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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.

990 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
19 OCT1W AGOBLOOMBERG SURVEILLANCE
Semiconductor sector facing deeper pullback
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDESOXXOpen in Zortix →
19 OCT1W AGOBLOOMBERG SURVEILLANCE
Bonds as a growth hedge amid AI wobbles
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19 OCT1W AGOBLOOMBERG SURVEILLANCE
Equity uptrend intact despite choppier path
SHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
19 OCT1W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Live-in flip strategy for tax-free gains
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19 OCT1W AGOBIGGERPOCKETS REAL ESTATE PODCAST
Disciplined search for 15% cash-on-cash returns
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19 OCT1W AGOEURODOLLAR UNIVERSITY
Retail sales strength masked panic buying
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19 OCT1W AGOEURODOLLAR UNIVERSITY
Credit card debt paydown as recession signal
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19 OCT1W AGOBANKLESS
Federal option addresses state license patchwork
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19 OCT1W AGOBANKLESS
Reg CAM creates federal crypto exchange framework
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26 OCT2D AGOPROF G MARKETS
Anthropic's financials mischaracterized
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26 OCT2D AGOPROF G MARKETS
Hyperscalers' spending as a defensive moat
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26 OCT2D AGOPROF G MARKETS
AI bubble concentrated in private markets
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26 OCT2D AGOPROF G MARKETS
SpaceX's business moats vs Tesla's fading story
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26 OCT2D AGOODD LOTS
Uber's shift to rider-driver price discrimination
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEUBEROpen in Zortix →
26 OCT2D AGOTHE TWENTY MINUTE VC
AI demand constrained by long-lead infrastructure
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26 OCT2D AGOTHE TWENTY MINUTE VC
AI implementation economy blends business and tech
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26 OCT2D AGOTHE TWENTY MINUTE VC
AI stack likely to remain horizontally specialized
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26 OCT2D AGOHIDDEN FORCES
AI Capex competes with sovereign debt
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26 OCT2D AGOFINTECH INSIDER PODCAST BY 11:FS
Bank bundling as a high-leverage customer acquisition play
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26 OCT2D AGOHIDDEN FORCES
Unprecedented customer concentration at Anthropic
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25 OCT3D AGOMOTLEY FOOL MONEY
Competition from private market overlooked
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25 OCT3D AGOMOTLEY FOOL MONEY
Track retail sales, PPI for Main Street health
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25 OCT3D AGOTHOUGHTFUL MONEY
Rotation from AI into non-AI stocks
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25 OCT3D AGOTHOUGHTFUL MONEY
Fixed income focused on short-term treasuries
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25 OCT3D AGOTHOUGHTFUL MONEY
Shiller PE gap signals major market turning point
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25 OCT3D AGOTHOUGHTFUL MONEY
Older investors overexposed to equities
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25 OCT3D AGOTHOUGHTFUL MONEY
Data center construction sole economic growth driver
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25 OCT3D AGOMONETARY MATTERS WITH JACK FARLEY
Long Meta, short Google as a paired trade
SHOWS SPLIT22 SHOWS · NOT ALL ON THE SAME SIDEMETAGOOGLOpen in Zortix →
25 OCT3D AGOMONETARY MATTERS WITH JACK FARLEY
Early-stage biopharma assets to lose value
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25 OCT3D AGOMONETARY MATTERS WITH JACK FARLEY
Eli Lilly as a beneficiary of AI commoditization
5 SHOWS AGREE5 SHOWS · SAME SIDELLYOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND