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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.

905 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
22 OCT5D AGOTHE DERIVATIVE
Corn demand bearish on export shortfall
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22 OCT5D AGOMACROVOICES
Long JPMorgan, short Deutsche Bank pair trade
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEJPMDBOpen in Zortix →
22 OCT5D AGOMACROVOICES
Global refining capacity crisis threatens products
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22 OCT5D AGOMACROVOICES
MAG7 earnings as S&P 500's fragile support
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22 OCT5D AGOMACROVOICES
Crack spreads to surge, not crude prices
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22 OCT5D AGOMACROVOICES
France's fiscal crisis leaves two painful choices
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22 OCT5D AGOMACROVOICES
Oil's bull trend intact despite front-month consolidation
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22 OCT5D AGOWHAT BITCOIN DID
Sovereign Bitcoin mining using stranded energy
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22 OCT5D AGOWHAT BITCOIN DID
Mining centralization risks from pools and hardware
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22 OCT5D AGOWHAT BITCOIN DID
AI pivot as Bitcoin mining decentralization catalyst
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22 OCT5D AGOWHAT BITCOIN DID
BIP110 controversy cost Ocean nearly half its hash rate
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22 OCT5D AGOWHAT BITCOIN DID
Ocean's mining pool model decentralizes block building
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22 OCT5D AGOWHAT BITCOIN DID
Bitcoin mining's demand-response value to grids
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22 OCT5D AGOBLOOMBERG SURVEILLANCE
Southwest's product enhancements defend pricing
LUVOpen in Zortix →
22 OCT5D AGOBLOOMBERG SURVEILLANCE
AI infrastructure margin normalization risk
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22 OCT5D AGOBLOOMBERG SURVEILLANCE
Semiconductor earnings peak in 2027
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22 OCT5D AGOBLOOMBERG SURVEILLANCE
Credit markets curtail AI ambitions
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22 OCT5D AGOBLOOMBERG SURVEILLANCE
Data center delays curb GDP growth forecasts
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22 OCT5D AGOA16Z PODCAST
AI-driven creative renaissance in media
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22 OCT5D AGOA16Z PODCAST
AI reconfiguring the internet's economic covenant
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22 OCT5D AGOTHOUGHTFUL MONEY
Current homeowner equity is largely phantom
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22 OCT5D AGOTHOUGHTFUL MONEY
Manhattan real estate historically undervalued
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22 OCT5D AGOTHOUGHTFUL MONEY
Florida retirement markets face demographic freight train
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22 OCT5D AGOTHOUGHTFUL MONEY
2027 forecast: price declines in West, gains in Northeast
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22 OCT5D AGOTHOUGHTFUL MONEY
Mortgage rate lock-in narrative has flipped
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22 OCT5D AGOTHOUGHTFUL MONEY
Illinois housing resilient on low supply, stable migration
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22 OCT5D AGOTHOUGHTFUL MONEY
Prices already down double-digits in many markets
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22 OCT5D AGOTHOUGHTFUL MONEY
Housing's financial investment era is over
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22 OCT5D AGOTHOUGHTFUL MONEY
Supply surge in Sunbelt and Western states
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22 OCT5D AGOBLOOMBERG SURVEILLANCE
Bull case for energy on valuation, underinvestment
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND