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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
24 SEP4W AGOPALISADES GOLD RADIO
Global energy structure being destroyed
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24 SEP4W AGOBLOOMBERG SURVEILLANCE
Bonds offer historic income opportunity
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24 SEP4W AGOCOMMODITY CULTURE
Gold as the ultimate capital preservation asset
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24 SEP4W AGOTHE JULIA LA ROCHE SHOW
Rising yields as the pin for a triple bubble
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24 SEP4W AGOCOMMODITY CULTURE
Fiat currency collapse within 18 months
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24 SEP4W AGOTHE JULIA LA ROCHE SHOW
2027 depression from a 'triumvirate of bubbles'
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24 SEP4W AGOTHE TWENTY MINUTE VC
Jev as a cheap, fast classifier
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24 SEP4W AGOTHE TWENTY MINUTE VC
Factory's enterprise data sovereignty edge
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24 SEP4W AGOTHE ACQUIRERS PODCAST
AI compute supply-demand mismatch risk
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24 SEP4W AGOTHE ACQUIRERS PODCAST
CEO corporate jet use as a 'poker tell'
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24 SEP4W AGOFINTECH INSIDER PODCAST BY 11:FS
Financial identity disappears at the border
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24 SEP4W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Massive CapEx funds an unproven enterprise vision
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
24 SEP4W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Teen safety lawsuit settled for up to $18B
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
24 SEP4W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Hyperscalers' off-balance-sheet AI liabilities soar
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAGOOGLOpen in Zortix →
24 SEP4W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Meta's third platform attempt: AI as defense and vision
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
24 SEP4W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Meta's financial model shows prolonged cash flow drought
METAOpen in Zortix →
23 SEP4W AGOALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Bending Spoons' M&A engine: buying product-market fit
4 SHOWS AGREE4 SHOWS · SAME SIDEBSPOpen in Zortix →
23 SEP4W AGOGOLDMAN SACHS EXCHANGES
Two more hikes likely, to around neutral
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23 SEP4W AGOCNBC FAST MONEY
Meta's Muse as a potential killer AI app
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
23 SEP4W AGOTHE POMP PODCAST
Sports One democratizes pro sports team ownership
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23 SEP4W AGOTHE BUSINESS BREW
GPU residual values higher than accounting depreciation
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23 SEP4W AGOMONEY FOR THE REST OF US
Option income strategies' realistic 6-8% annual return
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23 SEP4W AGOMONETARY MATTERS WITH JACK FARLEY
Fed hiking into an oil supply shock
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23 SEP4W AGOMONETARY MATTERS WITH JACK FARLEY
Fed hiking into an oil supply shock
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23 SEP4W AGOEXCESS RETURNS
SPAC warrants as a levered, time-insensitive bet
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23 SEP4W AGOEURODOLLAR UNIVERSITY
Long end pricing growth slowdown, not inflation
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23 SEP4W AGOEURODOLLAR UNIVERSITY
Yield curve flattens as long end prices demand destruction
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23 SEP4W AGOANIMAL SPIRITS
5% bond yields restore 60/40 portfolio viability
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23 SEP4W AGOANIMAL SPIRITS
AI's 'house of cards' versus resilient giants
NVDAMSFTOpen in Zortix →
23 SEP4W AGOTHE ALPHA EXCHANGE
$6 trillion hyperscaler CapEx through 2030
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND