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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.

945 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
19 OCT1W AGOTHE REAL ESTATE GUYS RADIO SHOW
Gold-to-silver ratio signals relative value
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19 OCT1W AGOTHE REAL ESTATE GUYS RADIO SHOW
Central banks' gold buying as price driver
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19 OCT1W AGOTHE REAL ESTATE GUYS RADIO SHOW
Silver's structural supply deficit
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19 OCT1W AGOTHE REAL ESTATE GUYS RADIO SHOW
Gold's unique lack of counterparty risk
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18 OCT1W AGOTHE TWENTY MINUTE VC
Vertical agents will capture domain-specific value
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18 OCT1W AGOTHE TWENTY MINUTE VC
Coding agent spend as Anthropic value driver
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18 OCT1W AGOEXCESS RETURNS
U.S. infrastructure is a major, under-owned opportunity
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18 OCT1W AGOEXCESS RETURNS
AI bubble is in earnings growth, not price
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18 OCT1W AGOEXCESS RETURNS
Small caps require a quality screen
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18 OCT1W AGOEXCESS RETURNS
Market breadth deterioration beneath resilient index
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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
Bitcoin treasury companies as a barbell strategy
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18 OCT1W AGOWHAT BITCOIN DID
Bitcoin's dual value: store and censorship resistance
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18 OCT1W AGOWHAT BITCOIN DID
Debt-free Bitcoin treasury model as bear market resilience
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18 OCT1W AGOWHAT BITCOIN DID
Bitcoin wealth concentration as a political target
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18 OCT1W AGOWHAT BITCOIN DID
Need for censorship-resistant fiat-to-Bitcoin exchange
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18 OCT1W AGOWHAT BITCOIN DID
Bitcoin-per-share as key management incentive
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18 OCT1W AGOWHAT BITCOIN DID
Bank failure risk from Treasury price collapse
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18 OCT1W AGOTHOUGHTFUL MONEY
Financial repression as a crisis tool
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18 OCT1W AGOTHOUGHTFUL MONEY
Europe's political disunity as a strategic weakness
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18 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
Effective oil price already at $200/barrel
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18 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
Inflation structurally stuck at 3%
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18 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
CCC bond stress as idiosyncratic, not a canary
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18 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
Corporate credit deleveraged, not systemic risk
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25 OCT3D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Amazon's agent blockade may not be sustainable
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
25 OCT3D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Amazon's ad business threatened by agentic commerce
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZNGOOGLOpen in Zortix →
25 OCT3D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Take rate expansion as a key revenue lever
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT3D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Vibe-coding risk overblown for Shopify
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT3D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Shopify capturing half of US e-commerce growth
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT3D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Muse partnership contrasts with Amazon blockade
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPAMZNOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND