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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.

4465 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
12 OCT2W AGOANIMAL SPIRITS
AI debt bubble as the next recession cause
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12 OCT2W AGOTHE BEST EVER CRE SHOW
Conservative multifamily deals for easier capital raising
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12 OCT2W AGOHIDDEN FORCES
Bonds now attractive after six-year bearish stance
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12 OCT2W AGOFINTECH INSIDER PODCAST BY 11:FS
Open banking unlocks credit for the invisible
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11 OCT2W AGOTHOUGHTFUL MONEY
Stocks overdue for material correction
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11 OCT2W AGOTHOUGHTFUL MONEY
Canadian housing prices have more downside
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11 OCT2W AGOEXCESS RETURNS
Indexing as a risky momentum amplifier
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11 OCT2W AGOEXCESS RETURNS
AI value capture: builders vs users
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11 OCT2W AGOEURODOLLAR UNIVERSITY
Iron as a broad indicator of weakening demand
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11 OCT2W AGOEURODOLLAR UNIVERSITY
Consumer credit split signals regime change
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10 OCT2W AGOTHOUGHTFUL MONEY
Bonds as portfolio ballast for income and safety
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10 OCT2W AGOSMARTERMARKETS
Nuclear power's return as the pragmatic decarbonization path
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10 OCT2W AGOTHE POMP PODCAST
Bitcoin as the toll collector of the AI agent economy
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10 OCT2W AGOTHE JULIA LA ROCHE SHOW
Federal deficit pushing long-term yields higher
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10 OCT2W AGOTHE BUSINESS BREW
Caspi's founder-led, customer-centric super app
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10 OCT2W AGOTHE BUSINESS BREW
Jet2's package holiday model as resilient
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10 OCT2W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI and superintelligence as deflationary solution
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9 OCT3W AGOAFFORD ANYTHING
JCPenney transformation failed on leadership
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9 OCT3W AGOBLOOMBERG SURVEILLANCE
Delta's premium and loyalty strategy offsets fuel costs
DALOpen in Zortix →
9 OCT3W AGOBARRON'S STREETWISE
Shopify's merchant-aligned model and AI catalog advantage
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
9 OCT3W AGOBARRON'S STREETWISE
TSMC's monopoly on extreme chip complexity
TSMOpen in Zortix →
9 OCT3W AGOGOLDMAN SACHS EXCHANGES: THE MARKETS
U.S. mega-cap tech as AI spend harvesters
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9 OCT3W AGOGOLDMAN SACHS EXCHANGES: THE MARKETS
German fiscal spend beneficiaries undervalued
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9 OCT3W AGOBANKLESS
AI as a near-term threat to crypto cryptography
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9 OCT3W AGOPALISADES GOLD RADIO
Final equity melt-up to S&P 10,000
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9 OCT3W AGOTHE COMPOUND AND FRIENDS
The 60/20/20 portfolio for a changing correlation regime
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9 OCT3W AGOA16Z PODCAST
VMware-like abstraction for AI agent management
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9 OCT3W AGOTHE COMPOUND AND FRIENDS
Stealth correction driven by rising rates
SHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
9 OCT3W AGOPROF G MARKETS
LLM scaling bet unlikely to pay off
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9 OCT3W AGOPROF G MARKETS
AI chatbots pose acute mental health risk to children
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND