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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.

4476 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
28 SEP28 SEPPROF G MARKETS
Data center build-out faces Wall Street skepticism
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDEORCLOpen in Zortix →
28 SEP28 SEPINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Meta's founder-led resilience as an investment edge
SHOWS SPLIT22 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
28 SEP28 SEPTHE BEST EVER CRE SHOW
$455M Chicago portfolio: low cap rate, assumable low-rate debt
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28 SEP28 SEPTHE TWENTY MINUTE VC
Higgsfield's $1B ARR in 18 months
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28 SEP28 SEPHIDDEN FORCES
China's structural decline from credit exhaustion
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28 SEP28 SEPHIDDEN FORCES
China's GDP data obscures structural decline
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28 SEP28 SEPFINTECH INSIDER PODCAST BY 11:FS
Ryft targets the scaling platform payments gap
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27 SEP27 SEPTHOUGHTFUL MONEY
Income factory vs equity investing in current environment
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27 SEP27 SEPTHOUGHTFUL MONEY
Rising yields benefit long-term income factory strategy
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27 SEP27 SEPTHOUGHTFUL MONEY
Income Factory as a low-volatility wealth builder
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27 SEP27 SEPTHOUGHTFUL MONEY
Credit over equity for retirement sequence risk
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27 SEP27 SEPMONETARY MATTERS WITH JACK FARLEY
Permanent capital rewarded with premium multiples
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27 SEP27 SEPMONETARY MATTERS WITH JACK FARLEY
Private credit boom is over
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27 SEP27 SEPMONETARY MATTERS WITH JACK FARLEY
BDC/private credit merger wave starting next fiscal year
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27 SEP27 SEPWSJ WHAT'S NEWS
Treasury buybacks are not QE
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27 SEP27 SEPWSJ WHAT'S NEWS
10-year yield surge driven by Fed inflation fight
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26 SEP26 SEPTHOUGHTFUL MONEY
TINA to TIGA: Bonds as a good alternative
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26 SEP26 SEPTHOUGHTFUL MONEY
Market weakness masked by mega-cap tech
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDERSPXLUXLKOpen in Zortix →
26 SEP26 SEPEXCESS RETURNS
Labor force decline drives structural service inflation
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26 SEP26 SEPEXCESS RETURNS
Diesel price surge flows into consumer CPI
SHOWS SPLIT9 SHOWS · NOT ALL ON THE SAME SIDEWMTTGTKROpen in Zortix →
26 SEP26 SEPTHE TWENTY MINUTE VC
Ads business model dies with AI agents
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26 SEP26 SEPTHE TWENTY MINUTE VC
Parallel's web search as a picks-and-shovels AI play
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26 SEP26 SEPTHE TWENTY MINUTE VC
Agents will search the web 1000x more than humans
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26 OCT2D AGOMACRO MUSINGS WITH DAVID BECKWORTH
Community banks thrive via deep customer knowledge
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26 OCT2D AGOPROF G MARKETS
AI capex glut narrative overblown
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26 OCT2D AGOPROF G MARKETS
SpaceX's $2T valuation seen as inflated
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESPCXOpen in Zortix →
26 OCT2D AGOPROF G MARKETS
Public markets pricing in AI risks
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26 OCT2D AGOPROF G MARKETS
Merger consolidates Musk's control
TSLAOpen in Zortix →
26 OCT2D AGOPROF G MARKETS
Musk's strategy: promise over performance
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26 OCT2D AGOODD LOTS
Instacart's personalized pricing experiments
CARTOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND