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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.

1251 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
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
AI debt concentration a systemic credit risk
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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
Top tech investing in competitive, capital-heavy AI
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14 OCT6D AGOPALISADES GOLD RADIO
Tax-loss selling as a seasonal opportunity
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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 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 AGOA16Z PODCAST
Trillium's mission to open-source AI research infrastructure
ConceptOpen in Zortix →
14 OCT6D AGOA16Z PODCAST
Data and RL environment companies as a major growth lever
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14 OCT6D AGOANIMAL SPIRITS
Higher rates worse for economy than ZIRP
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14 OCT6D AGOANIMAL SPIRITS
Young people's social lives in shambles
ConceptOpen in Zortix →
14 OCT6D AGOANIMAL SPIRITS
Tariffs as a failed economic idea
ConceptOpen in Zortix →
14 OCT6D AGOANIMAL SPIRITS
Housing market activity worse than GFC
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14 OCT6D AGOANIMAL SPIRITS
Human attraction to long-shot bets and hope
ConceptOpen in Zortix →
14 OCT6D AGOA16Z PODCAST
Chinese open models as fast followers
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14 OCT6D AGOANIMAL SPIRITS
Market concentration as a secular feature
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14 OCT6D AGOA16Z PODCAST
Frontier labs' structural lead in compute and capital
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14 OCT6D AGOART OF INVESTING
Discount hounds risk hidden costs and bad assets
ConceptOpen in Zortix →
14 OCT6D AGOON THE TAPE WITH DANNY MOSES
Energy favored on momentum and under-ownership
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14 OCT6D AGOON THE TAPE WITH DANNY MOSES
Credit deterioration starting with CCC junk
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14 OCT6D AGOPROF G MARKETS
Political money's impact is overrated
ConceptOpen in Zortix →
14 OCT6D AGOPROF G MARKETS
OpenAI and Anthropic's profitability is speculative
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14 OCT6D AGOPROF G MARKETS
AI model revenue growth justifies near-term investment
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14 OCT6D AGOPROF G MARKETS
Valuation dislocation in chip stocks
SHOWS SPLIT11 SHOWS · NOT ALL ON THE SAME SIDEMUNVDAAVGOOpen in Zortix →
14 OCT6D AGOCHIT CHAT STOCKS
Minimal AI agent disruption to P&C insurers
ORIGINAL IDEAFIRST ON PGR IN 30 DAYSPGROpen in Zortix →
14 OCT6D AGOCHIT CHAT STOCKS
Search advertising most at risk from agents
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEGOOGLOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND