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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.

4710 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
22 OCT6D AGOMACROVOICES
Crack spreads to surge, not crude prices
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22 OCT6D AGOMACROVOICES
Global refining capacity crisis threatens products
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22 OCT6D AGOMACROVOICES
Long JPMorgan, short Deutsche Bank pair trade
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDEJPMDBOpen in Zortix →
22 OCT6D AGOWHAT BITCOIN DID
BIP110 controversy cost Ocean nearly half its hash rate
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22 OCT6D AGOWHAT BITCOIN DID
Bitcoin mining's demand-response value to grids
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22 OCT6D AGOWHAT BITCOIN DID
AI pivot as Bitcoin mining decentralization catalyst
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22 OCT6D AGOWHAT BITCOIN DID
Sovereign Bitcoin mining using stranded energy
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22 OCT6D AGOWHAT BITCOIN DID
Ocean's mining pool model decentralizes block building
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22 OCT6D AGOWHAT BITCOIN DID
Mining centralization risks from pools and hardware
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22 OCT6D AGOBLOOMBERG SURVEILLANCE
Credit markets curtail AI ambitions
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22 OCT6D AGOBLOOMBERG SURVEILLANCE
Semiconductor earnings peak in 2027
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22 OCT6D AGOBLOOMBERG SURVEILLANCE
Data center delays curb GDP growth forecasts
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22 OCT6D AGOBLOOMBERG SURVEILLANCE
Southwest's product enhancements defend pricing
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22 OCT6D AGOBLOOMBERG SURVEILLANCE
AI infrastructure margin normalization risk
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22 OCT6D AGOA16Z PODCAST
AI reconfiguring the internet's economic covenant
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22 OCT6D AGOA16Z PODCAST
AI-driven creative renaissance in media
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22 OCT6D AGOTHOUGHTFUL MONEY
Current homeowner equity is largely phantom
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22 OCT6D AGOTHOUGHTFUL MONEY
Supply surge in Sunbelt and Western states
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22 OCT6D AGOTHOUGHTFUL MONEY
2027 forecast: price declines in West, gains in Northeast
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22 OCT6D AGOTHOUGHTFUL MONEY
Illinois housing resilient on low supply, stable migration
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22 OCT6D AGOTHOUGHTFUL MONEY
Mortgage rate lock-in narrative has flipped
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22 OCT6D AGOTHOUGHTFUL MONEY
Prices already down double-digits in many markets
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22 OCT6D AGOTHOUGHTFUL MONEY
Florida retirement markets face demographic freight train
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22 OCT6D AGOTHOUGHTFUL MONEY
Manhattan real estate historically undervalued
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22 OCT6D AGOTHOUGHTFUL MONEY
Housing's financial investment era is over
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22 OCT6D AGOBLOOMBERG SURVEILLANCE
Bull case for energy on valuation, underinvestment
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22 OCT6D AGOEURODOLLAR UNIVERSITY
Credit markets as the AI bubble's key constraint
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22 OCT6D AGOWSJ WHAT'S NEWS
Muse's profitability delayed by compute costs
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
22 OCT6D AGOTHE JULIA LA ROCHE SHOW
Agentic commerce as the new iPhone moment
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22 OCT6D AGOTHE JULIA LA ROCHE SHOW
Anthropic and OpenAI revenue scaling to hundreds of billions
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This is as far as the pager goes. 4,710 ideas match these filters and the archive pages through the first 630 — narrow the window, depth or type above to bring the rest into reach.

NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND