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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.

1414 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
20 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
CoreWeave's debt as a concentrated credit risk
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
20 OCT1W AGOBLOOMBERG SURVEILLANCE
Starship as the critical future catalyst
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20 OCT1W AGOTHE TIM FERRISS SHOW
Skepticism on one-size-fits-all back pain cure
ConceptOpen in Zortix →
20 OCT1W AGOWHAT BITCOIN DID
AI scanning uncovers systemic Bitcoin software bugs
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20 OCT1W AGOWHAT BITCOIN DID
Regulating AI models as a threat to free thought
ConceptOpen in Zortix →
20 OCT1W AGOTHOUGHTFUL MONEY
Inflation structurally stuck near 3%
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20 OCT1W AGOTHOUGHTFUL MONEY
Normal bond yields are 5-6% given nominal GDP
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20 OCT1W AGOTHOUGHTFUL MONEY
AI success could mean higher inflation and rates
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20 OCT1W AGOFORWARD GUIDANCE
Barbell allocation: venture and liquid tokens
ConceptOpen in Zortix →
20 OCT1W AGOYET ANOTHER VALUE PODCAST
UK stocks as global businesses at cheap prices
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20 OCT1W AGOYET ANOTHER VALUE PODCAST
UK's cheap global businesses
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20 OCT1W AGOYET ANOTHER VALUE PODCAST
Relisting to the US as more than multiple arbitrage
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20 OCT1W AGOCOMMODITY CULTURE
Hold physical gold and silver as monetary insurance
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20 OCT1W AGOAFFORD ANYTHING
Coast FI reached with $1 million invested
ConceptOpen in Zortix →
20 OCT1W AGOCOMMODITY CULTURE
Gold's next leg up as real rates stay negative
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20 OCT1W AGOAFFORD ANYTHING
Price-to-rent ratio as the buy/rent decider
ConceptOpen in Zortix →
20 OCT1W AGOTHE JULIA LA ROCHE SHOW
Shift toward Treasuries for safety and yield
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20 OCT1W AGOTHE JULIA LA ROCHE SHOW
AI bubble sucking vitality from rest of economy
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20 OCT1W AGOODD LOTS
Perpetual futures are swaps, not futures
ConceptOpen in Zortix →
19 OCT1W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Design as the new code in AI era
ConceptOpen in Zortix →
19 OCT1W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Three paid-off rentals for financial freedom
ConceptOpen in Zortix →
19 OCT1W AGOEURODOLLAR UNIVERSITY
Convenience store cuts signal consumer distress
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19 OCT1W AGOBANKLESS
Reg CTX enables retail spot margin trading
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19 OCT1W AGOBANKLESS
CFTC's new rules aim to federalize crypto exchange regulation
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19 OCT1W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Death as a lens for life's authenticity
ConceptOpen in Zortix →
19 OCT1W AGOBANKLESS
Reg CAM creates federal exchange framework
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19 OCT1W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Deathbed honesty as the only path to truth
ConceptOpen in Zortix →
19 OCT1W AGOA16Z PODCAST
Town's model neutrality as a competitive moat
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19 OCT1W AGOANIMAL SPIRITS
Value and momentum combined smooth rough edges
ConceptOpen in Zortix →
19 OCT1W AGOMACRO MUSINGS WITH DAVID BECKWORTH
Central bank independence needs functional limits
ConceptOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND