left
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6 OCT3W AGOAFFORD ANYTHING
The Awesome Portfolio: 20% split five ways
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6 OCT3W AGOAFFORD ANYTHING
Sell company stock to de-risk concentrated exposure
ConceptOpen in Zortix →
6 OCT3W AGOAFFORD ANYTHING
The Awesome Portfolio: 20% each in five assets
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6 OCT3W AGOTHE JULIA LA ROCHE SHOW
Life insurers as the epicenter of contagion
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6 OCT3W AGOTHE JULIA LA ROCHE SHOW
Private credit's systemic risk from opaque marks
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6 OCT3W AGOA16Z PODCAST
Autonomous defense as the only viable response to AI attacks
ConceptOpen in Zortix →
6 OCT3W AGOPROF G MARKETS
SEC quorum change enables financial crime
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6 OCT3W AGOTHE ALPHA EXCHANGE
Long-end yield rise as a fiscal trust problem
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6 OCT3W AGOTHE ALPHA EXCHANGE
Equities driven by passive flows, not value
SPYOpen in Zortix →
6 OCT3W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Human genetic engineering is already happening
ConceptOpen in Zortix →
6 OCT3W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Leading AI companies are really biotech
Open in Zortix →
6 OCT3W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Neurotech's next era: writing to the awake brain
ConceptOpen in Zortix →
6 OCT3W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Success follows genuine curiosity, not trends
ConceptOpen in Zortix →
6 OCT3W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Non-invasive brain control via viral vector and hat
ConceptOpen in Zortix →
6 OCT3W AGOOPTIMAL FINANCE DAILY
Market timing as buying after crashes, not selling before
ConceptOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND