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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
21 OCT6D AGOA16Z PODCAST
Document processing as AI's missing infrastructure
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21 OCT6D AGOPROF G MARKETS
France's bond-protest doom loop
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21 OCT6D AGOCHIT CHAT STOCKS
GEICO as a massive career compounder
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21 OCT6D AGOTOP TRADERS UNPLUGGED
Japan's industrial consolidation as equity catalyst
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21 OCT6D AGOIN GOOD COMPANY WITH NICOLAI TANGEN
Europe's systemic failure in AI innovation
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20 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
CoreWeave's debt as a concentrated credit risk
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
20 OCT1W AGOBLOOMBERG SURVEILLANCE
Starship as the critical future catalyst
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20 OCT1W AGOWHAT BITCOIN DID
AI scanning uncovers systemic Bitcoin software bugs
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20 OCT1W AGOTHOUGHTFUL MONEY
Normal bond yields are 5-6% given nominal GDP
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20 OCT1W AGOTHOUGHTFUL MONEY
AI success could mean higher inflation and rates
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20 OCT1W AGOTHOUGHTFUL MONEY
Inflation structurally stuck near 3%
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20 OCT1W AGOYET ANOTHER VALUE PODCAST
UK stocks as global businesses at cheap prices
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20 OCT1W AGOYET ANOTHER VALUE PODCAST
Relisting to the US as more than multiple arbitrage
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20 OCT1W AGOYET ANOTHER VALUE PODCAST
UK's cheap global businesses
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20 OCT1W AGOCOMMODITY CULTURE
Hold physical gold and silver as monetary insurance
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20 OCT1W AGOCOMMODITY CULTURE
Gold's next leg up as real rates stay negative
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20 OCT1W AGOTHE JULIA LA ROCHE SHOW
AI bubble sucking vitality from rest of economy
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20 OCT1W AGOTHE JULIA LA ROCHE SHOW
Shift toward Treasuries for safety and yield
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19 OCT1W AGOEURODOLLAR UNIVERSITY
Convenience store cuts signal consumer distress
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19 OCT1W AGOBANKLESS
Reg CAM creates federal exchange framework
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19 OCT1W AGOBANKLESS
CFTC's new rules aim to federalize crypto exchange regulation
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19 OCT1W AGOBANKLESS
Reg CTX enables retail spot margin trading
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19 OCT1W AGOA16Z PODCAST
Town's model neutrality as a competitive moat
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19 OCT1W AGOPROF G MARKETS
Private AI valuations face public market reckoning
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19 OCT1W AGOTHE TWENTY MINUTE VC
AI as a market bigger than oil
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19 OCT1W AGOTHE TWENTY MINUTE VC
Anthropic as a capital-intensive hyperscaler bet
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19 OCT1W AGOHIDDEN FORCES
Iran's Strait of Hormuz leverage pressures global economy
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19 OCT1W AGOFINTECH INSIDER PODCAST BY 11:FS
AML fines as a cost of doing business
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19 OCT1W AGOTHE REAL ESTATE GUYS RADIO SHOW
Physical gold as a liquid portfolio hedge
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19 OCT1W AGOTHE REAL ESTATE GUYS RADIO SHOW
Physical metals as inflation hedge and value preserver
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND