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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.

969 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
15 OCT4D AGOTHE DIVIDEND CAFE
Value over growth on inflation and Fed hike fears
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15 OCT4D AGOTHE DIVIDEND CAFE
Verizon's dividend seen as safe from Starlink near-term
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEVZOpen in Zortix →
15 OCT4D AGOMACROVOICES
Factory production to drive nuclear costs below fossil fuels
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15 OCT4D AGOMACROVOICES
Structural uranium supply deficit projected for the 2030s
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15 OCT4D AGOMACROVOICES
AI credit stress triggers sector rotation
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15 OCT4D AGOMACROVOICES
WTI term structure shows underlying oil strength
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15 OCT4D AGOMACROVOICES
China's state-funded nuclear build-out as a competitive threat
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15 OCT4D AGOMACROVOICES
Fast-spectrum reactors and recycling extend nuclear fuel to 12,000 years
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15 OCT4D AGOBLOOMBERG SURVEILLANCE
State-level politics as AI build-out friction
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15 OCT4D AGOBLOOMBERG SURVEILLANCE
AI demand still accelerating despite volatility
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15 OCT4D AGOWHAT BITCOIN DID
Zcash 'private Bitcoin' narrative as a crypto concession
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15 OCT4D AGOWHAT BITCOIN DID
Nation-state adoption is the dark horse
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15 OCT4D AGOWHAT BITCOIN DID
Scale needed for Bitcoin to become a true crisis hedge
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15 OCT4D AGOWSJ WHAT'S NEWS
AI build-out drives big bank investment banking fees
4 SHOWS AGREE4 SHOWS · SAME SIDEGSOpen in Zortix →
15 OCT4D AGOTHOUGHTFUL MONEY
Capital window closing for AI investment boom
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15 OCT4D AGOTHOUGHTFUL MONEY
Energy's bullish supply-demand dynamic
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15 OCT4D AGOTHOUGHTFUL MONEY
Value factor opportunity in a rising rate regime
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15 OCT4D AGOTHOUGHTFUL MONEY
Record corporate profits face populist political risk
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15 OCT4D AGOBLOOMBERG SURVEILLANCE
Front-end of yield curve favored over long end
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15 OCT4D AGOBLOOMBERG SURVEILLANCE
AI trade shifts to quality and picks-and-shovels
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15 OCT4D AGOBLOOMBERG SURVEILLANCE
State-level AI policy potholes ahead
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15 OCT4D AGOUNCHAINED
Hardware wallet supply chain attacks as physical software risk
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15 OCT4D AGOUNCHAINED
Papertrade's 1000x perps as a bucket shop experiment
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15 OCT4D AGOEURODOLLAR UNIVERSITY
Leveraged loan price drop confirms credit stress
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15 OCT4D AGOEURODOLLAR UNIVERSITY
BDC sponsors shopping portfolios is a bearish signal
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15 OCT4D AGOA16Z PODCAST
Merchant split on agentic commerce reception
SHOWS SPLIT24 SHOWS · NOT ALL ON THE SAME SIDEAMZNWMTSHOPOpen in Zortix →
15 OCT4D AGOA16Z PODCAST
Vaults shift from single-player to multiplayer
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15 OCT4D AGOA16Z PODCAST
Wallet wars to become the default AI agent payment layer
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEPYPLOpen in Zortix →
15 OCT4D AGOCOMMODITY CULTURE
Digital currencies as a tool of state control
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15 OCT4D AGOCOMMODITY CULTURE
Physical gold and silver as crisis shelter
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND