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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
23 SEP4W AGOART OF INVESTING
Syndications as passive real estate exposure
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23 SEP4W AGOTHE ALPHA EXCHANGE
AI issuance massive but not yet dominant
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23 SEP4W AGOTHE ALPHA EXCHANGE
$6 trillion hyperscaler CapEx through 2030
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23 SEP4W AGOCHIT CHAT STOCKS
ServiceNow as the AI control center winner
3 SHOWS AGREE3 SHOWS · SAME SIDENOWOpen in Zortix →
23 SEP4W AGOCHIT CHAT STOCKS
In-house software replacement unlikely for enterprises
3 SHOWS AGREE3 SHOWS · SAME SIDECRMNOWOpen in Zortix →
23 SEP4W AGOTHE BEST EVER CRE SHOW
Red flags on proliferating private debt funds
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23 SEP4W AGOUNCHAINED
Near as the universal liquidity layer
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23 SEP4W AGOUNCHAINED
Near as the universal liquidity and privacy layer
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23 SEP4W AGOTOP TRADERS UNPLUGGED
Power markets offer high-alpha, fundamentals-driven trading
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22 SEP22 SEPTHE COMPOUND AND FRIENDS
Meta's Muse launch re-rates the stock
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
22 SEP22 SEPWHAT BITCOIN DID
Self-sovereign AI as the Bitcoin parallel
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22 SEP22 SEPWHAT BITCOIN DID
Self-sovereign AI as a defensive necessity
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22 SEP22 SEPTHOUGHTFUL MONEY
Portfolio hedged for growth and debasement
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22 SEP22 SEPYET ANOTHER VALUE PODCAST
Shift4's organic growth driver: Shift4Dine POS
ORIGINAL IDEAFIRST ON FOUR IN 30 DAYSFOUROpen in Zortix →
22 SEP22 SEPYET ANOTHER VALUE PODCAST
Shift4's vertical integration in card-present payments
ORIGINAL IDEAFIRST ON FOUR IN 30 DAYSFOUROpen in Zortix →
22 SEP22 SEPYET ANOTHER VALUE PODCAST
Restaurant vertical as a high-margin cash cow
ORIGINAL IDEAFIRST ON FOUR IN 30 DAYSFOUROpen in Zortix →
22 SEP22 SEPTHE MEMO BY HOWARD MARKS
US deficits structurally inflationary near capacity
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22 SEP22 SEPTHE MEMO BY HOWARD MARKS
Treasury's long-dated bond buyback as cosmetic fix
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22 SEP22 SEPTHE JULIA LA ROCHE SHOW
Portfolio pivot: out of tech/bonds, into gold/energy
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22 SEP22 SEPTHE JULIA LA ROCHE SHOW
Gold as a real asset against monetary debasement
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22 SEP22 SEPTHE JULIA LA ROCHE SHOW
Rotation into reflation, out of tech and consumer
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22 SEP22 SEPALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Boom's supersonic passenger travel revival
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22 SEP22 SEPPROF G MARKETS
Paramount-WBD deal clears with minimal concessions
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEPARAWBDOpen in Zortix →
22 SEP22 SEPTHE OPTIONS INSIDER RADIO NETWORK
MSTR as a high-yield Bitcoin proxy
SHOWS SPLIT4 SHOWS · NOT ALL ON THE SAME SIDEMSTROpen in Zortix →
21 SEP21 SEPCNBC FAST MONEY
Novo Nordisk as a value trap versus Lilly
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDENVOLLYOpen in Zortix →
21 SEP21 SEPCNBC FAST MONEY
Meta's Muse monetization as AI sentiment driver
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
21 SEP21 SEPTHE OPTIONS INSIDER RADIO NETWORK
Meta collar trade as active risk management
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
21 SEP21 SEPALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Dynamical computers fuse memory and compute
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21 SEP21 SEPWEALTHION - BE FINANCIALLY RESILIENT
Honey Badger's Prairie Creek silver mine restart
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21 SEP21 SEPWEALTHION - BE FINANCIALLY RESILIENT
Own scarce, essential, repricing assets
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND