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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.

869 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
17 OCT2D AGOTHE ACQUIRERS PODCAST
VICI's 8% yield at 10x cash flow
VICIOpen in Zortix →
17 OCT2D AGOTOP TRADERS UNPLUGGED
Trend as the robust second responder
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17 OCT2D AGOTOP TRADERS UNPLUGGED
Trend returns are driven by a few big months
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17 OCT2D AGOTOP TRADERS UNPLUGGED
Geopolitical risk foreshadows structural inflation
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17 OCT2D AGOTOP TRADERS UNPLUGGED
2024 trend environment is hedged and diversified
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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 →
17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI's deflationary impact on software margins
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17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Anthropic's fear-mongering as regulatory capture
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17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI model duopoly on compute and revenue
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17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Power as the ultimate AI infrastructure moat
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17 OCT2D AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI compute payback period as the critical metric
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16 OCT3D AGOAFFORD ANYTHING
AI infrastructure as picks-and-shovels investment
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16 OCT3D AGOAFFORD ANYTHING
S&P 500 as a great starting investment
SHOWS SPLIT19 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
16 OCT3D AGOAFFORD ANYTHING
AI's picks-and-shovels infrastructure trade
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16 OCT3D AGOMARKETPLACE
India's data and talent as an AI advantage
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16 OCT3D AGOMARKETPLACE
India's growth hinges on worker productivity
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16 OCT3D AGOTHE OPTIONS INSIDER RADIO NETWORK
Capital inefficiency of deep VIX put spreads
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16 OCT3D AGOTHE OPTIONS INSIDER RADIO NETWORK
Don't short VIX amid current spike
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16 OCT3D AGOMASTERS IN BUSINESS
AI demand outstrips supply, driving financing boom
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16 OCT3D AGOMASTERS IN BUSINESS
Local EM debt as a hidden gem
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16 OCT3D AGOMASTERS IN BUSINESS
U.S. dollar as the sole reserve currency
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16 OCT3D AGOMOTLEY FOOL MONEY
Apple's HomeView as a solution in search of a problem
SHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDEAAPLOpen in Zortix →
16 OCT3D AGOUNCHAINED
Hardware wallets still best for retail self-custody
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16 OCT3D AGOBLOOMBERG SURVEILLANCE
Tech reset has further to go
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16 OCT3D AGOBLOOMBERG SURVEILLANCE
Differentiate issuer quality in AI capex build-out
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16 OCT3D AGOEXCESS RETURNS
Two-decade tech outperformance breeds complacency
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16 OCT3D AGOEXCESS RETURNS
Slowing growth, lower inflation, Fed easing ahead
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16 OCT3D AGOEXCESS RETURNS
Tech spending spike signals a growth pause
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16 OCT3D AGOEXCESS RETURNS
Stock market signals point to economic slowdown
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16 OCT3D AGOEXCESS RETURNS
Financial conditions restrictive, pressuring stocks
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND