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Ep 6 - Mega Brands - An epic conversation with a Fintech & payments specialist investor Warren Fisher, Manole Capital

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Manage episode 291020319 series 2918135
内容由Eric Clark提供。所有播客内容(包括剧集、图形和播客描述)均由 Eric Clark 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In episode 6, I have a great conversation with Fintech & payments specialist Warren Fisher from Manole Capital. Manole runs a suite of separate accounts and a long/short hedge fund dedicated to this important and disruptive thematic. We talk about his definition of fintech, his presentation called "the death of cash", bitcoin and crypto along with the recession resistant digital payments industry. The leading fintech stocks have had extraordinary runs over the last few years but if you widen the lens this thematic is likely in inning 2 on a global basis.

For more information on Manole, https://www.manolecapital.com

The death of cash presentation: https://www.manolecapital.com/death-of-cash

For more info on investing in Mega Brands: https://www.globalbrandsmatter.com

  continue reading

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Manage episode 291020319 series 2918135
内容由Eric Clark提供。所有播客内容(包括剧集、图形和播客描述)均由 Eric Clark 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In episode 6, I have a great conversation with Fintech & payments specialist Warren Fisher from Manole Capital. Manole runs a suite of separate accounts and a long/short hedge fund dedicated to this important and disruptive thematic. We talk about his definition of fintech, his presentation called "the death of cash", bitcoin and crypto along with the recession resistant digital payments industry. The leading fintech stocks have had extraordinary runs over the last few years but if you widen the lens this thematic is likely in inning 2 on a global basis.

For more information on Manole, https://www.manolecapital.com

The death of cash presentation: https://www.manolecapital.com/death-of-cash

For more info on investing in Mega Brands: https://www.globalbrandsmatter.com

  continue reading

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