Zortix
Ask Zortix…⌘K
Get the digest
The attributed archive

Ideas

Every idea extracted from finance podcasts, filterable by window, depth and type — ordered by how thoroughly each one was argued, not by date.

970 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
20 OCT1W AGOTHE COMPOUND AND FRIENDS
AI bond vigilantes sobering up the market
Open in Zortix →
20 OCT1W AGOTHE COMPOUND AND FRIENDS
Bending Spoons as a modern cigar-butt investor
Open in Zortix →
20 OCT1W AGOTHE COMPOUND AND FRIENDS
SpaceX's pivot to a data center business
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESPCXOpen in Zortix →
20 OCT1W AGOWSJ WHAT'S NEWS
Energy permitting reform as a counter to China
Open in Zortix →
20 OCT1W AGOTHE DIVIDEND CAFE
Housing market frozen by rate lock-in
Open in Zortix →
20 OCT1W AGOTHE DIVIDEND CAFE
CCC spread widening signals refinancing risk
Open in Zortix →
20 OCT1W AGOTHE POMP PODCAST
Strive's perpetual preferred as a structured arbitrage
ASSTOpen in Zortix →
20 OCT1W AGOMOTLEY FOOL MONEY
GM's strong quarter masked by peak margin fears
GMOpen in Zortix →
20 OCT1W AGOMOTLEY FOOL MONEY
GE Aerospace's late-cycle earnings peak
GEOpen in Zortix →
20 OCT1W AGOTHE POMP PODCAST
Moderna short ahead of cancer trial readout
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEMRNAOpen in Zortix →
20 OCT1W AGOTHE POMP PODCAST
Bitcoin's institutional adoption makes it here to stay
Open in Zortix →
20 OCT1W AGOWHAT BITCOIN DID
Bitcoin Core and libsecp256k1 remain resilient
Open in Zortix →
20 OCT1W AGOWHAT BITCOIN DID
Open-weight AI models as a geopolitical strategic asset
Open in Zortix →
20 OCT1W AGOWHAT BITCOIN DID
Multi-sig and collaborative custody for normal users
Open in Zortix →
20 OCT1W AGOWHAT BITCOIN DID
Coldcard hack as a systemic entropy failure
Open in Zortix →
20 OCT1W AGOWHAT BITCOIN DID
AI guardrails as an IP protection racket
Open in Zortix →
20 OCT1W AGOBLOOMBERG SURVEILLANCE
AI cycle maturing, shifting to quality
Open in Zortix →
20 OCT1W AGOBLOOMBERG SURVEILLANCE
Canada as a stable AI infrastructure alternative
Open in Zortix →
20 OCT1W AGOBLOOMBERG SURVEILLANCE
Democratic sweep risks AI data center regulation
Open in Zortix →
20 OCT1W AGOTHOUGHTFUL MONEY
AI agents threaten bank deposit business model
Open in Zortix →
20 OCT1W AGOTHOUGHTFUL MONEY
AI success risk is creative destruction, not failure
Open in Zortix →
20 OCT1W AGOTHOUGHTFUL MONEY
Government deficits are inflationary, support higher yields
Open in Zortix →
20 OCT1W AGOTHOUGHTFUL MONEY
Two distinct US stock markets: AI vs non-AI
Open in Zortix →
20 OCT1W AGOTHOUGHTFUL MONEY
Bonds offer 5% yield with low loss risk
Open in Zortix →
27 OCTYESTERDAYBLOOMBERG SURVEILLANCE
Structural inflation complicates Fed policy
Open in Zortix →
27 OCTYESTERDAYBLOOMBERG SURVEILLANCE
Europe's growth buffer lacking versus US
Open in Zortix →
27 OCTYESTERDAYTHE JULIA LA ROCHE SHOW
Fed's tightening bias due to oil supply shock
Open in Zortix →
27 OCTYESTERDAYCOMMODITY CULTURE
Physical demand can break fractional-reserve paper market
Open in Zortix →
27 OCTYESTERDAYTHE JULIA LA ROCHE SHOW
Scarce reserve system as necessary Fed reform
Open in Zortix →
27 OCTYESTERDAYTHE JULIA LA ROCHE SHOW
Four types of gold buyers drive the market
Open in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND