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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.

4955 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
3 OCT2W AGOEXCESS RETURNS
Refinery crack spreads signal structural inflation
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3 OCT2W AGOTHOUGHTFUL MONEY
Bonds as a gift for locking in high real yields
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3 OCT2W AGOSMARTERMARKETS
Compliance markets roaring back, driving demand
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3 OCT2W AGOTHE JULIA LA ROCHE SHOW
Long energy, short financials as the macro trade
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3 OCT2W AGOA16Z PODCAST
Neurodiverse AI systems for safety and cost
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3 OCT2W AGOTHE POMP PODCAST
Macro doomers wrong on rates and economy
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3 OCT2W AGOA16Z PODCAST
Neurodiversity as an AI moat against model lock-in
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2 OCT3W AGOTOP TRADERS UNPLUGGED
AI-driven earnings growth is a fragile accounting bubble
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2 OCT3W AGOTOP TRADERS UNPLUGGED
Structural inflation worse than 1960s-70s
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2 OCT3W AGOTOP TRADERS UNPLUGGED
Treasury crisis as catalyst for policy pivot
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2 OCT3W AGOTOP TRADERS UNPLUGGED
Bond yield surge driven by multiple structural forces
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2 OCT3W AGOAFFORD ANYTHING
US debt and deficit require shared sacrifice
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2 OCT3W AGOMASTERS IN BUSINESS
Schwab's core portfolio philosophy: transparency, access, low cost
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2 OCT3W AGOEURODOLLAR UNIVERSITY
September cubed effect drives Treasury sell-off
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2 OCT3W AGOUNCHAINED
NEAR Shield's censorship as a value choice
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2 OCT3W AGOUNCHAINED
Kalshi's perps volume was cooked
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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 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 AGOCOMMODITY CULTURE
Silver as a long-term money replacement
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2 OCT3W AGOTHE MEB FABER SHOW
SYLD's systematic value and yield process
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2 OCT3W AGOPROF G MARKETS
FICO short on monopoly greed and regulatory backlash
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2 OCT3W AGOPROF G MARKETS
Anthropic and OpenAI as systemic concentration risk
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2 OCT3W AGOCHIT CHAT STOCKS
Nike's China strategy failure and growth collapse
SHOWS SPLIT12 SHOWS · NOT ALL ON THE SAME SIDENKEOpen in Zortix →
1 OCT3W AGOUNCHAINED
THORChain's hypocrisy on censorship
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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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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND