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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
19 OCTYESTERDAYTHE MEB FABER SHOW
Korea's AI-linked DRAM story needs a cleaner setup
ORIGINAL IDEAFIRST ON EWY IN 30 DAYSEWYOpen in Zortix →
19 OCTYESTERDAYTHE MEB FABER SHOW
Europe lacks the AI story and faces headwinds
VGKOpen in Zortix →
19 OCTYESTERDAYTHE MEB FABER SHOW
China's equity market decoupled from its economy
MCHIOpen in Zortix →
19 OCTYESTERDAYBLOOMBERG SURVEILLANCE
Established tech moats to flex in AI
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19 OCTYESTERDAYBLOOMBERG SURVEILLANCE
Dividend stocks as a tech sector hedge
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19 OCTYESTERDAYEURODOLLAR UNIVERSITY
Housing market poised to worsen
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19 OCTYESTERDAYEURODOLLAR UNIVERSITY
Inventory overhang risks manufacturing slump
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19 OCTYESTERDAYEURODOLLAR UNIVERSITY
Auto downsizing as a forced economic signal
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19 OCTYESTERDAYBANKLESS
CFTC defends derivatives jurisdiction against states
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19 OCTYESTERDAYBANKLESS
CFTC-SEC harmonization unlocks product suite
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19 OCTYESTERDAYA16Z PODCAST
Model neutrality as a defense against supplier competition
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19 OCTYESTERDAYA16Z PODCAST
Agent automation kills 'breakage' business models
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19 OCTYESTERDAYA16Z PODCAST
Meta's potential agent-data flywheel
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
19 OCTYESTERDAYA16Z PODCAST
AI labs competing up the stack with customers
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19 OCTYESTERDAYA16Z PODCAST
Walmart could gain from Amazon's agent adversity
SHOWS SPLIT13 SHOWS · NOT ALL ON THE SAME SIDEWMTOpen in Zortix →
19 OCTYESTERDAYANIMAL SPIRITS
AI semiconductor stocks now hitting value screens
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19 OCTYESTERDAYCOMMODITY CULTURE
Copper's high price warrants consolidation
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19 OCTYESTERDAYCOMMODITY CULTURE
Geopolitical premium for ex-China rare earths
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19 OCTYESTERDAYCOMMODITY CULTURE
Eastport's portfolio approach diversifies exploration risk
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19 OCTYESTERDAYWSJ WHAT'S NEWS
Outsourcing advanced manufacturing eroded US IP and capability
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19 OCTYESTERDAYWSJ WHAT'S NEWS
China's two-track economy: AI exports boom, domestic woes
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19 OCTYESTERDAYPROF G MARKETS
Bumble rescue signals dating app model failure
BMBLOpen in Zortix →
19 OCTYESTERDAYPROF G MARKETS
Dating apps should pivot to community building
BMBLOpen in Zortix →
19 OCTYESTERDAYPROF G MARKETS
Anthropic IPO likely delayed or with small float
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19 OCTYESTERDAYPROF G MARKETS
AI stress contagion from neoclouds to chips
SHOWS SPLIT34 SHOWS · NOT ALL ON THE SAME SIDENVDAAMDINTCOpen in Zortix →
19 OCTYESTERDAYODD LOTS
Token futures and the 'crunch spread'
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19 OCTYESTERDAYODD LOTS
Perpetual futures democratize hard-to-borrow stock gains
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19 OCTYESTERDAYCAPITAL ALLOCATORS
Exit criteria: silly price, future risk, better home
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19 OCTYESTERDAYCAPITAL ALLOCATORS
Berkshire's model applied to the middle market
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19 OCTYESTERDAYTHE TWENTY MINUTE VC
Embodied AI and robotics at a 2021-like inflection
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND