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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.

879 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
14 OCT6D AGOMONEY FOR THE REST OF US
Shiller CAPE at 40.7 signals flat real returns
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14 OCT6D AGOBLOOMBERG SURVEILLANCE
Semiconductor margin expansion faces sustainability test
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14 OCT6D AGOBLOOMBERG SURVEILLANCE
Houthi attacks shift cost curve of modern warfare
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14 OCT6D AGOBLOOMBERG SURVEILLANCE
Fed's 'two hikes and hope' strategy for inflation
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14 OCT6D AGOYET ANOTHER VALUE PODCAST
Index gains mask broad market despondency
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14 OCT6D AGOYET ANOTHER VALUE PODCAST
Starbucks-Chipotle merger driven by one CEO
SBUXCMGOpen in Zortix →
14 OCT6D AGOYET ANOTHER VALUE PODCAST
AI as a tangential value unlock for legacy assets
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14 OCT6D AGOYET ANOTHER VALUE PODCAST
Monopoly pricing power invites unexpected competition
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEFICOIMAXOpen in Zortix →
14 OCT6D AGOEURODOLLAR UNIVERSITY
Paul Tudor Jones shorting market in 2027
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14 OCT6D AGOTHOUGHTFUL MONEY
AI stock sell-off as recession catalyst
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14 OCT6D AGOTHOUGHTFUL MONEY
Hot economy as debt management strategy
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14 OCT6D AGOBLOOMBERG SURVEILLANCE
Goods inflation structurally higher post-deglobalization
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14 OCT6D AGOBLOOMBERG SURVEILLANCE
Latin America's political shift as a tailwind
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14 OCT6D AGOBLOOMBERG SURVEILLANCE
Allocation to bonds and hard assets
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14 OCT6D AGOBLOOMBERG SURVEILLANCE
Inflation settling in a 2-2.5% range
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14 OCT6D AGOBLOOMBERG SURVEILLANCE
Lack of broad inflationary signals
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14 OCT6D AGOEXCESS RETURNS
AI capital allocation starving other sectors
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14 OCT6D AGOMONETARY MATTERS WITH JACK FARLEY
AI beneficiaries face greater drawdown risk
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14 OCT6D AGOMONETARY MATTERS WITH JACK FARLEY
Memory makers at peak cyclical risk
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDEMUOpen in Zortix →
14 OCT6D AGOMONETARY MATTERS WITH JACK FARLEY
Equity supply's 4% worse return per 1% of IPO
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14 OCT6D AGOMONETARY MATTERS WITH JACK FARLEY
Compute glut could trigger credit defaults
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14 OCT6D AGOMONETARY MATTERS WITH JACK FARLEY
US profit concentration driven by market power
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14 OCT6D AGOMONETARY MATTERS WITH JACK FARLEY
Top tech investing in competitive, capital-heavy AI
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14 OCT6D AGOMONETARY MATTERS WITH JACK FARLEY
AI debt concentration a systemic credit risk
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14 OCT6D AGOPALISADES GOLD RADIO
AI to accelerate mineral discovery
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14 OCT6D AGOPALISADES GOLD RADIO
Prospect generator model as lower risk
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14 OCT6D AGOPALISADES GOLD RADIO
Tax-loss selling as a seasonal opportunity
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14 OCT6D AGOWSJ WHAT'S NEWS
ASML boosts guidance again on AI demand
4 SHOWS AGREE4 SHOWS · SAME SIDEASMLOpen in Zortix →
14 OCT6D AGOWSJ WHAT'S NEWS
Chinese EV export surge heightens trade tensions
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14 OCT6D AGOANIMAL SPIRITS
Housing market activity worse than GFC
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND