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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.

4954 IDEAS · LAST 30 DAYS · EVERY ONE LINKED TO ITS SOURCE
27 SEP3W AGOTHOUGHTFUL MONEY
Credit over equity for retirement sequence risk
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27 SEP3W AGOTHOUGHTFUL MONEY
Income factory vs equity investing in current environment
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27 SEP3W AGOTHOUGHTFUL MONEY
Rising yields benefit long-term income factory strategy
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27 SEP3W AGOMONETARY MATTERS WITH JACK FARLEY
BDC/private credit merger wave starting next fiscal year
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27 SEP3W AGOMONETARY MATTERS WITH JACK FARLEY
Private credit boom is over
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27 SEP3W AGOMONETARY MATTERS WITH JACK FARLEY
Permanent capital rewarded with premium multiples
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27 SEP3W AGOWSJ WHAT'S NEWS
10-year yield surge driven by Fed inflation fight
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27 SEP3W AGOWSJ WHAT'S NEWS
Treasury buybacks are not QE
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26 SEP3W AGOTHOUGHTFUL MONEY
Market weakness masked by mega-cap tech
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDERSPXLUXLKOpen in Zortix →
26 SEP3W AGOTHOUGHTFUL MONEY
TINA to TIGA: Bonds as a good alternative
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26 SEP3W AGOEXCESS RETURNS
Labor force decline drives structural service inflation
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26 SEP3W AGOEXCESS RETURNS
Diesel price surge flows into consumer CPI
SHOWS SPLIT13 SHOWS · NOT ALL ON THE SAME SIDEWMTTGTKROpen in Zortix →
26 SEP3W AGOTHE TWENTY MINUTE VC
Ads business model dies with AI agents
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26 SEP3W AGOTHE TWENTY MINUTE VC
Parallel's web search as a picks-and-shovels AI play
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26 SEP3W AGOTHE TWENTY MINUTE VC
Agents will search the web 1000x more than humans
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26 SEP3W AGOTHE JULIA LA ROCHE SHOW
Long rates structurally reset on US credibility
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26 SEP3W AGOTHE POMP PODCAST
Long speed, short friction investment framework
SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDEMUOpen in Zortix →
26 SEP3W AGOTHE POMP PODCAST
Wall Street FOMO on crypto is imminent
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26 SEP3W AGOA16Z PODCAST
Jepa model shifts AI innovation outside labs
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26 SEP3W AGOPLANET MICROCAP PODCAST
Defense microcaps benefit from industry disruption
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26 SEP3W AGOPLANET MICROCAP PODCAST
Medtech's regulatory and pricing risks
SNWVOpen in Zortix →
26 SEP3W AGOEURODOLLAR UNIVERSITY
Yen intervention fails to alter fundamentals
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26 SEP3W AGOEURODOLLAR UNIVERSITY
Energy-driven dollar demand overrides rate differentials
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26 SEP3W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AI market bifurcating: frontier vs. commodity intelligence
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26 SEP3W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Anthropic's lab work is standard therapeutic R&D
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25 SEP4W AGOCNBC FAST MONEY
Micron's technical breakout setup into earnings
SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDEMUOpen in Zortix →
25 SEP4W AGOAFFORD ANYTHING
Rent-stabilized buildings functionally bankrupt
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25 SEP4W AGOAFFORD ANYTHING
Rent-stabilized economics broken by 2019 law
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25 SEP4W AGOAFFORD ANYTHING
Rent-stabilized building valuations collapse to $50k/unit
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25 SEP4W AGOAFFORD ANYTHING
Rent-stabilized building valuations collapse
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND