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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.

1561 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
22 OCT5D AGOTHOUGHTFUL MONEY
Housing demand depression worse than 2008
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22 OCT5D AGOTHOUGHTFUL MONEY
Demographic shift to pressure housing demand
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22 OCT5D AGOTHOUGHTFUL MONEY
Agglomeration force pulling demand to legacy cities
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22 OCT5D AGOTHOUGHTFUL MONEY
Housing recession with prices grinding lower
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22 OCT5D AGOEURODOLLAR UNIVERSITY
AI bubble cycle follows human nature script
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22 OCT5D AGOTHE JULIA LA ROCHE SHOW
AI as the only macro force that matters
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22 OCT5D AGOTHE JULIA LA ROCHE SHOW
Agentic compute as the safest AI investment
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22 OCT5D AGOTHE JULIA LA ROCHE SHOW
Crypto as a 100-to-1 long shot for best performance
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22 OCT5D AGOTHE RATIONAL REMINDER PODCAST
Arithmetic average return a flawed performance metric
ConceptOpen in Zortix →
22 OCT5D AGOTHE RATIONAL REMINDER PODCAST
Leveraged ETFs' convexity bonus from daily resets
ConceptOpen in Zortix →
22 OCT5D AGOTHE RATIONAL REMINDER PODCAST
Leveraged ETF break-even return concept
ConceptOpen in Zortix →
22 OCT5D AGOTHE RATIONAL REMINDER PODCAST
Volatility drag multiplicatively reduces leveraged ETF wealth
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22 OCT5D AGOPROF G MARKETS
YouTube's algorithmic model crushing traditional streaming
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22 OCT5D AGOBUSINESS BREAKDOWNS
Affirm as the internet's American Express
ORIGINAL IDEAFIRST ON AFRM IN 30 DAYSAFRMOpen in Zortix →
22 OCT5D AGOODD LOTS
Market socialism as a stable egalitarian model
ConceptOpen in Zortix →
22 OCT5D AGOBUSINESS BREAKDOWNS
Affirm as the internet's American Express
ORIGINAL IDEAFIRST ON AFRM IN 30 DAYSAFRMOpen in Zortix →
22 OCT5D AGOCAPITAL ALLOCATORS
Firm AI automates institutional workflows
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22 OCT5D AGOODD LOTS
Market socialism as a technically possible model
ConceptOpen in Zortix →
22 OCT5D AGOCAPITAL ALLOCATORS
Vertical software's moat in alternative assets
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22 OCT5D AGOTHE TWENTY MINUTE VC
VCs demand trillion-dollar outcomes or nothing
ConceptOpen in Zortix →
22 OCT5D AGOOPTIMAL FINANCE DAILY
Six-step money management framework
ConceptOpen in Zortix →
22 OCT5D AGOTHE ACQUIRERS PODCAST
Rational optimism as the logical long-term stance
ConceptOpen in Zortix →
22 OCT5D AGOTHE OPTIONS INSIDER RADIO NETWORK
Zero DTE options as the top market concern
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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
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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 →
21 OCT6D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Open-weight models to dominate enterprise AI
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21 OCT6D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Quantum threat to encryption by 2030
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21 OCT6D AGOEURODOLLAR UNIVERSITY
Housing depression deepens on labor insecurity
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21 OCT6D AGOCNBC FAST MONEY
Muse as Meta's new platform and future
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND