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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
24 OCT4D AGOTHE ACQUIRERS PODCAST
Market breadth tilting from AI to value
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24 OCT4D AGOTOP TRADERS UNPLUGGED
Commodity stock-out risk drives parabolic moves
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24 OCT4D AGOTOP TRADERS UNPLUGGED
Trend following's durability against model crowding
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24 OCT4D AGOTHE OPTIONS INSIDER RADIO NETWORK
SVIX short as a successful volatility trade
ORIGINAL IDEAFIRST ON SVIX IN 30 DAYSSVIXOpen in Zortix →
24 OCT4D AGOTHE OPTIONS INSIDER RADIO NETWORK
Weekend volatility exposure via VIX calls
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23 OCT5D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Personal AI agents challenge bank authentication
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23 OCT5D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Technical debt prevents AI defense swarms
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23 OCT5D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI security spend must rise from 4-10%
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23 OCT5D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Compute scarcity dictates AI infrastructure terms
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23 OCT5D AGOMARKETPLACE
AI bubble echoes dot-com era
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23 OCT5D AGOMARKETPLACE
Top 20% of consumers driving spending
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23 OCT5D AGOCNBC FAST MONEY
Corporate credit not yet cheap enough
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23 OCT5D AGOCNBC FAST MONEY
Visa and MasterCard stretched, ripe for a fade
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEVMAOpen in Zortix →
23 OCT5D AGOCNBC FAST MONEY
Fed inaction could push 10-year yield to 5.50%
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23 OCT5D AGOMASTERS IN BUSINESS
US debt fragility as a systemic risk
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23 OCT5D AGOMOTLEY FOOL MONEY
AI revenue to fall short of $3 trillion by 2031
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23 OCT5D AGOMOTLEY FOOL MONEY
Alphabet earnings as a market stabilizer
SHOWS SPLIT19 SHOWS · NOT ALL ON THE SAME SIDEGOOGLOpen in Zortix →
23 OCT5D AGOMOTLEY FOOL MONEY
Meta's Muse as a cost drag before monetization
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 OCT5D AGOMOTLEY FOOL MONEY
Consumer weakness signals are noisy
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23 OCT5D AGOMOTLEY FOOL MONEY
MSCI's stable index business funds AI analytics push
MSCIOpen in Zortix →
23 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
Energy's secular case on scarcity
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23 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
The golden age of stock picking
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23 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
Rates to stay higher for longer
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23 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
AI price collapse vs rising costs
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23 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
Market broken by too much money
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23 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
Semiconductor tactical bounce vs structural decline
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23 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
Slowing AI asset appreciation as 2006 housing signal
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23 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
NVIDIA's earnings as 'pretend make-believe'
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
23 OCT5D AGOPALISADES GOLD RADIO
Experienced local workforce from shuttered mine
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23 OCT5D AGOPALISADES GOLD RADIO
Equity market returns driven by multiple expansion
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND