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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.

4991 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
18 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
Corporate credit deleveraged, not systemic risk
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18 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
Inflation structurally stuck at 3%
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18 OCT2D AGOMONETARY MATTERS WITH JACK FARLEY
CCC bond stress as idiosyncratic, not a canary
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18 OCT2D AGOPLANET MICROCAP PODCAST
Rising real yields pull capital from stocks
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18 OCT2D AGOPLANET MICROCAP PODCAST
AI questions software switching costs
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17 OCT3D AGOTHOUGHTFUL MONEY
Split Congress as a bullish market catalyst
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17 OCT3D AGOTHOUGHTFUL MONEY
Growth-to-value rotation underway
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17 OCT3D AGOTHOUGHTFUL MONEY
Long-term structural risks warrant hedging
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17 OCT3D AGOEXCESS RETURNS
Regime shift levels the field for value
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17 OCT3D AGOEXCESS RETURNS
Value's headwinds: deflation, low rates, tech disruption
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17 OCT3D AGOEXCESS RETURNS
International value's earnings gap to US has closed
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17 OCT3D AGOEXCESS RETURNS
AI as a capital-intensive picks-and-shovels trade
ORIGINAL IDEAFIRST ON 005930.KS IN 30 DAYS005930.KSOpen in Zortix →
17 OCT3D AGOEXCESS RETURNS
European financials returning excess capital
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17 OCT3D AGOEXCESS RETURNS
Restructuring opportunities in crisis or management change
RR.LOpen in Zortix →
17 OCT3D AGOTHE JULIA LA ROCHE SHOW
Annaly as an income vehicle, not for speculation
ORIGINAL IDEAFIRST ON NLY IN 30 DAYSNLYOpen in Zortix →
17 OCT3D AGOTHE JULIA LA ROCHE SHOW
Fed forced to hike before midterms
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17 OCT3D AGOTHE JULIA LA ROCHE SHOW
AI trade as circular finance heading for reset
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17 OCT3D AGOTHE POMP PODCAST
OpenAI and Anthropic as the AI starter pack
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17 OCT3D AGOTHE POMP PODCAST
Enterprises will still pay for frontier AI models
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17 OCT3D AGOBLOOMBERG SURVEILLANCE
Housing supply deficit as core constraint
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17 OCT3D AGOA16Z PODCAST
Zocdoc's per-booking monetization lowers provider friction
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17 OCT3D AGOBLOOMBERG SURVEILLANCE
Wealth management as Morgan Stanley's profit machine
4 SHOWS AGREE4 SHOWS · SAME SIDEMSOpen in Zortix →
17 OCT3D AGOWSJ WHAT'S NEWS
CoreWeave selloff flags AI debt risk
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
17 OCT3D AGOBLOOMBERG SURVEILLANCE
Real wages negative, pressuring consumers
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17 OCT3D AGOA16Z PODCAST
AI agents as exploding front doors for care
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17 OCT3D AGOTHE POMP PODCAST
Hedge fund industry facing structural disruption from AI
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17 OCT3D AGOCHIT CHAT STOCKS
Homebuilder earnings likely to decline
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17 OCT3D AGOCHIT CHAT STOCKS
Smaller, focused homebuilders over large ones
GRBKMTHOpen in Zortix →
17 OCT3D AGOTHE ACQUIRERS PODCAST
MGM's failed buyout leaves deep value
3 SHOWS AGREE3 SHOWS · SAME SIDEMGMOpen in Zortix →
17 OCT3D AGOTHE ACQUIRERS PODCAST
VICI's 8% yield at 10x cash flow
VICIOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND