Zortix
Ask Zortix…⌘KSign in
The attributed archive

Ideas

Every idea extracted from finance podcasts, filterable by window, depth and type — ordered by how thoroughly each one was argued, not by date.

1242 IDEAS · LAST 7 DAYS · EVERY ONE LINKED TO ITS SOURCE
15 OCT5D AGOWSJ WHAT'S NEWS
AI build-out drives big bank investment banking fees
4 SHOWS AGREE4 SHOWS · SAME SIDEGSOpen in Zortix →
15 OCT5D AGOTHOUGHTFUL MONEY
Value factor opportunity in a rising rate regime
Open in Zortix →
15 OCT5D AGOTHOUGHTFUL MONEY
Energy's bullish supply-demand dynamic
Open in Zortix →
15 OCT5D AGOTHOUGHTFUL MONEY
Record corporate profits face populist political risk
Open in Zortix →
15 OCT5D AGOTHOUGHTFUL MONEY
Capital window closing for AI investment boom
Open in Zortix →
15 OCT5D AGOBLOOMBERG SURVEILLANCE
Front-end of yield curve favored over long end
Open in Zortix →
15 OCT5D AGOBLOOMBERG SURVEILLANCE
AI trade shifts to quality and picks-and-shovels
Open in Zortix →
15 OCT5D AGOBLOOMBERG SURVEILLANCE
Long-term plan beats chasing daily data
ConceptOpen in Zortix →
15 OCT5D AGOBLOOMBERG SURVEILLANCE
State-level AI policy potholes ahead
Open in Zortix →
15 OCT5D AGOUNCHAINED
Papertrade's 1000x perps as a bucket shop experiment
Open in Zortix →
15 OCT5D AGOUNCHAINED
AI disruption not yet material for incumbents
ConceptOpen in Zortix →
15 OCT5D AGOUNCHAINED
Technical moats are dead
ConceptOpen in Zortix →
15 OCT5D AGOUNCHAINED
Hardware wallet supply chain attacks as physical software risk
Open in Zortix →
15 OCT5D AGOEURODOLLAR UNIVERSITY
BDC sponsors shopping portfolios is a bearish signal
Open in Zortix →
15 OCT5D AGOEURODOLLAR UNIVERSITY
Leveraged loan price drop confirms credit stress
Open in Zortix →
15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Silver's dual macro and industrial tailwinds
Open in Zortix →
15 OCT5D AGOWSJ WHAT'S NEWS
UBS mulls US move on Swiss capital rules
UBSOpen in Zortix →
15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Internal market crash masked by passive flows
Open in Zortix →
15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Year-end convergence trade on market distortion
Open in Zortix →
15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Treasury and Fed tricks to rally bonds
Open in Zortix →
15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Fed faking a hiking cycle into a wounded consumer
Open in Zortix →
15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Nike as a Category 5 capitulation buy
SHOWS SPLIT12 SHOWS · NOT ALL ON THE SAME SIDENKEOpen in Zortix →
15 OCT5D AGOWSJ WHAT'S NEWS
AI sell-off on valuation and rate jitters
Open in Zortix →
15 OCT5D AGOA16Z PODCAST
Merchant split on agentic commerce reception
SHOWS SPLIT25 SHOWS · NOT ALL ON THE SAME SIDEAMZNWMTSHOPOpen in Zortix →
15 OCT5D AGOA16Z PODCAST
Wallet wars to become the default AI agent payment layer
SHOWS SPLIT3 SHOWS · NOT ALL ON THE SAME SIDEPYPLOpen in Zortix →
15 OCT5D AGOA16Z PODCAST
Vaults shift from single-player to multiplayer
Open in Zortix →
15 OCT5D AGOTHE JULIA LA ROCHE SHOW
Gold's beach ball underwater on Fed pivot
Open in Zortix →
15 OCT5D AGOTHE JULIA LA ROCHE SHOW
AI data center financing cracks as a last saloon
Open in Zortix →
15 OCT5D AGOCOMMODITY CULTURE
Digital currencies as a tool of state control
Open in Zortix →
15 OCT5D AGOCOMMODITY CULTURE
Bitcoin's hidden counterparty risk in custody
Open in Zortix →
← PreviousNext →
NOT INVESTMENT ADVICE · RESEARCH & EDUCATION ONLY · ZORTIX SUMMARISES WHAT WAS SAID ON PODCASTS · IT DOES NOT RECOMMEND