No single ticker was named. Fintech & payments ETFs are the exposure this bearish thesis argues against, most actionable for readers who already hold them. Not a recommendation.
Catapult trade blow-up from overconfidence
The guest's thesis on Catapult (a post-SPAC BNPL company) failed due to overconcentration and misjudging its dependency on a single, fading pandemic beneficiary (Wayfair).
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