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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.

4683 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
24 OCT4D AGOTHOUGHTFUL MONEY
Bond rally near-term overbought, take profits
TLTOpen in Zortix →
24 OCT4D AGOTHOUGHTFUL MONEY
AI picks-and-shovels over frontier models
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24 OCT4D AGOBANKLESS
Crypto's adversarial birth as a security advantage
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24 OCT4D AGOUNCHAINED
Banks blocking AI agents over UX control
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24 OCT4D AGOSMARTERMARKETS
No slack in global refinery system
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24 OCT4D AGOTHE JULIA LA ROCHE SHOW
10-year yield unlikely to hit 4%
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24 OCT4D AGOWSJ WHAT'S NEWS
Meta's AI spending spooks investors
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
24 OCT4D AGOTHE JULIA LA ROCHE SHOW
Preferred stock fix for GSEs
FNMAFMCCOpen in Zortix →
24 OCT4D AGOTHE POMP PODCAST
Quantum computing not an existential Bitcoin threat
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24 OCT4D AGOTHE POMP PODCAST
Rotation from cyclical AI tech into healthcare
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24 OCT4D AGOTHE JULIA LA ROCHE SHOW
Foreclosures rising as market normalizes
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24 OCT4D AGOTHE JULIA LA ROCHE SHOW
Annaly as a skilled, income-generating REIT
ORIGINAL IDEAFIRST ON NLY IN 30 DAYSNLYOpen in Zortix →
24 OCT4D AGOPROF G MARKETS
AI risks already priced into public chip stocks
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24 OCT4D AGOODD LOTS
Wine sales drop hits restaurant profitability
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24 OCT4D AGOODD LOTS
Restaurant inflation hits labor and food costs hardest
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24 OCT4D AGOODD LOTS
Shared kitchens as an entrepreneurship engine
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24 OCT4D AGOTHE TWENTY MINUTE VC
Hardware over software for next decade
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24 OCT4D AGOTHE TWENTY MINUTE VC
Energy shortage caps AI compute growth
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24 OCT4D AGOTHE TWENTY MINUTE VC
Post-transformer world coming
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24 OCT4D AGOTHE TWENTY MINUTE VC
Robotics 100x bigger than coding agents
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24 OCT4D AGOTHE TWENTY MINUTE VC
Data layer not a commodity
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24 OCT4D AGOTHE ACQUIRERS PODCAST
BDCs priced for a depression
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24 OCT4D AGOTOP TRADERS UNPLUGGED
Bond selloff a return to normalcy
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24 OCT4D AGOTOP TRADERS UNPLUGGED
Geoeconomic fragmentation boosts trend diversification
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24 OCT4D AGOTOP TRADERS UNPLUGGED
Commodity stockouts can cause parabolic price moves
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24 OCT4D AGOTOP TRADERS UNPLUGGED
Trend following can profit in rising rate regimes
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24 OCT4D AGOTHE OPTIONS INSIDER RADIO NETWORK
VIX establishing a higher floor
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23 OCT5D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
France's debt crisis as an intractable problem
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23 OCT5D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI spending concentrated in unprofitable VC circle
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23 OCT5D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI-driven cyber exploits will accelerate
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND