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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.

4616 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
26 OCT2D AGOTHE DIVIDEND CAFE
Market breadth warning flags concentration risk
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26 OCT2D AGOREAL VISION DAILY BRIEFING
GPU rental prices rising, defying consensus
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26 OCT2D AGOREAL VISION DAILY BRIEFING
Big tech earnings key to calming credit markets
SHOWS SPLIT18 SHOWS · NOT ALL ON THE SAME SIDEGOOGLAMZNMSFTOpen in Zortix →
26 OCT2D AGOREAL VISION DAILY BRIEFING
Market at crossroads on AI growth
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26 OCT2D AGOBLOOMBERG SURVEILLANCE
Quality tech overweight amid AI build-out nerves
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26 OCT2D AGOBLOOMBERG SURVEILLANCE
Fed skip seen as cementing December hike
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26 OCT2D AGOBLOOMBERG SURVEILLANCE
Neutral to defensive on equities after strong run
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26 OCT2D AGOBLOOMBERG SURVEILLANCE
Bonds become interesting at 5% yields
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26 OCT2D AGOBLOOMBERG SURVEILLANCE
Gold as the ultimate hedge at a technical juncture
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26 OCT2D AGOBLOOMBERG SURVEILLANCE
Shift from AI builders to beneficiaries
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26 OCT2D AGOBIGGERPOCKETS REAL ESTATE PODCAST
Community over macro in market selection
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26 OCT2D AGOEURODOLLAR UNIVERSITY
Bond market pricing airline distress
JBLUOpen in Zortix →
26 OCT2D AGOBIGGERPOCKETS REAL ESTATE PODCAST
The BRRRR method to recycle capital
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26 OCT2D AGOEURODOLLAR UNIVERSITY
Demand destruction via 'not layoffs'
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26 OCT2D AGOBANKLESS
Bitcoin as early liquidity cycle signal
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26 OCT2D AGOBANKLESS
Yield volatility control via Treasury buybacks
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26 OCT2D AGOBANKLESS
Fed and Treasury managing liquidity, not just rates
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26 OCT2D AGOBANKLESS
Gold to double in a decade on debt monetization
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26 OCT2D AGOBANKLESS
Global liquidity to double in a decade
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26 OCT2D AGOA16Z PODCAST
Computer use hitting scaling moment
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26 OCT2D AGOANIMAL SPIRITS
Principal-protected ETFs solve retiree risks
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26 OCT2D AGOANIMAL SPIRITS
ETF innovation fills retirement income gap
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26 OCT2D AGOA16Z PODCAST
Astra's speed and reliability edge for agents
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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
Musk's strategy: promise over performance
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26 OCT2D AGOPROF G MARKETS
Merger consolidates Musk's control
TSLAOpen in Zortix →
26 OCT2D AGOPROF G MARKETS
Public markets pricing in AI risks
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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 AGOODD LOTS
Instacart's personalized pricing experiments
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDECARTOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND