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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.

6539 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
16 OCT2W AGOODD LOTS
French political risk repriced on 2027 election
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16 OCT2W AGOPROF G MARKETS
AI data center boom parallels 1873 railroad bubble
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16 OCT2W AGOTHE BEST EVER CRE SHOW
CRE debt costs resetting to 7-8% range
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16 OCT2W AGOTHE BID
Resilience economy as the structural investment theme
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15 OCT2W AGOMARKETPLACE
Indian apparel maker pivots to domestic brand amid trade instability
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15 OCT2W AGOTHE POMP PODCAST
Hut 8 as a misunderstood AI data center play
HUTOpen in Zortix →
15 OCT2W AGOMOTLEY FOOL MONEY
Bending Spoons as a disciplined capital allocator
4 SHOWS AGREE4 SHOWS · SAME SIDEBSPOpen in Zortix →
15 OCT2W AGOTHE DERIVATIVE
Portfolio structured like venture to absorb mistakes
ConceptOpen in Zortix →
15 OCT2W AGOTHE DERIVATIVE
Shorting unsecured bonds for defined-risk alpha
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15 OCT2W AGOTHE OPTIONS INSIDER RADIO NETWORK
Defined outcome ETFs as core portfolio holdings
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15 OCT2W AGOMACROVOICES
Nuclear fuel supply chain as a long-term thesis
LEUOpen in Zortix →
15 OCT2W AGOMACROVOICES
Mass-produced small reactors bypass HALU fuel constraint
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15 OCT2W AGOMACROVOICES
Mass-manufactured nuclear reactors for AI data centers
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15 OCT2W AGOWHAT BITCOIN DID
Bitcoin's scale begets more demand
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15 OCT2W AGOWHAT BITCOIN DID
Bitcoin as a debasement trade amid fiscal dominance
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15 OCT2W AGOTHOUGHTFUL MONEY
Gold as a hedge against fiscal and monetary policy failure
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15 OCT2W AGOTHOUGHTFUL MONEY
New economy can't carry old economy much longer
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15 OCT2W AGOUNCHAINED
Technical talent as a moat is dead
ConceptOpen in Zortix →
15 OCT2W AGOEURODOLLAR UNIVERSITY
CCC junk spreads signal credit cycle downturn
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15 OCT2W AGOCOMMODITY CULTURE
Silver price smash as a wealth transfer
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15 OCT2W AGOTHE RATIONAL REMINDER PODCAST
Know your edge before deviating from the market
ConceptOpen in Zortix →
15 OCT2W AGOODD LOTS
Hyperliquid as a step-function improvement over electronic markets
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15 OCT2W AGOODD LOTS
Hyperliquid's vision to house all finance
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15 OCT2W AGOFINTECH INSIDER PODCAST BY 11:FS
Premium banking is outcome-focused, not product-led
ConceptOpen in Zortix →
15 OCT2W AGOPROF G MARKETS
CoreWeave's debt spiral as AI neocloud canary
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
15 OCT2W AGOTHE TWENTY MINUTE VC
Jev's focus as a defensible AI classifier bet
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15 OCT2W AGOTHE TWENTY MINUTE VC
Anthropic's price cuts as first AI deflation
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15 OCT2W AGOOPTIMAL FINANCE DAILY
Quitting as leverage for better work terms
ConceptOpen in Zortix →
15 OCT2W AGOTHE ACQUIRERS PODCAST
AI as a Dutch Disease for the US economy
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15 OCT2W AGOTHE ACQUIRERS PODCAST
Golfzon case tests new governance rules in real time
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND