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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.

1234 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
17 OCT3D AGOTHE POMP PODCAST
CPI irrelevant for making money in AI era
ConceptOpen in Zortix →
17 OCT3D AGOTHE POMP PODCAST
Hedge fund industry facing structural disruption from AI
Open in Zortix →
17 OCT3D AGOTHE POMP PODCAST
OpenAI and Anthropic as the AI starter pack
Open 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 AGOTHE POMP PODCAST
AI as offense, Bitcoin as defense
ConceptOpen in Zortix →
17 OCT3D AGOPROF G MARKETS
Estate tax erosion fuels wealth concentration
ConceptOpen in Zortix →
17 OCT3D AGOCHIT CHAT STOCKS
Homebuilder earnings likely to decline
Open in Zortix →
17 OCT3D AGOCHIT CHAT STOCKS
Smaller, focused homebuilders over large ones
GRBKMTHOpen in Zortix →
17 OCT3D AGOODD LOTS
Digitization as a sleeping beauty discovery engine
ConceptOpen in Zortix →
17 OCT3D AGOODD LOTS
Roman concrete's self-healing properties rediscovered
ConceptOpen in Zortix →
17 OCT3D AGOODD LOTS
Minsky's behavioral economics as a crisis lens
ConceptOpen in Zortix →
17 OCT3D AGOODD LOTS
Cross-disciplinary pluralism uncovers ideas
ConceptOpen 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 →
17 OCT3D AGOOPTIMAL FINANCE DAILY
The FUD marketing tactic labeled and explained
ConceptOpen in Zortix →
17 OCT3D AGOOPTIMAL FINANCE DAILY
Planning and research as defenses against fear spending
ConceptOpen in Zortix →
17 OCT3D AGOTOP TRADERS UNPLUGGED
2024 trend environment is hedged and diversified
Open in Zortix →
17 OCT3D AGOTOP TRADERS UNPLUGGED
Trend as the robust second responder
Open in Zortix →
17 OCT3D AGOTOP TRADERS UNPLUGGED
Investor timing erodes trend's benefits
ConceptOpen in Zortix →
17 OCT3D AGOTOP TRADERS UNPLUGGED
Trend returns are driven by a few big months
Open in Zortix →
17 OCT3D AGOTOP TRADERS UNPLUGGED
Liquid alts and ETFs increase investor timing risk
ConceptOpen in Zortix →
17 OCT3D AGOTOP TRADERS UNPLUGGED
Geopolitical risk foreshadows structural inflation
Open in Zortix →
17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI compute payback period as the critical metric
Open in Zortix →
17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI's deflationary impact on software margins
Open in Zortix →
17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Anthropic's fear-mongering as regulatory capture
Open in Zortix →
17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI model duopoly on compute and revenue
Open in Zortix →
17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Bill Gates' doomerism as a power grab
ConceptOpen in Zortix →
17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Power as the ultimate AI infrastructure moat
Open in Zortix →
17 OCT3D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
CoreWeave's contract structure as a key risk
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
16 OCT4D AGOAFFORD ANYTHING
Revenue-driving activities over hard work
ConceptOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND