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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.

4885 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
19 OCTTODAYEURODOLLAR UNIVERSITY
Convenience store cuts signal consumer distress
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19 OCTTODAYBANKLESS
Reg CAM creates federal exchange framework
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19 OCTTODAYBANKLESS
CFTC's new rules aim to federalize crypto exchange regulation
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19 OCTTODAYBANKLESS
Reg CTX enables retail spot margin trading
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19 OCTTODAYA16Z PODCAST
Town's model neutrality as a competitive moat
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19 OCTTODAYPROF G MARKETS
Private AI valuations face public market reckoning
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19 OCTTODAYTHE TWENTY MINUTE VC
Anthropic as a capital-intensive hyperscaler bet
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19 OCTTODAYTHE TWENTY MINUTE VC
AI as a market bigger than oil
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19 OCTTODAYHIDDEN FORCES
Iran's Strait of Hormuz leverage pressures global economy
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19 OCTTODAYFINTECH INSIDER PODCAST BY 11:FS
AML fines as a cost of doing business
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18 OCTYESTERDAYEURODOLLAR UNIVERSITY
Retail sales data massively revised downward
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18 OCTYESTERDAYWHAT BITCOIN DID
US debt crisis worse than official forecasts
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18 OCTYESTERDAYWHAT BITCOIN DID
Preferred equity over convertible debt for Bitcoin companies
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18 OCTYESTERDAYWHAT BITCOIN DID
Official US debt projections are wildly optimistic
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18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
Bonds no longer expensive after six years
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18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
5% yields are normal, not punishing
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18 OCTYESTERDAYMONETARY MATTERS WITH JACK FARLEY
AI is 1997, not 2000; bubble peak years away
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17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Double-digit inflation path already underway
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17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Bank of America's low-coupon mortgages a ticking bomb
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEBACOpen in Zortix →
17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Home prices to soften 5-10% over three years
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17 OCT2D AGOA16Z PODCAST
Zocdoc as healthcare access infrastructure
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17 OCT2D AGOTHE POMP PODCAST
Anthropic faces growth deceleration from open source
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17 OCT2D AGOTHE POMP PODCAST
AI compute as the inevitable picks-and-shovels trade
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17 OCT2D AGOTOP TRADERS UNPLUGGED
Bonds lose diversification in high inflation regimes
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17 OCT2D AGOTOP TRADERS UNPLUGGED
Rules-based strategies adapt to changing regimes
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17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
CoreWeave's debt repricing as a confidence test
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17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Anthropic IPO's valuation and war chest debate
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16 OCT3D AGOUNCHAINED
Ledger supply chain attack mass-produced and scalable
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16 OCT3D AGOEXCESS RETURNS
Walmart outperformance signals economic stress
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16 OCT3D AGOBARRON'S STREETWISE
Capital One's Discover network a long-term value play
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDECOFVMAOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND