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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.

6324 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
2 OCT3W AGOEURODOLLAR UNIVERSITY
September cubed effect drives Treasury sell-off
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2 OCT3W AGOTHE DIVIDEND CAFE
Hightower acquisition preserves Bahnsen Group autonomy
ConceptOpen in Zortix →
2 OCT3W AGOUNCHAINED
Kalshi's perps volume was cooked
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2 OCT3W AGOUNCHAINED
NEAR Shield's censorship as a value choice
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2 OCT3W AGOBARRON'S STREETWISE
Bonds as portfolio insurance against job loss
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2 OCT3W AGOBANKLESS
Bitcoin breaks bearish market structure
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2 OCT3W AGOBANKLESS
Ethereum's shift to cryptographic world computer
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2 OCT3W AGOCOMMODITY CULTURE
Silver as a long-term money replacement
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2 OCT3W AGOWSJ WHAT'S NEWS
Carney's mandate to fast-track Canadian infrastructure
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2 OCT3W AGOA16Z PODCAST
AI-native startups own the end-to-end job
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2 OCT3W AGOCOMMODITY CULTURE
Osmium as a scarce, high-value tangible asset
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2 OCT3W AGOTHE MEB FABER SHOW
SYLD's systematic value and yield process
SYLDOpen in Zortix →
2 OCT3W AGOTHE MEB FABER SHOW
Shareholder yield: dividends plus buybacks
ConceptOpen in Zortix →
2 OCT3W AGOPROF G MARKETS
Anthropic and OpenAI as systemic concentration risk
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2 OCT3W AGOPROF G MARKETS
FICO short on monopoly greed and regulatory backlash
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEFICOOpen in Zortix →
2 OCT3W AGOODD LOTS
Airlines' natural long oil via fuel surcharges
ConceptOpen in Zortix →
2 OCT3W AGOCHIT CHAT STOCKS
Nike's China strategy failure and growth collapse
SHOWS SPLIT12 SHOWS · NOT ALL ON THE SAME SIDENKEOpen in Zortix →
2 OCT3W AGOTHE TIM FERRISS SHOW
The endowment effect overvalues what we own
ConceptOpen in Zortix →
2 OCT3W AGOTHE TIM FERRISS SHOW
Mindful decoupling to create space for new growth
ConceptOpen in Zortix →
1 OCT3W AGOUNCHAINED
Anthropic IPO as a return to risky public market bets
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1 OCT3W AGOUNCHAINED
Vitalik's essay as most bullish Ethereum read
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1 OCT3W AGOUNCHAINED
THORChain's hypocrisy on censorship
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1 OCT3W AGOTHE POMP PODCAST
Sovereign AI as a major trend, not a duopoly
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1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
Anthropic's 2025 financials worse than OpenAI
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1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
AI bubble pop risks a tech depression
SHOWS SPLIT34 SHOWS · NOT ALL ON THE SAME SIDENVDAARMOpen in Zortix →
1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
AI build-out faces a capital exhaustion crisis
SHOWS SPLIT34 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
$518B compute commitments create massive counterparty risk
SHOWS SPLIT17 SHOWS · NOT ALL ON THE SAME SIDEMSFTGOOGLAMZNOpen in Zortix →
1 OCT3W AGOMONETARY MATTERS WITH JACK FARLEY
CoreWeave's debt costs are usurious and unsustainable
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1 OCT3W AGOUNCHAINED
Trump family corruption dwarfs Biden allegations
ConceptOpen in Zortix →
1 OCT3W AGOMACROVOICES
Hedge broad equity correction with SPX puts
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND