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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.

1424 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
23 OCT4D AGOPALISADES GOLD RADIO
DASA as Africa's highest-grade uranium deposit
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23 OCT4D AGOPALISADES GOLD RADIO
Playbook shift from 60/40 to hard assets
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23 OCT4D AGOPALISADES GOLD RADIO
Four tailwinds reversing into headwinds
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23 OCT4D AGOPALISADES GOLD RADIO
Gold as sound money and potential revaluation
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23 OCT4D AGOTHE DIVIDEND CAFE
AI's unsatisfying stock returns despite success
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23 OCT4D AGOEXCESS RETURNS
Large cash reserves as sleep-at-night money
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23 OCT4D AGOEXCESS RETURNS
No single optimal portfolio for everyone
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23 OCT4D AGOAFFORD ANYTHING
Most successful founders are self-made
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23 OCT4D AGOAFFORD ANYTHING
Owning a small business as a wealth path
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23 OCT4D AGOAFFORD ANYTHING
Private business ownership as the wealth path
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23 OCT4D AGOAFFORD ANYTHING
Private business ownership as the top wealth path
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23 OCT4D AGOFORWARD GUIDANCE
Crypto in a slow bottoming process
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23 OCT4D AGOEURODOLLAR UNIVERSITY
AI investment boom hits cash flow reality
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23 OCT4D AGOBIGGERPOCKETS REAL ESTATE PODCAST
Phantom cash flow versus real taxable cash flow
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23 OCT4D AGOEURODOLLAR UNIVERSITY
Meta's negative cash flow questions AI financing
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 OCT4D AGOBIGGERPOCKETS REAL ESTATE PODCAST
Portfolio management over individual property cash flow
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23 OCT4D AGOA16Z PODCAST
Amazon's $220B AI capex as AWS runway to $1T
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
23 OCT4D AGOTHE MEB FABER SHOW
Bearish turn on stocks after 17-year bull
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23 OCT4D AGOTHE MEB FABER SHOW
Europe's Japan-like currency devaluation path
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23 OCT4D AGOTHE MEB FABER SHOW
France as Europe's sovereign debt crisis candidate
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23 OCT4D AGOTHE BEST EVER CRE SHOW
Supply drop sets up 2027+ rent growth surge
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23 OCT4D AGOTHE BEST EVER CRE SHOW
Multifamily at 10-year discount in supply-absorbed markets
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23 OCT4D AGOOPTIMAL FINANCE DAILY
Very few investors can beat the index
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23 OCT4D AGOOPTIMAL FINANCE DAILY
Index funds' low costs beat active funds net
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23 OCT4D AGOGOLDMAN SACHS EXCHANGES
Precautionary buying drives oil price surge
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22 OCT5D AGOCNBC FAST MONEY
AI capital constraint questions monetization
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22 OCT5D AGOUNCHAINED
Pay Per Trade's 1000x leverage as a mechanism design experiment
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22 OCT5D AGOUNCHAINED
eMudhra's weak keys a systemic failure
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22 OCT5D AGOTHE POMP PODCAST
Tesla-SpaceX merger a matter of when, not if
SHOWS SPLIT9 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
22 OCT5D AGOWHAT BITCOIN DID
Bitcoin mining's edge: monetizing stranded energy
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND