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.

1087 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
Structural fiscal deficits fueling a two-speed economy
Open in Zortix →
27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
Fiscal dominance undermines Fed's inflation fight
Open in Zortix →
27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
Permanent capital as an alternative to private equity
Open in Zortix →
27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
S&P 500 faces 30% crash, then flat decade
SHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
Long the bailout via Bitcoin and crypto
Open in Zortix →
27 OCTTODAYWEALTHION - BE FINANCIALLY RESILIENT
AI bubble cracks when Anthropic or OpenAI miss payments
Open in Zortix →
26 OCTYESTERDAYCHIT CHAT STOCKS
Governance structure makes Anthropic uninvestable
Open in Zortix →
26 OCTYESTERDAYCHIT CHAT STOCKS
Anthropic's durable moat is questionable
Open in Zortix →
26 OCTYESTERDAYCNBC FAST MONEY
Anthropic's IPO as a sign of excess
Open in Zortix →
26 OCTYESTERDAYTHE COMPOUND AND FRIENDS
AI security demand is structural, not cyclical
Open in Zortix →
26 OCTYESTERDAYTHE COMPOUND AND FRIENDS
AI shift from security to safety expands CrowdStrike's TAM
CRWDOpen in Zortix →
26 OCTYESTERDAYREAL VISION DAILY BRIEFING
AI buildout not a dot-com bubble
Open in Zortix →
26 OCTYESTERDAYEURODOLLAR UNIVERSITY
Energy shock breaking airlines first
Open in Zortix →
26 OCTYESTERDAYEURODOLLAR UNIVERSITY
Fragile vs resilient economy illusion
Open in Zortix →
26 OCTYESTERDAYBANKLESS
Rising bond yields driven by growth, not fiscal fears
Open in Zortix →
26 OCTYESTERDAYBANKLESS
Bitcoin as a high-octane global liquidity hedge
Open in Zortix →
26 OCTYESTERDAYANIMAL SPIRITS
Capped upside ETFs as annuity alternative
CPSOOpen in Zortix →
26 OCTYESTERDAYPROF G MARKETS
Meta as the AI trade with unmatched distribution
SHOWS SPLIT21 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
26 OCTYESTERDAYPROF G MARKETS
Tesla-SpaceX merger as a governance and valuation trap
SHOWS SPLIT9 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
26 OCTYESTERDAYPROF G MARKETS
Elon Musk faces intense political and legal scrutiny
Open in Zortix →
26 OCTYESTERDAYCAPITAL ALLOCATORS
Continuation vehicles as a conflicted exit path
Open in Zortix →
26 OCTYESTERDAYFINTECH INSIDER PODCAST BY 11:FS
AI-powered OS for small business pain points
Open in Zortix →
26 OCTYESTERDAYHIDDEN FORCES
AI capex cycle uniquely dangerous
Open in Zortix →
26 OCTYESTERDAYHIDDEN FORCES
Frontier AI models face extreme margin pressure
Open in Zortix →
25 OCT2D AGOTHOUGHTFUL MONEY
Precious metals: high-quality core, dynamic periphery
Open in Zortix →
25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
Charles River Labs as a high-conviction long
CRLOpen in Zortix →
25 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
AI commoditizes drug design, experiments are the bottleneck
Open in Zortix →
25 OCT2D AGOEURODOLLAR UNIVERSITY
Credit stress moving up the quality ladder
Open in Zortix →
25 OCT2D AGOA16Z PODCAST
AI agents give startups unprecedented leverage
Open in Zortix →
25 OCT2D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Valuation obscene at 112 times operating profits
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDESHOPOpen in Zortix →
Next →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND