MacroThesis tracks the macro thinkers and investors worth following. We capture what they actually said — verbatim, timestamped and sourced. You get the calls, trade ideas, and thesis changes that matter.
7,133 calls on file, every one with quote, timestamp and source.
live pipeline · terminal view
Respected thinkers in macro, markets, credit, resources and digital assets. The system reads every word they say, going back a year.
Every name opens a live profile, updated as they speak.
…and 25+ more
See the full roster →Tracked across 1,625 appearances, and counting. ↓
These are counts from the live corpus. They grow every hour.
Five AI agents, one per stage. The verify step is a gate: no quote gets through unless it matches the transcript word for word. What you read is what was said.
Catches every appearance the thinker makes across 450+ shows, even when the guest isn't tagged.
→Turns speech into structured calls, each pinned to an exact quote and its timestamp.
→Rejects any quote that isn't in the transcript word for word, then re-anchors its timestamp.
→Maps every call to a fixed vocabulary of assets, tickers and 28 topics.
→Surfaces the signal: trade ideas, key calls, and the moment a thesis changes from before.
When someone you follow floats an actionable idea, it's flagged and priced from the day they said it — against the real instrument.
Recommends Cameco as the most competitive uranium producer
"I would focus on Cameco."
A single digest of the thesis changes, new calls and debates across the roster. Skimmable in a minute.
An email as soon as someone you follow makes a new appearance — with the main calls and quotes. Included on every plan.
Start from a person or a theme. Every profile and every theme opens straight to the calls behind it.
Every call links to the original on Apple Podcasts, Spotify or YouTube — with the exact timestamp it was said.
Save the quotes that matter, add your own notes, and copy everything out as clean Markdown.
Read the whole appearance end to end, every extracted call linked in place — not just the highlighted lines.
Pick a theme — get a weekly, monthly or quarterly digest, sourced to the call.
Every new account starts with full Investor access — no card required. Keep the memory, timeline & trade ideas from $9.99 a month.
The full memory: every call ever extracted, the timeline, bull-vs-bear and trade ideas.
Start 14-day free trialFor power users: executive summaries by theme, full transcripts and export.
Go ProEvery new account starts with a 14-day Investor trial, no card required. When it ends you keep a limited view of the last 30 days until you upgrade. And we're just getting started.
You get the calls that matter, the trade ideas, and the moment a thesis changes — quote, timestamp and source attached.