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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.

1063 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
26 OCTYESTERDAYPROF G MARKETS
SpaceX's $2T valuation seen as inflated
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESPCXOpen in Zortix →
26 OCTYESTERDAYCAPITAL ALLOCATORS
Retail capital's structural mismatch in private equity
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26 OCTYESTERDAYCAPITAL ALLOCATORS
Zombie funds as a looming industry problem
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26 OCTYESTERDAYODD LOTS
Algorithmic pricing subverts competition
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26 OCTYESTERDAYODD LOTS
Instacart's personalized pricing experiments
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDECARTOpen in Zortix →
26 OCTYESTERDAYODD LOTS
AI agents as a threat to Amazon's data moat
SHOWS SPLIT20 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
26 OCTYESTERDAYTHE TWENTY MINUTE VC
AI as a catalyst for global GDP growth inflection
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26 OCTYESTERDAYTHE TWENTY MINUTE VC
Open vs closed model competition favors commodity
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26 OCTYESTERDAYHIDDEN FORCES
Complexity discount framework for AI beneficiaries
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26 OCTYESTERDAYHIDDEN FORCES
AI capex spending implies massive revenue need
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26 OCTYESTERDAYHIDDEN FORCES
AI Capex masks weak underlying economy
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26 OCTYESTERDAYHIDDEN FORCES
US headed for Japan-style balance sheet recession
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26 OCTYESTERDAYOPTIMAL FINANCE DAILY
Rental real estate as a hard asset
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26 OCTYESTERDAYOPTIMAL FINANCE DAILY
International stocks as dollar diversification
VXUSOpen in Zortix →
26 OCTYESTERDAYOPTIMAL FINANCE DAILY
Small business as high-potential, high-risk alternative
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26 OCTYESTERDAYHIDDEN FORCES
Race dynamic locks in overspending
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26 OCTYESTERDAYHIDDEN FORCES
Model improvement is becoming asymptotic
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26 OCTYESTERDAYFINTECH INSIDER PODCAST BY 11:FS
Acorns' acquisition as a customer and data play
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25 OCT2D AGOTHOUGHTFUL MONEY
2027 backdrop poor for cyclical tech stocks
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25 OCT2D AGOTHOUGHTFUL MONEY
S&P 500 could decline 30% or more in 2027
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25 OCT2D AGOTHOUGHTFUL MONEY
AI stock valuations too high, downside steep
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25 OCT2D AGOTHOUGHTFUL MONEY
Portfolio positioned in non-AI, quality sectors
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25 OCT2D AGOTHOUGHTFUL MONEY
Energy remains favorite sector but trimming froth
4 SHOWS AGREE4 SHOWS · SAME SIDEXLEOpen in Zortix →
25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
Bullish on preclinical CROs like Charles River
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25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
AI hardware trade rotated out of due to reflexivity risk
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25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
AI poses a delayed but real threat to software
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25 OCT2D AGOEURODOLLAR UNIVERSITY
IG spread widening as a bridge to equities
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25 OCT2D AGOEURODOLLAR UNIVERSITY
Historic CCC-IG spread gap must close
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25 OCT2D AGOEURODOLLAR UNIVERSITY
Energy shock's disinflationary consequences
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25 OCT2D AGOA16Z PODCAST
Enterprise as the primary TAM for AI progress
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND