Zortix
Ask Zortix…⌘KSign in
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.

4929 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
9 OCT1W AGOPROF G MARKETS
LLM scaling bet unlikely to pay off
Open in Zortix →
9 OCT1W AGOTHE BEST EVER CRE SHOW
Manufactured housing's supply-demand imbalance
Open in Zortix →
9 OCT1W AGOTHE BEST EVER CRE SHOW
Manufactured housing's supply-demand tailwind
Open in Zortix →
8 OCT2W AGOTHE POMP PODCAST
Bitcoin's $300K target on global M2 expansion
Open in Zortix →
8 OCT2W AGOTHE POMP PODCAST
AI and tokenization to disrupt wealth management
Open in Zortix →
8 OCT2W AGOMACROVOICES
Bearish CAD vs USD as a dollar strength expression
Open in Zortix →
8 OCT2W AGOMACROVOICES
Fed-Treasury coordination as a new regime
Open in Zortix →
8 OCT2W AGOEXCESS RETURNS
Secular bull market intact despite narrow breadth
SHOWS SPLIT19 SHOWS · NOT ALL ON THE SAME SIDESPYQQQOpen in Zortix →
8 OCT2W AGOEXCESS RETURNS
BNAV ETF as a tactical Bitcoin alternative
BNAVOpen in Zortix →
8 OCT2W AGOTHOUGHTFUL MONEY
AI trade in a bubble with poor market breadth
Open in Zortix →
8 OCT2W AGOMONETARY MATTERS WITH JACK FARLEY
Semiconductor cycle peak not yet in sight
Open in Zortix →
8 OCT2W AGOMONETARY MATTERS WITH JACK FARLEY
HBM-driven memory squeeze is structurally new
Open in Zortix →
8 OCT2W AGOMONETARY MATTERS WITH JACK FARLEY
WFE spending path to $300B-plus by decade end
Open in Zortix →
8 OCT2W AGOPALISADES GOLD RADIO
Three-tier mining portfolio framework
Open in Zortix →
8 OCT2W AGOCOMMODITY CULTURE
PTX Metals' multi-metal W2 project as undervalued asset
Open in Zortix →
8 OCT2W AGOTHE JULIA LA ROCHE SHOW
Debt crisis likely within two years
Open in Zortix →
8 OCT2W AGOTHE RATIONAL REMINDER PODCAST
Single-stock leveraged ETFs are 'slop'
Open in Zortix →
8 OCT2W AGOODD LOTS
German industrial decline from China shock
Open in Zortix →
8 OCT2W AGOTHE ACQUIRERS PODCAST
VC spatial sorting in AI
Open in Zortix →
8 OCT2W AGOFINTECH INSIDER PODCAST BY 11:FS
Coherent intelligence layer as a bank imperative
Open in Zortix →
8 OCT2W AGOFINTECH INSIDER PODCAST BY 11:FS
AI assistants as a primary relationship threat to banks
Open in Zortix →
8 OCT2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Chinese property bust hits aspirational luxury
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEMC.PAOpen in Zortix →
7 OCT2W AGOTHE POMP PODCAST
Bitcoin as the ultimate sovereign exit tool
Open in Zortix →
7 OCT2W AGOTHOUGHTFUL MONEY
Higher yields to cause a market crack
Open in Zortix →
7 OCT2W AGOBLOOMBERG SURVEILLANCE
Market reassessing a higher neutral rate
Open in Zortix →
7 OCT2W AGOEXCESS RETURNS
AI infrastructure ripples to industrial small caps
Open in Zortix →
7 OCT2W AGOA16Z PODCAST
Valon's full-stack rebuild as the only viable path
Open in Zortix →
7 OCT2W AGOA16Z PODCAST
Valon's OS as the mortgage servicing AI platform
Open in Zortix →
7 OCT2W AGOPROF G MARKETS
Earnings growth offsets high yields for S&P
SHOWS SPLIT19 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
7 OCT2W AGOCHIT CHAT STOCKS
Rollins' 50% drawdown as a fallen angel opportunity
ORIGINAL IDEAFIRST ON ROL IN 30 DAYSROLOpen in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND