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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
13 OCT1W AGOBLOOMBERG SURVEILLANCE
S&P facing a 5-10% garden-variety pullback
SHOWS SPLIT18 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
13 OCT1W AGOFORWARD GUIDANCE
U.S. regulatory path for perps is progressing
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13 OCT1W AGOFORWARD GUIDANCE
Onchain markets as the 2026 dominant trend
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13 OCT1W AGOCOMMODITY CULTURE
US Treasury speculated as the $100B buyer
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13 OCT1W AGOWSJ WHAT'S NEWS
AI growth concentrated in fewer countries
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13 OCT1W AGOPROF G MARKETS
Nvidia's AI roll-up and credit-enhancement strategy
NVDAOpen in Zortix →
13 OCT1W AGOPROF G MARKETS
Earnings season as a test for AI-driven market concentration
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19 OCTYESTERDAYCNBC FAST MONEY
U.S. integrated oils as beneficiaries
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19 OCTYESTERDAYCNBC FAST MONEY
Neocloud consolidation to a duopoly
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19 OCTYESTERDAYCNBC FAST MONEY
AI chain dependent on Anthropic, OpenAI success
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19 OCTYESTERDAYCNBC FAST MONEY
Anthropic's IPO with charitable fund twist
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19 OCTYESTERDAYCNBC FAST MONEY
AI spend rate of change key for stocks
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19 OCTYESTERDAYMARKETPLACE
Immigration crackdowns tighten construction labor
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19 OCTYESTERDAYMARKETPLACE
Fed rate hikes to hit housing, temp jobs hardest
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19 OCTYESTERDAYTHE DIVIDEND CAFE
AI capex growth rate downgrade risk
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19 OCTYESTERDAYWSJ WHAT'S NEWS
Saudi investment push hit by security fears
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19 OCTYESTERDAYWSJ WHAT'S NEWS
Protein degrader drugs as a new pharma frontier
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19 OCTYESTERDAYWSJ WHAT'S NEWS
Entry-level home builders face profit squeeze
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19 OCTYESTERDAYMOTLEY FOOL MONEY
Novel power as the critical AI bottleneck
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19 OCTYESTERDAYMOTLEY FOOL MONEY
Large tech as a quantum call option
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEGOOGLGOOGOpen in Zortix →
19 OCTYESTERDAYMOTLEY FOOL MONEY
Quantinuum's quantum error correction leap
QNTOpen in Zortix →
19 OCTYESTERDAYMOTLEY FOOL MONEY
Alphabet's magic state cultivation efficiency
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEGOOGLGOOGOpen in Zortix →
19 OCTYESTERDAYTHE OPTIONS INSIDER RADIO NETWORK
Equinox Gold April calls as a recovery bet
EQXOpen in Zortix →
19 OCTYESTERDAYTHE OPTIONS INSIDER RADIO NETWORK
Macro headwinds: debt, oil, election uncertainty
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19 OCTYESTERDAYTHE OPTIONS INSIDER RADIO NETWORK
Earnings season as a market mover
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19 OCTYESTERDAYREAL VISION DAILY BRIEFING
Manufacturing acceleration from AI build-out
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19 OCTYESTERDAYREAL VISION DAILY BRIEFING
Shift from robotics to autonomous miles
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19 OCTYESTERDAYBLOOMBERG SURVEILLANCE
Three pressures on the AI compute trade
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19 OCTYESTERDAYBLOOMBERG SURVEILLANCE
Inflation as a choice if Fed delays
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19 OCTYESTERDAYTHE MEB FABER SHOW
Credit as a cheap hedge for an equity bubble burst
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND