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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.

4528 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
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 metals as inflation hedge and value preserver
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19 OCT1W AGOTHE REAL ESTATE GUYS RADIO SHOW
Physical gold as a liquid portfolio hedge
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18 OCT1W AGOEURODOLLAR UNIVERSITY
Retail sales data massively revised downward
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18 OCT1W AGOWHAT BITCOIN DID
US debt crisis worse than official forecasts
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18 OCT1W AGOWHAT BITCOIN DID
Official US debt projections are wildly optimistic
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18 OCT1W AGOWHAT BITCOIN DID
Preferred equity over convertible debt for Bitcoin companies
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18 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
AI is 1997, not 2000; bubble peak years away
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18 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
5% yields are normal, not punishing
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18 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
Bonds no longer expensive after six years
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17 OCT1W AGOTHE JULIA LA ROCHE SHOW
Home prices to soften 5-10% over three years
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17 OCT1W AGOTHE JULIA LA ROCHE SHOW
Bank of America's low-coupon mortgages a ticking bomb
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEBACOpen in Zortix →
17 OCT1W AGOTHE JULIA LA ROCHE SHOW
Double-digit inflation path already underway
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17 OCT1W AGOTHE POMP PODCAST
AI compute as the inevitable picks-and-shovels trade
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17 OCT1W AGOA16Z PODCAST
Zocdoc as healthcare access infrastructure
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17 OCT1W AGOTHE POMP PODCAST
Anthropic faces growth deceleration from open source
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17 OCT1W AGOTOP TRADERS UNPLUGGED
Bonds lose diversification in high inflation regimes
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17 OCT1W AGOTOP TRADERS UNPLUGGED
Rules-based strategies adapt to changing regimes
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17 OCT1W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Anthropic IPO's valuation and war chest debate
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17 OCT1W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
CoreWeave's debt repricing as a confidence test
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16 OCT2W AGOAFFORD ANYTHING
AI as an existential threat to content media
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16 OCT2W AGOUNCHAINED
Ledger supply chain attack mass-produced and scalable
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16 OCT2W AGOEXCESS RETURNS
Walmart outperformance signals economic stress
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16 OCT2W AGOBARRON'S STREETWISE
Capital One's Discover network a long-term value play
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDECOFVMAOpen in Zortix →
16 OCT2W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Housing crash risk remains low
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16 OCT2W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Seller desperation creates housing buying opportunity
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16 OCT2W AGOEURODOLLAR UNIVERSITY
Bond market rejects inflation narrative
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16 OCT2W AGOPALISADES GOLD RADIO
$150-$200 oil 'baked in the cake'
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND