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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.

993 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
20 OCT1W AGOTHE JULIA LA ROCHE SHOW
Credit strains in AI's weakest links
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20 OCT1W AGOTHE JULIA LA ROCHE SHOW
Fed tightening into a flat curve is dangerous
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20 OCT1W AGOTHE JULIA LA ROCHE SHOW
Recession odds above 50% for 2027
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20 OCT1W AGOA16Z PODCAST
General AI models trained for healthcare
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20 OCT1W AGOA16Z PODCAST
AI compresses clinical guideline adoption from years to days
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20 OCT1W AGOA16Z PODCAST
AI's role is enabling partners, not replacing care
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20 OCT1W AGOA16Z PODCAST
Cost of medical intelligence plummeting
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20 OCT1W AGOA16Z PODCAST
OpenAI's Epic integration tackles healthcare fragmentation
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20 OCT1W AGOPROF G MARKETS
Anthropic IPO as a critical data point for AI returns
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20 OCT1W AGOPROF G MARKETS
CoreWeave credit fears ring-fenced from broader tech
CRWVOpen in Zortix →
20 OCT1W AGOPROF G MARKETS
AI bubble risks concentrated in private markets
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20 OCT1W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
High-excitement, low-trust era for tech
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20 OCT1W AGOODD LOTS
Hyperliquid violates US law on market access
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20 OCT1W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
AI agents shift software from monitoring to doing
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20 OCT1W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Market now favors high-growth over high-margin SaaS
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20 OCT1W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Vanta's platform expansion into security
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19 OCT1W AGOCNBC FAST MONEY
Amazon's AWS reacceleration and margin story
SHOWS SPLIT18 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
19 OCT1W AGOCNBC FAST MONEY
Housing's GDP weight contracting
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19 OCT1W AGOCNBC FAST MONEY
Middle East conflict escalation risk post-election
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19 OCT1W AGOCNBC FAST MONEY
Coreweave's credit overhang versus fundamentals
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
19 OCT1W AGOWSJ WHAT'S NEWS
Luxury housing resilient to high rates
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19 OCT1W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
SaaS apocalypse thesis is nuanced
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19 OCT1W AGOMOTLEY FOOL MONEY
Open-source AI's threat to pricing power
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19 OCT1W AGOTHE OPTIONS INSIDER RADIO NETWORK
Cleveland-Cliffs earnings surge sparks short-term call roll
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19 OCT1W AGOTHE OPTIONS INSIDER RADIO NETWORK
AI build-out as debt-financed GPU capex
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19 OCT1W AGOREAL VISION DAILY BRIEFING
Liquidity surge from Treasury issuance shortfall
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19 OCT1W AGOREAL VISION DAILY BRIEFING
Security software and server makers as June trades
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19 OCT1W AGOBLOOMBERG SURVEILLANCE
Corporate credit spreads as the key equity driver
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19 OCT1W AGOBLOOMBERG SURVEILLANCE
Credit market liquidity risk from compute sell-off
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19 OCT1W AGOTHE MEB FABER SHOW
Long-term gold bull case on reserve asset diversification
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEGLDOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND