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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.

1394 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
26 OCTYESTERDAYTHE BEST EVER CRE SHOW
Repeat investors and own list as S-tier capital source
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26 OCTYESTERDAYTHE TWENTY MINUTE VC
AI as a catalyst for global GDP growth inflection
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26 OCTYESTERDAYTHE TWENTY MINUTE VC
Open vs closed model competition favors commodity
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26 OCTYESTERDAYFINTECH INSIDER PODCAST BY 11:FS
Acorns' acquisition as a customer and data play
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26 OCTYESTERDAYOPTIMAL FINANCE DAILY
Small business as high-potential, high-risk alternative
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26 OCTYESTERDAYFINTECH INSIDER PODCAST BY 11:FS
Human-in-the-loop critical for agentic AI governance
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26 OCTYESTERDAYHIDDEN FORCES
Complexity discount framework for AI beneficiaries
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26 OCTYESTERDAYOPTIMAL FINANCE DAILY
Rental real estate as a hard asset
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26 OCTYESTERDAYOPTIMAL FINANCE DAILY
International stocks as dollar diversification
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26 OCTYESTERDAYHIDDEN FORCES
US headed for Japan-style balance sheet recession
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26 OCTYESTERDAYHIDDEN FORCES
AI Capex masks weak underlying economy
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26 OCTYESTERDAYHIDDEN FORCES
Race dynamic locks in overspending
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26 OCTYESTERDAYHIDDEN FORCES
AI capex spending implies massive revenue need
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26 OCTYESTERDAYHIDDEN FORCES
Model improvement is becoming asymptotic
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25 OCT2D AGOMOTLEY FOOL MONEY
Doctor's offices top private profit industry
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25 OCT2D AGOTHOUGHTFUL MONEY
Energy remains favorite sector but trimming froth
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25 OCT2D AGOTHOUGHTFUL MONEY
S&P 500 could decline 30% or more in 2027
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25 OCT2D AGOTHOUGHTFUL MONEY
AI stock valuations too high, downside steep
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25 OCT2D AGOTHOUGHTFUL MONEY
2027 backdrop poor for cyclical tech stocks
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25 OCT2D AGOTHOUGHTFUL MONEY
Portfolio positioned in non-AI, quality sectors
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25 OCT2D AGOTHOUGHTFUL MONEY
Active management in volatile sectors boosts returns
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25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
Bullish on preclinical CROs like Charles River
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25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
AI hardware trade rotated out of due to reflexivity risk
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25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
AI poses a delayed but real threat to software
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25 OCT2D AGOEURODOLLAR UNIVERSITY
Energy shock's disinflationary consequences
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25 OCT2D AGOEURODOLLAR UNIVERSITY
IG spread widening as a bridge to equities
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25 OCT2D AGOEURODOLLAR UNIVERSITY
Historic CCC-IG spread gap must close
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25 OCT2D AGOWSJ WHAT'S NEWS
Trump shifted GOP stance to protect benefits
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25 OCT2D AGOWSJ WHAT'S NEWS
Democrats' fix: raise or eliminate payroll tax cap
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25 OCT2D AGOWSJ WHAT'S NEWS
Bipartisan deal needed, likely last-minute
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND