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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
21 SEP21 SEPWEALTHION - BE FINANCIALLY RESILIENT
Honey Badger's Prairie Creek silver mine restart
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21 SEP21 SEPREAL VISION DAILY BRIEFING
South Korean export boom confirms cycle strength
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21 SEP21 SEPBLOOMBERG SURVEILLANCE
AI debt issuance a multi-year credit theme
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21 SEP21 SEPWEALTHION - BE FINANCIALLY RESILIENT
Permanent inflation as US policy
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21 SEP21 SEPEURODOLLAR UNIVERSITY
Demand destruction spreads from travel to housing
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21 SEP21 SEPBLOOMBERG SURVEILLANCE
AI boom and fiscal bill drive nominal GDP
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21 SEP21 SEPPROF G MARKETS
Meta's first-party data as an AI moat
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
21 SEP21 SEPPROF G MARKETS
Fed rate hike as necessary inflation tool
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21 SEP21 SEPTHE BEST EVER CRE SHOW
Institutional developers building retail arms
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21 SEP21 SEPODD LOTS
US industrial policy as a national security imperative
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21 SEP21 SEPODD LOTS
US faces a severe manufacturing mass deficit vs China
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21 SEP21 SEPCAPITAL ALLOCATORS
Low forward returns for 60/40 portfolios
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21 SEP21 SEPCAPITAL ALLOCATORS
Biotech as an inefficient, high-conviction niche
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21 SEP21 SEPCAPITAL ALLOCATORS
Opportunistic alpha hunting in niches
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21 SEP21 SEPTHE TWENTY MINUTE VC
UiPath's orchestration as the AI agent control layer
ORIGINAL IDEAFIRST ON PATH IN 30 DAYSPATHOpen in Zortix →
21 SEP21 SEPFINTECH INSIDER PODCAST BY 11:FS
Nubank's US entry via expat remittances and word of mouth
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDENUOpen in Zortix →
21 SEP21 SEPINVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
Low cost obsession as Walmart's competitive edge
SHOWS SPLIT13 SHOWS · NOT ALL ON THE SAME SIDEWMTOpen in Zortix →
20 SEP20 SEPALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
AppLovin's ML 2.0 algorithm as a performance moat
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20 SEP20 SEPALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Aggressive buyback as a capital allocation masterstroke
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20 SEP20 SEPMONETARY MATTERS WITH JACK FARLEY
Copper demand surge from AI and data centers
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20 SEP20 SEPMONETARY MATTERS WITH JACK FARLEY
Uranium driven by long-term reactor build-out
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20 SEP20 SEPMONETARY MATTERS WITH JACK FARLEY
Royalty model as a low-risk commodity exposure
ORIGINAL IDEAFIRST ON TPL IN 30 DAYSTPLOpen in Zortix →
20 SEP20 SEPMONETARY MATTERS WITH JACK FARLEY
Gold's decoupling from oil signals bullish run
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20 SEP20 SEPTHOUGHTFUL MONEY
S&P 500 target pushed to mid-2025
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20 SEP20 SEPTHOUGHTFUL MONEY
Yen carry trade unwind pressuring global yields
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20 SEP20 SEPTHOUGHTFUL MONEY
Yen carry trade unwind lifting global yields
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20 SEP20 SEPTHOUGHTFUL MONEY
Baby boomer wealth driving resilient consumer spending
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20 SEP20 SEPEXCESS RETURNS
Multi-factor investing as necessary diversification
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20 SEP20 SEPEURODOLLAR UNIVERSITY
Diesel price spike as a real economic risk
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20 SEP20 SEPEURODOLLAR UNIVERSITY
Energy shocks ultimately cause demand destruction, not inflation
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NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND