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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.

99 IDEAS · LAST 24H · EVERY ONE LINKED TO ITS SOURCE
19 OCTTODAYANIMAL SPIRITS
AI semiconductor stocks now hitting value screens
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19 OCTTODAYA16Z PODCAST
Walmart could gain from Amazon's agent adversity
SHOWS SPLIT13 SHOWS · NOT ALL ON THE SAME SIDEWMTOpen in Zortix →
19 OCTTODAYCOMMODITY CULTURE
Eastport's portfolio approach diversifies exploration risk
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19 OCTTODAYCOMMODITY CULTURE
Copper's high price warrants consolidation
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19 OCTTODAYA16Z PODCAST
Agent automation kills 'breakage' business models
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19 OCTTODAYCOMMODITY CULTURE
Geopolitical premium for ex-China rare earths
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19 OCTTODAYA16Z PODCAST
Meta's potential agent-data flywheel
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
19 OCTTODAYWSJ WHAT'S NEWS
Outsourcing advanced manufacturing eroded US IP and capability
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19 OCTTODAYWSJ WHAT'S NEWS
China's two-track economy: AI exports boom, domestic woes
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19 OCTTODAYPROF G MARKETS
Dating apps should pivot to community building
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19 OCTTODAYPROF G MARKETS
Bumble rescue signals dating app model failure
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19 OCTTODAYPROF G MARKETS
AI stress contagion from neoclouds to chips
SHOWS SPLIT34 SHOWS · NOT ALL ON THE SAME SIDENVDAAMDINTCOpen in Zortix →
19 OCTTODAYPROF G MARKETS
Anthropic IPO likely delayed or with small float
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19 OCTTODAYCAPITAL ALLOCATORS
Exit criteria: silly price, future risk, better home
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19 OCTTODAYODD LOTS
Perpetual futures democratize hard-to-borrow stock gains
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19 OCTTODAYODD LOTS
Token futures and the 'crunch spread'
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19 OCTTODAYCAPITAL ALLOCATORS
Berkshire's model applied to the middle market
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19 OCTTODAYTHE TWENTY MINUTE VC
AI-driven therapeutics to accelerate drug discovery
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19 OCTTODAYTHE TWENTY MINUTE VC
Embodied AI and robotics at a 2021-like inflection
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19 OCTTODAYTHE TWENTY MINUTE VC
IPO window unlocks in 2026-2027
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19 OCTTODAYHIDDEN FORCES
Houthi attacks complicate U.S. Gulf alliance
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19 OCTTODAYHIDDEN FORCES
U.S.-Israel coordination breaking down post-ceasefire
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19 OCTTODAYHIDDEN FORCES
Iran's economy in horrendous shape from war
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19 OCTTODAYFINTECH INSIDER PODCAST BY 11:FS
UK VC record quarter signals ecosystem maturity
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18 OCTYESTERDAYTHE TWENTY MINUTE VC
Post-training open-weight models for vertical use
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18 OCTYESTERDAYTHE TWENTY MINUTE VC
Inference market massive and durable
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18 OCTYESTERDAYEXCESS RETURNS
S&P 500 is not diversified
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18 OCTYESTERDAYEXCESS RETURNS
Midterm election resolution as a bullish catalyst
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18 OCTYESTERDAYEXCESS RETURNS
Bonds for income, not diversification
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18 OCTYESTERDAYEXCESS RETURNS
Commodities as an inflation hedge extension
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND