Business
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 Manole portfolio info: https://www.manolecapital.com/portfolios February 2021 Newsletter: https://b9f3c509-36e7-4c54-97bf-174f29a2aa48.filesusr.com/ugd/43315f_1231219e5a7f4c05a341821cf51c8550.pdf Retail trading update: https://b9f3c509-36e7-4c54-97bf-174f29a2aa48.filesusr.com/ugd/43315f_ca99482f463e4fffbda93cf323cd2cba.pdf --- Support this podcast: https://anchor.fm/megabrands/support