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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.

126 IDEAS · LAST 24H · EVERY ONE LINKED TO ITS SOURCE
17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Bank of America's low-coupon mortgages a ticking bomb
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEBACOpen in Zortix →
17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Double-digit inflation path already underway
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17 OCT2D AGOTHE JULIA LA ROCHE SHOW
Home prices to soften 5-10% over three years
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17 OCT2D AGOSMARTERMARKETS
Verifiable AI as the enterprise adoption key
ConceptOpen in Zortix →
17 OCT2D AGOTHE POMP PODCAST
AI compute as the inevitable picks-and-shovels trade
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17 OCT2D AGOTHE POMP PODCAST
Anthropic faces growth deceleration from open source
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17 OCT2D AGOA16Z PODCAST
Zocdoc as healthcare access infrastructure
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17 OCT2D AGOODD LOTS
Moby-Dick's post-WWI psychological relevance
ConceptOpen in Zortix →
17 OCT2D AGOTHE TWENTY MINUTE VC
Memory is the unsolved layer for agents
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17 OCT2D AGOOPTIMAL FINANCE DAILY
Fear as a primary driver of financial decisions
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17 OCT2D AGOMOTLEY FOOL MONEY
Future higher tax brackets reduce benefit
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17 OCT2D AGOMOTLEY FOOL MONEY
Specify share lots when selling
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17 OCT2D AGOMOTLEY FOOL MONEY
Wash-sale rule covers 61-day window
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17 OCT2D AGOTHOUGHTFUL MONEY
Play the current cycle, eye long-term risks
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17 OCT2D AGOTHOUGHTFUL MONEY
Growth-to-value rotation underway
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17 OCT2D AGOTHOUGHTFUL MONEY
Split Congress as a bullish market catalyst
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17 OCT2D AGOTHOUGHTFUL MONEY
Long-term structural risks warrant hedging
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17 OCT2D AGOEXCESS RETURNS
Value's headwinds: deflation, low rates, tech disruption
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17 OCT2D AGOEXCESS RETURNS
Regime shift levels the field for value
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17 OCT2D AGOEXCESS RETURNS
European financials returning excess capital
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17 OCT2D AGOEXCESS RETURNS
Restructuring opportunities in crisis or management change
RR.LOpen in Zortix →
17 OCT2D AGOEXCESS RETURNS
International value's earnings gap to US has closed
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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 AGOTHE JULIA LA ROCHE SHOW
Fed forced to hike before midterms
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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
AI trade as circular finance heading for reset
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17 OCT2D AGOSMARTERMARKETS
Crypto's verification tech as latent AI infrastructure
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17 OCT2D AGOSMARTERMARKETS
AI psychosis as a business risk
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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 AGOA16Z PODCAST
Zocdoc's per-booking monetization lowers provider friction
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND