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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.

1562 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
23 OCT4D AGOA16Z PODCAST
AI demand is barbelled between labs and enterprises
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23 OCT4D AGOA16Z PODCAST
AI-driven reinvention of all Amazon consumer experiences
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
23 OCT4D AGOTHE MEB FABER SHOW
Tax collections as the true gauge of nominal growth
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23 OCT4D AGOTHE MEB FABER SHOW
Bifurcated economy within the top of the K
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23 OCT4D AGOTHE MEB FABER SHOW
Bearish on U.S. stocks amid tired AI narrative
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23 OCT4D AGOPROF G MARKETS
Business owners are overrepresented in politics
ConceptOpen in Zortix →
23 OCT4D AGOPROF G MARKETS
Pass-through business income drives top 1% rise
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23 OCT4D AGOPROF G MARKETS
Pass-through businesses dominate US business income
ConceptOpen in Zortix →
23 OCT4D AGOPROF G MARKETS
American dream alive in unglamorous business building
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23 OCT4D AGOPROF G MARKETS
Incremental business building sustains the American dream
ConceptOpen in Zortix →
23 OCT4D AGOPROF G MARKETS
Tax code loopholes favor business owners over earners
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23 OCT4D AGOPROF G MARKETS
Pass-through tax loopholes favor business owners
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23 OCT4D AGOPROF G MARKETS
Regulatory barriers protect incumbents, stifle competition
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23 OCT4D AGOTHE BEST EVER CRE SHOW
Deal sourcing requires networking, not passive waiting
ConceptOpen in Zortix →
23 OCT4D AGOCHIT CHAT STOCKS
Meta's AI CapEx as a massive risk
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 OCT4D AGOODD LOTS
Parallels between Industrial Revolution and AI era
ConceptOpen in Zortix →
23 OCT4D AGOODD LOTS
Comparative advantage tested by potato famine
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23 OCT4D AGOTHE BEST EVER CRE SHOW
Class A multifamily trades below replacement cost
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23 OCT4D AGOCHIT CHAT STOCKS
Netflix's financials strong despite watch hour concerns
SHOWS SPLIT14 SHOWS · NOT ALL ON THE SAME SIDENFLXOpen in Zortix →
23 OCT4D AGOCHIT CHAT STOCKS
SpaceX's AI infrastructure spend rivals hyperscalers
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESPCXOpen in Zortix →
23 OCT4D AGOTHE BEST EVER CRE SHOW
Class A multifamily safer in downturn
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23 OCT4D AGOCHIT CHAT STOCKS
CoreWeave's debt-fueled collapse
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
23 OCT4D AGOOPTIMAL FINANCE DAILY
Savings rate trumps return rate for wealth
ConceptOpen in Zortix →
23 OCT4D AGOOPTIMAL FINANCE DAILY
Index funds require minimal time to manage
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23 OCT4D AGOOPTIMAL FINANCE DAILY
Index funds simplify diversification
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23 OCT4D AGOGOLDMAN SACHS EXCHANGES
The case was made that refined products like diesel face severe physical tightness due to Middle East refinery damage and pre-war…
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23 OCT4D AGOGOLDMAN SACHS EXCHANGES
Significant upside risk to European natural gas
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23 OCT4D AGOGOLDMAN SACHS EXCHANGES
US-China competition tightening copper market
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23 OCT4D AGOGOLDMAN SACHS EXCHANGES
$27 risk premium embedded in Brent crude
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23 OCT4D AGOIN GOOD COMPANY WITH NICOLAI TANGEN
Gender gap in AI usage as a productivity risk
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND