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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.

4963 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
29 SEP3W AGOTHE KNOWLEDGE PROJECT
Super durable growth companies as core strategy
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29 SEP3W AGOCOMMODITY CULTURE
Secular tailwinds pushing Treasury yields higher
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29 SEP3W AGOTHE JULIA LA ROCHE SHOW
Vulnerable to growth disappointment, short equities
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29 SEP3W AGOTHE JULIA LA ROCHE SHOW
Seventh rate spike may not see a policy V-top
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29 SEP3W AGOPROF G MARKETS
Bond sell-off a mechanical passive flow artifact
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29 SEP3W AGOTHE OPTIONS INSIDER RADIO NETWORK
Call selling dominates expiring options
SHOWS SPLIT17 SHOWS · NOT ALL ON THE SAME SIDEMSFTAMDAMZNOpen in Zortix →
28 SEP3W AGOTHE OPTIONS INSIDER RADIO NETWORK
Collar strategy for high-volatility 'boring' stocks
METAOpen in Zortix →
28 SEP3W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Neko Health's preventative care via data flywheel
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28 SEP3W AGOMOTLEY FOOL MONEY
Red flags for defense tech IPOs and SPACs
BEAGOpen in Zortix →
28 SEP3W AGOTHE POMP PODCAST
Neoprimes disrupting legacy defense primes
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28 SEP3W AGOTHE POMP PODCAST
Scarcity and moats in alternative assets
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28 SEP3W AGOWHAT BITCOIN DID
Bitcoin's institutional adoption hurdles
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28 SEP3W AGOWHAT BITCOIN DID
Policy credibility loss as Bitcoin bull case
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28 SEP3W AGOEURODOLLAR UNIVERSITY
Strong PMI, retail data as panic buying front-run
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28 SEP3W AGOBANKLESS
Bitcoin bear market ended with May high breakout
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28 SEP3W AGOBANKLESS
True alt season requires crisis-driven liquidity surge
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28 SEP3W AGOANIMAL SPIRITS
Autocallable notes as a new income source
ORIGINAL IDEAFIRST ON JELM IN 30 DAYSJELMJELHOpen in Zortix →
28 SEP3W AGOANIMAL SPIRITS
Auto-callable ETFs as insurance underwriting income
ORIGINAL IDEAFIRST ON JELM IN 30 DAYSJELMJELHOpen in Zortix →
28 SEP3W AGOA16Z PODCAST
Jev as a probabilistic programming primitive
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28 SEP3W AGOPROF G MARKETS
YouTube's creator model disrupts traditional streaming
FLIPPEDCHANGED ITS VIEW SINCE SEPTEMBERGOOGLOpen in Zortix →
28 SEP3W AGOPROF G MARKETS
Netflix's structural headwinds despite cheap valuation
SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDENFLXOpen in Zortix →
28 SEP3W AGOPROF G MARKETS
Oura IPO as a wellness luxury play
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28 SEP3W AGOPROF G MARKETS
Data center build-out faces Wall Street skepticism
SHOWS SPLIT17 SHOWS · NOT ALL ON THE SAME SIDEORCLOpen in Zortix →
28 SEP3W AGOTHE BEST EVER CRE SHOW
$455M Chicago portfolio: low cap rate, assumable low-rate debt
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28 SEP3W AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Meta's founder-led resilience as an investment edge
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
28 SEP3W AGOTHE TWENTY MINUTE VC
Higgsfield's $1B ARR in 18 months
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28 SEP3W AGOHIDDEN FORCES
China's structural decline from credit exhaustion
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28 SEP3W AGOHIDDEN FORCES
China's GDP data obscures structural decline
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28 SEP3W AGOFINTECH INSIDER PODCAST BY 11:FS
Ryft targets the scaling platform payments gap
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27 SEP3W AGOTHOUGHTFUL MONEY
Income Factory as a low-volatility wealth builder
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND