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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.

972 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
18 OCT2D AGOPLANET MICROCAP PODCAST
Human creativity as a durable advantage
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18 OCT2D AGOPLANET MICROCAP PODCAST
Network effects most at risk from AI
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17 OCT3D AGOTHOUGHTFUL MONEY
Tax-loss selling as a tactical opportunity
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17 OCT3D AGOTHOUGHTFUL MONEY
Own the hyperscalers, not the model labs
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDEGOOGMSFTAMZNOpen in Zortix →
17 OCT3D AGOTHOUGHTFUL MONEY
10-year Treasury yield near fundamental target
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17 OCT3D AGOEXCESS RETURNS
International value boosted by financials, restructuring
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17 OCT3D AGOEXCESS RETURNS
Chinese tech as cheap AI stack exposure
BABAOpen in Zortix →
17 OCT3D AGOEXCESS RETURNS
Korea's 'value up' program as earlier-stage Japan
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17 OCT3D AGOTHE JULIA LA ROCHE SHOW
Long energy, short financials portfolio tilt
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17 OCT3D AGOTHE JULIA LA ROCHE SHOW
United Wholesale Mortgage faces tough capital hurdle
UWMCOpen in Zortix →
17 OCT3D AGOTHE JULIA LA ROCHE SHOW
Schwab's bond portfolio leaves billions on table
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDESCHWOpen in Zortix →
17 OCT3D AGOTHE JULIA LA ROCHE SHOW
Bank earnings show AI-linked slowdown
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDEJPMBACOpen in Zortix →
17 OCT3D AGOTHE POMP PODCAST
SpaceX-Tesla merger speculation as alpha
SHOWS SPLIT8 SHOWS · NOT ALL ON THE SAME SIDETSLAOpen in Zortix →
17 OCT3D AGOTHE POMP PODCAST
Bitcoin's next rally tied to AI trade timing
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17 OCT3D AGOA16Z PODCAST
Zocdoc's payer partnerships scaling across organizations
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17 OCT3D AGOA16Z PODCAST
Specialist adoption broadens booking marketplace
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17 OCT3D AGOA16Z PODCAST
No single company should own healthcare's front door
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17 OCT3D AGOA16Z PODCAST
Payer partnerships reduce high-cost emergency care
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17 OCT3D AGOWSJ WHAT'S NEWS
Apple's trillion-dollar milestone on Duo demand
SHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDEAAPLOpen in Zortix →
17 OCT3D AGOBLOOMBERG SURVEILLANCE
Private listing networks threaten fair housing
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17 OCT3D AGOWSJ WHAT'S NEWS
Margin loan boom creates brokerage risk
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDESCHWOpen in Zortix →
17 OCT3D AGOBLOOMBERG SURVEILLANCE
San Francisco housing rebound on AI boom
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17 OCT3D AGOBLOOMBERG SURVEILLANCE
Luxury housing fueled by equity drawdowns
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17 OCT3D AGOBLOOMBERG SURVEILLANCE
Wealth effect props up consumer spending
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17 OCT3D AGOTHE POMP PODCAST
Tokenization as a future pressure on illiquid assets
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17 OCT3D AGOTHE POMP PODCAST
Bitcoin as the hedge against AI disruption
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17 OCT3D AGOCHIT CHAT STOCKS
Bending Spoons' private equity playbook
4 SHOWS AGREE4 SHOWS · SAME SIDEBSPOpen in Zortix →
17 OCT3D AGOCHIT CHAT STOCKS
AI and mega-cap tech concentration carries market
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17 OCT3D AGOCHIT CHAT STOCKS
Oracle as a leveraged infrastructure spender
ORCLOpen in Zortix →
17 OCT3D AGOCHIT CHAT STOCKS
Big tech balance sheets flipping to debt-heavy
MSFTMETAGOOGLOpen in Zortix →
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND