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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.

1527 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
21 OCT1W AGOIN GOOD COMPANY WITH NICOLAI TANGEN
Chinese AI models as a free-market threat
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21 OCT1W AGOIN GOOD COMPANY WITH NICOLAI TANGEN
AI will radically reduce corporate headcount
ConceptOpen in Zortix →
21 OCT1W AGOIN GOOD COMPANY WITH NICOLAI TANGEN
Agents to flatten and intensify business
ConceptOpen in Zortix →
20 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
VC-credit investor mismatch on AI risk
ConceptOpen in Zortix →
20 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
AI trade not dead, just a growth scare
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20 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
Sell-side sandbagging semiconductor earnings estimates
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20 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
AI model price war and market share shifts
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20 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
Anthropic's IPO as the AI demand pace car
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20 OCT1W AGOMARKETPLACE
Regional banks face loan demand pressure from higher rates
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20 OCT1W AGOTHE TIM FERRISS SHOW
Slow-carb diet's stability for recomposition
ConceptOpen in Zortix →
20 OCT1W AGOTHE TIM FERRISS SHOW
Oryx software trains brain to sharpen near vision
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20 OCT1W AGOTHE TIM FERRISS SHOW
AI as an accelerant of the unimportant
ConceptOpen in Zortix →
20 OCT1W AGOTHE TIM FERRISS SHOW
Rebuilding agency with small daily actions
ConceptOpen in Zortix →
20 OCT1W AGOCNBC FAST MONEY
Netflix guidance miss on ad revenue
SHOWS SPLIT14 SHOWS · NOT ALL ON THE SAME SIDENFLXOpen in Zortix →
20 OCT1W AGOCNBC FAST MONEY
SpaceX's ambitious compute and revenue targets
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESPCXOpen in Zortix →
20 OCT1W AGOCNBC FAST MONEY
Netflix needs breakout hits to reaccelerate growth
NFLXOpen in Zortix →
20 OCT1W AGOCNBC FAST MONEY
Tesla-SpaceX merger probability inches up
SHOWS SPLIT8 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
20 OCT1W AGOTHE COMPOUND AND FRIENDS
Bending Spoons as a modern cigar-butt investor
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20 OCT1W AGOTHE COMPOUND AND FRIENDS
AI bond vigilantes sobering up the market
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20 OCT1W AGOTHE COMPOUND AND FRIENDS
SpaceX's pivot to a data center business
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESPCXOpen in Zortix →
20 OCT1W AGOWSJ WHAT'S NEWS
Energy permitting reform as a counter to China
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20 OCT1W AGOTHE DIVIDEND CAFE
CCC spread widening signals refinancing risk
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20 OCT1W AGOTHE DIVIDEND CAFE
Housing market frozen by rate lock-in
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20 OCT1W AGOTHE POMP PODCAST
Bitcoin's institutional adoption makes it here to stay
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20 OCT1W AGOTHE POMP PODCAST
Moderna short ahead of cancer trial readout
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEMRNAOpen in Zortix →
20 OCT1W AGOTHE POMP PODCAST
Strive's perpetual preferred as a structured arbitrage
ASSTOpen in Zortix →
20 OCT1W AGOTHE POMP PODCAST
AI report summaries as a sentiment edge
ConceptOpen in Zortix →
20 OCT1W AGOTHE POMP PODCAST
Contrarian play on extreme put buying
ConceptOpen in Zortix →
20 OCT1W AGOMOTLEY FOOL MONEY
GE Aerospace's late-cycle earnings peak
GEOpen in Zortix →
20 OCT1W AGOMOTLEY FOOL MONEY
GM's strong quarter masked by peak margin fears
GMOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND