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.

942 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
19 OCT1W AGOTHE REAL ESTATE GUYS RADIO SHOW
Physical gold as a liquid portfolio hedge
Open in Zortix →
19 OCT1W AGOTHE REAL ESTATE GUYS RADIO SHOW
Physical metals as inflation hedge and value preserver
Open in Zortix →
18 OCT1W AGOEURODOLLAR UNIVERSITY
Retail sales data massively revised downward
Open in Zortix →
18 OCT1W AGOWHAT BITCOIN DID
US debt crisis worse than official forecasts
Open in Zortix →
18 OCT1W AGOWHAT BITCOIN DID
Official US debt projections are wildly optimistic
Open in Zortix →
18 OCT1W AGOWHAT BITCOIN DID
Preferred equity over convertible debt for Bitcoin companies
Open in Zortix →
25 OCT2D AGOEURODOLLAR UNIVERSITY
Historic CCC-IG spread gap must close
Open in Zortix →
25 OCT2D AGOEURODOLLAR UNIVERSITY
IG spread widening as a bridge to equities
Open in Zortix →
25 OCT2D AGOEURODOLLAR UNIVERSITY
Energy shock's disinflationary consequences
Open in Zortix →
25 OCT2D AGOA16Z PODCAST
Specialized AI agents for every job function
Open in Zortix →
25 OCT2D AGOA16Z PODCAST
AI agents unlock demand for tasks never hired for
Open in Zortix →
25 OCT2D AGOA16Z PODCAST
Enterprise as the primary TAM for AI progress
Open in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Shopify's Catalog as AI's clean product data source
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
AI driving operating leverage and margin expansion
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Universal Commerce Protocol protects merchant relationships
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Sidekick's rapid adoption as AI productivity proof
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Shopify's flywheel accelerating with enterprise wins
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Agentic commerce favors high-consideration products
Open in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Intrinsic value up, but stock still overvalued
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Shopify Catalog arms the rebels against Amazon
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Original Shopify pass was a process win
SHOPOpen in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
AI agents as a referral channel, not distributor
Open in Zortix →
24 OCT3D AGOEXCESS RETURNS
AI funding windows must stay open
Open in Zortix →
24 OCT3D AGOEXCESS RETURNS
Apple an AI laggard, hardware headwinds
SHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDEAAPLOpen in Zortix →
24 OCT3D AGOEXCESS RETURNS
Large caps with free cash flow as AI winners
Open in Zortix →
24 OCT3D AGOEXCESS RETURNS
Meta's pivot to AI a bullish courage play
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
24 OCT3D AGOON THE MARGIN
Governments can reclaim massive lost tax revenue
Open in Zortix →
24 OCT3D AGOON THE MARGIN
Regulated operators handicapped by taxes and compliance
Open in Zortix →
24 OCT3D AGOON THE MARGIN
AI and bots are changing the gambling landscape
Open in Zortix →
24 OCT3D AGOTHOUGHTFUL MONEY
Growth-to-value rotation on extreme sector dispersion
Open in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND