Zortix
Ask Zortix…⌘KSign in
The attributed archive

Ideas

Every idea extracted from finance podcasts, filterable by window, depth and type — ordered by how thoroughly each one was argued, not by date.

858 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
17 OCT2D AGOTHOUGHTFUL MONEY
Long-term structural risks warrant hedging
Open in Zortix →
17 OCT2D AGOEXCESS RETURNS
Restructuring opportunities in crisis or management change
RR.LOpen in Zortix →
17 OCT2D AGOEXCESS RETURNS
AI as a capital-intensive picks-and-shovels trade
ORIGINAL IDEAFIRST ON 005930.KS IN 30 DAYS005930.KSOpen in Zortix →
17 OCT2D AGOEXCESS RETURNS
Regime shift levels the field for value
Open in Zortix →
17 OCT2D AGOEXCESS RETURNS
Value's headwinds: deflation, low rates, tech disruption
Open in Zortix →
17 OCT2D AGOEXCESS RETURNS
International value's earnings gap to US has closed
Open in Zortix →
17 OCT2D AGOEXCESS RETURNS
European financials returning excess capital
Open in Zortix →
17 OCT2D AGOTHE JULIA LA ROCHE SHOW
AI trade as circular finance heading for reset
Open in Zortix →
17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Annaly as an income vehicle, not for speculation
ORIGINAL IDEAFIRST ON NLY IN 30 DAYSNLYOpen in Zortix →
17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Fed forced to hike before midterms
Open in Zortix →
17 OCT2D AGOTHE POMP PODCAST
Hedge fund industry facing structural disruption from AI
Open in Zortix →
17 OCT2D AGOTHE POMP PODCAST
Enterprises will still pay for frontier AI models
Open in Zortix →
17 OCT2D AGOWSJ WHAT'S NEWS
CoreWeave selloff flags AI debt risk
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
17 OCT2D AGOBLOOMBERG SURVEILLANCE
Housing supply deficit as core constraint
Open in Zortix →
17 OCT2D AGOBLOOMBERG SURVEILLANCE
Real wages negative, pressuring consumers
Open in Zortix →
17 OCT2D AGOBLOOMBERG SURVEILLANCE
Wealth management as Morgan Stanley's profit machine
4 SHOWS AGREE4 SHOWS · SAME SIDEMSOpen in Zortix →
17 OCT2D AGOA16Z PODCAST
Zocdoc's per-booking monetization lowers provider friction
Open in Zortix →
17 OCT2D AGOTHE POMP PODCAST
OpenAI and Anthropic as the AI starter pack
Open in Zortix →
17 OCT2D AGOA16Z PODCAST
AI agents as exploding front doors for care
Open in Zortix →
17 OCT2D AGOCHIT CHAT STOCKS
Homebuilder earnings likely to decline
Open in Zortix →
17 OCT2D AGOCHIT CHAT STOCKS
Smaller, focused homebuilders over large ones
GRBKMTHOpen in Zortix →
17 OCT2D AGOTHE ACQUIRERS PODCAST
MGM's failed buyout leaves deep value
3 SHOWS AGREE3 SHOWS · SAME SIDEMGMOpen in Zortix →
17 OCT2D AGOTHE ACQUIRERS PODCAST
VICI's 8% yield at 10x cash flow
VICIOpen in Zortix →
17 OCT2D AGOTOP TRADERS UNPLUGGED
Geopolitical risk foreshadows structural inflation
Open in Zortix →
17 OCT2D AGOTOP TRADERS UNPLUGGED
2024 trend environment is hedged and diversified
Open in Zortix →
17 OCT2D AGOTOP TRADERS UNPLUGGED
Trend returns are driven by a few big months
Open in Zortix →
17 OCT2D AGOTOP TRADERS UNPLUGGED
Trend as the robust second responder
Open in Zortix →
17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI model duopoly on compute and revenue
Open in Zortix →
17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI's deflationary impact on software margins
Open in Zortix →
17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
CoreWeave's contract structure as a key risk
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND