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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.

865 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
15 OCT4D AGOTHE ACQUIRERS PODCAST
AI as a Dutch Disease for the US economy
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15 OCT4D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Capital efficiency and reinvestment drive compounding
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14 OCT5D AGOWEALTHION - BE FINANCIALLY RESILIENT
Housing in a multi-year recession
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14 OCT5D AGOWEALTHION - BE FINANCIALLY RESILIENT
Multifamily faces a $2 trillion refinancing wall
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14 OCT5D AGOBLOOMBERG SURVEILLANCE
AI capital build-out framed as a bubble
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14 OCT5D AGOEURODOLLAR UNIVERSITY
AI bubble built on unsustainable credit
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14 OCT5D AGOEURODOLLAR UNIVERSITY
Credit cycle downswing as the key signal
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14 OCT5D AGOTHOUGHTFUL MONEY
Equities are too speculative, favoring bonds
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14 OCT5D AGOTHOUGHTFUL MONEY
AI spending boom as recession trigger
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14 OCT5D AGOEXCESS RETURNS
Bonds attractive for the first time this century
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14 OCT5D AGOMONETARY MATTERS WITH JACK FARLEY
AI bubble to pop from equity supply surge
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14 OCT5D AGOPALISADES GOLD RADIO
Junior miners as a generational bull market entry
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14 OCT5D AGOON THE TAPE WITH DANNY MOSES
AI as inspiring but cyclical, with margin risk
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14 OCT5D AGOON THE TAPE WITH DANNY MOSES
Semiconductor and memory stocks in topping process
SHOWS SPLIT2 SHOWS · NOT ALL ON THE SAME SIDEWDCOpen in Zortix →
14 OCT5D AGOUNCHAINED
Crypto startup buybacks are the wrong capital allocation
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14 OCT5D AGOUNCHAINED
Stablecoin duopoly's unshakable network effects
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14 OCT5D AGOTOP TRADERS UNPLUGGED
AI earnings bubble, not a valuation bubble
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14 OCT5D AGOIN GOOD COMPANY WITH NICOLAI TANGEN
Turnaround recipe: people, product, then monetization
ORIGINAL IDEAFIRST ON MTCH IN 30 DAYSMTCHOpen in Zortix →
13 OCT6D AGOINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Rockefeller's crushing advantage from minor efficiencies
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13 OCT6D AGOMARKETPLACE
India's demographic dividend as growth engine
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13 OCT6D AGOWHAT BITCOIN DID
Bitcoin as the native currency for AI agents
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13 OCT6D AGOWHAT BITCOIN DID
Bitcoin as AI's survival currency
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13 OCT6D AGOTHOUGHTFUL MONEY
40-year bond bull market is over
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13 OCT6D AGOFORWARD GUIDANCE
Perpetual futures as a superior derivative
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13 OCT6D AGOCOMMODITY CULTURE
COMEX delivery surge signals big money accumulation
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13 OCT6D AGOPROF G MARKETS
Nvidia as the AI ecosystem's too-big-to-fail bank
SHOWS SPLIT34 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
12 OCT1W AGOTHE POMP PODCAST
Amazon options trade on CapEx clarity
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEAMZNOpen in Zortix →
12 OCT1W AGOMONETARY MATTERS WITH JACK FARLEY
Bull market's final liftoff phase not yet seen
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19 OCTTODAYTHE MEB FABER SHOW
Long-term gold bull case on reserve asset diversification
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEGLDOpen in Zortix →
19 OCTTODAYTHE MEB FABER SHOW
Brazil as an idiosyncratic play on fiscal reform
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEEWZOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND