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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.

860 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
16 OCT3D AGOEURODOLLAR UNIVERSITY
Bond market rejects inflation narrative
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16 OCT3D AGOPALISADES GOLD RADIO
$150-$200 oil 'baked in the cake'
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16 OCT3D AGOPALISADES GOLD RADIO
Commodities to be the only thing worth owning
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16 OCT3D AGOTHE COMPOUND AND FRIENDS
OpenAI and Anthropic as systemic recession risks
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16 OCT3D AGOCOMMODITY CULTURE
Silver price smash as bullion bank short covering
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16 OCT3D AGOODD LOTS
French political risk repriced on 2027 election
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16 OCT3D AGOPROF G MARKETS
AI data center boom parallels 1873 railroad bubble
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16 OCT3D AGOTHE BEST EVER CRE SHOW
CRE debt costs resetting to 7-8% range
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16 OCT3D AGOTHE BID
Resilience economy as the structural investment theme
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15 OCT4D AGOMARKETPLACE
Indian apparel maker pivots to domestic brand amid trade instability
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15 OCT4D AGOMOTLEY FOOL MONEY
Bending Spoons as a disciplined capital allocator
4 SHOWS AGREE4 SHOWS · SAME SIDEBSPOpen in Zortix →
15 OCT4D AGOTHE POMP PODCAST
Hut 8 as a misunderstood AI data center play
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15 OCT4D AGOTHE DERIVATIVE
Shorting unsecured bonds for defined-risk alpha
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15 OCT4D AGOTHE OPTIONS INSIDER RADIO NETWORK
Defined outcome ETFs as core portfolio holdings
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15 OCT4D AGOMACROVOICES
Mass-produced small reactors bypass HALU fuel constraint
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15 OCT4D AGOMACROVOICES
Mass-manufactured nuclear reactors for AI data centers
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15 OCT4D AGOMACROVOICES
Nuclear fuel supply chain as a long-term thesis
LEUOpen in Zortix →
15 OCT4D AGOWHAT BITCOIN DID
Bitcoin as a debasement trade amid fiscal dominance
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15 OCT4D AGOWHAT BITCOIN DID
Bitcoin's scale begets more demand
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15 OCT4D AGOTHOUGHTFUL MONEY
New economy can't carry old economy much longer
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15 OCT4D AGOTHOUGHTFUL MONEY
Gold as a hedge against fiscal and monetary policy failure
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15 OCT4D AGOEURODOLLAR UNIVERSITY
CCC junk spreads signal credit cycle downturn
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15 OCT4D AGOCOMMODITY CULTURE
Silver price smash as a wealth transfer
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15 OCT4D AGOODD LOTS
Hyperliquid's vision to house all finance
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15 OCT4D AGOODD LOTS
Hyperliquid as a step-function improvement over electronic markets
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15 OCT4D AGOPROF G MARKETS
CoreWeave's debt spiral as AI neocloud canary
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
15 OCT4D AGOTHE TWENTY MINUTE VC
Anthropic's price cuts as first AI deflation
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15 OCT4D AGOTHE TWENTY MINUTE VC
Jev's focus as a defensible AI classifier bet
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15 OCT4D AGOTHE ACQUIRERS PODCAST
Golfzon case tests new governance rules in real time
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15 OCT4D AGOTHE ACQUIRERS PODCAST
AI as a Dutch Disease for the US economy
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND