Zortix
Ask Zortix…⌘K
Get the digest
The attributed archive

Ideas

Every idea extracted from finance podcasts, filterable by window, depth and type — ordered by how thoroughly each one was argued, not by date.

1013 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
22 OCT5D AGOPROF G MARKETS
YouTube's algorithmic model crushing traditional streaming
Open in Zortix →
22 OCT5D AGOCAPITAL ALLOCATORS
Firm AI automates institutional workflows
Open in Zortix →
22 OCT5D AGOBUSINESS BREAKDOWNS
Affirm as the internet's American Express
AFRMOpen in Zortix →
22 OCT5D AGOBUSINESS BREAKDOWNS
Affirm as the internet's American Express
AFRMOpen in Zortix →
22 OCT5D AGOCAPITAL ALLOCATORS
Vertical software's moat in alternative assets
Open in Zortix →
22 OCT5D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
GE Aerospace's aftermarket as the profit engine
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEGEOpen in Zortix →
22 OCT5D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
GE Aerospace as the pinnacle of aviation quality
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEGEOpen in Zortix →
22 OCT5D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Valuation hinges on a premium exit multiple
GEOpen in Zortix →
21 OCT6D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Quantum threat to encryption by 2030
Open in Zortix →
21 OCT6D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Open-weight models to dominate enterprise AI
Open in Zortix →
21 OCT6D AGOEURODOLLAR UNIVERSITY
Housing depression deepens on labor insecurity
Open in Zortix →
21 OCT6D AGOCNBC FAST MONEY
Muse as Meta's new platform and future
SHOWS SPLIT22 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
21 OCT6D AGOMONEY FOR THE REST OF US
Market direction hinges on profit margin trajectory
Open in Zortix →
21 OCT6D AGOMONEY FOR THE REST OF US
Record profit margins driving earnings and valuations
Open in Zortix →
21 OCT6D AGOEXCESS RETURNS
Index inclusion creates a forced, lucrative bid
Open in Zortix →
21 OCT6D AGOEXCESS RETURNS
RACWI's fundamental momentum beats price momentum
Open in Zortix →
21 OCT6D AGOBIGGERPOCKETS REAL ESTATE PODCAST
Hotel-to-housing conversions favored for suite-style layouts
Open in Zortix →
21 OCT6D AGOPALISADES GOLD RADIO
Diesel crack spreads at unprecedented levels
Open in Zortix →
21 OCT6D AGOA16Z PODCAST
Document processing as AI's missing infrastructure
Open in Zortix →
21 OCT6D AGOPROF G MARKETS
France's bond-protest doom loop
Open in Zortix →
21 OCT6D AGOCHIT CHAT STOCKS
GEICO as a massive career compounder
Open in Zortix →
21 OCT6D AGOTOP TRADERS UNPLUGGED
Japan's industrial consolidation as equity catalyst
Open in Zortix →
21 OCT6D AGOIN GOOD COMPANY WITH NICOLAI TANGEN
Europe's systemic failure in AI innovation
Open in Zortix →
20 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
CoreWeave's debt as a concentrated credit risk
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
20 OCT1W AGOBLOOMBERG SURVEILLANCE
Starship as the critical future catalyst
Open in Zortix →
20 OCT1W AGOWHAT BITCOIN DID
AI scanning uncovers systemic Bitcoin software bugs
Open in Zortix →
20 OCT1W AGOTHOUGHTFUL MONEY
Inflation structurally stuck near 3%
Open in Zortix →
20 OCT1W AGOTHOUGHTFUL MONEY
Normal bond yields are 5-6% given nominal GDP
Open in Zortix →
20 OCT1W AGOTHOUGHTFUL MONEY
AI success could mean higher inflation and rates
Open in Zortix →
20 OCT1W AGOYET ANOTHER VALUE PODCAST
Relisting to the US as more than multiple arbitrage
Open in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND