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BULLISHSubstantive discussion · 3/5

Fintech's strong moat from moving money

The guest argued that fintech companies have a very strong and defensible moat because they touch money.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
REVIVED · 44 MENTIONS · 33 EPISODES · 17 SHOWS
12 SEP 2025 — 13 AUG 2026 · 5D AGO
19 SUPPORT · 4 CHALLENGE · 4 UPDATE · 2 REPEAT · 15 MENTIONED
  1. 12 SEP 2025 · FIRST HEARD
    THE BUSINESS BREW
  2. 9 EPISODES BETWEEN · 11 MENTIONS
    1. 15 OCT 2025
      THE BUSINESS BREW
    2. 17 DEC 2025
      THE TIM FERRISS SHOW
    3. 18 FEB 2026 · CHALLENGES
      THE COMPOUND AND FRIENDS
    4. 26 FEB 2026
      THE ACQUIRERS PODCAST
    5. 27 FEB 2026 · CHALLENGES
      THE MEB FABER SHOW
    6. 3 MAR 2026
      YET ANOTHER VALUE PODCAST · 3 MENTIONS
    7. 4 MAR 2026
      THE COMPOUND AND FRIENDS
    8. 9 MAR 2026
      THE TWENTY MINUTE VC
    9. 10 MAR 2026
      GOLDMAN SACHS EXCHANGES
  3. 16 MAR 2026
    THE TWENTY MINUTE VC · 6 MENTIONS
  4. 16 EPISODES BETWEEN · 20 MENTIONS
    1. 18 MAR 2026 · CHALLENGES
      MONETARY MATTERS WITH JACK FARLEY
    2. 19 MAR 2026 · UPDATES
      THE ACQUIRERS PODCAST
    3. 19 MAR 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    4. 21 MAR 2026
      THE POMP PODCAST · 2 MENTIONS
    5. 26 MAR 2026
      THE TWENTY MINUTE VC · 2 MENTIONS
    6. 26 MAR 2026
      THE BUSINESS BREW · 2 MENTIONS
    7. 28 MAR 2026
      THE POMP PODCAST
    8. 3 APR 2026
      MASTERS IN BUSINESS
    9. 3 APR 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    10. 9 APR 2026
      EXCESS RETURNS
    11. 15 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
    12. 19 APR 2026
      A16Z PODCAST
    13. 20 APR 2026
      THE TWENTY MINUTE VC
    14. 23 APR 2026
      THE TWENTY MINUTE VC
    15. 23 APR 2026
      A16Z PODCAST
    16. 3 AUG 2026 · 2W AGO · UPDATES
      THE TWENTY MINUTE VC · 2 MENTIONS
  5. 8 AUG 2026 · 1W AGO · UPDATES
    ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  6. 11 AUG 2026 · 1W AGO
    BANKLESS
  7. 11 AUG 2026 · 1W AGO
    THOUGHTFUL MONEY
  8. 11 AUG 2026 · 1W AGO
    EXCESS RETURNS
  9. 12 AUG 2026 · 6D AGO
    A16Z PODCAST
  10. 13 AUG 2026 · 5D AGO
    THE TWENTY MINUTE VC
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE