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Which podcasts are discussing SOFI?
10 ATTRIBUTED IDEAS · 10 EPISODES · 7 SHOWS
The shows
The Julia La Roche Show
Motley Fool Money
Fintech Insider Podcast by 11:FS
Goldman Sachs Exchanges
Real Vision Daily Briefing
The Meb Faber Show
The Options Insider Radio Network
Where the discussion went deepest
31 JUL2W AGOMOTLEY FOOL MONEY · 02:30
JPMorgan's scale over SoFi's growth
“The speakers favored JPMorgan Chase over SoFi, arguing its scale, financial health, and dividend provide more comfort and likely equity upside than SoFi's higher-growth but less proven model.”
When Leverage Goes Wrong on Wall Street
Core thesis · 5/5Verify in source →
29 JUL2W AGOMOTLEY FOOL MONEY · 00:42
SoFi trades at bank valuation disconnect
“The bear case argued: SoFi is fundamentally a retail bank and its premium valuation is unjustifiable relative to traditional lenders, while the bull case emphasized its high growth rate, member additions, and product expansion.”
The Consumer Is All Right!
In depth · 4/5Verify in source →
17 JUL4W AGOTHE MEB FABER SHOW · 31:09
SoFi relies on aggressive accounting and subsidies
“The speaker presented a bear case that SoFi uses aggressive Fair Value Option accounting and circular, subsidized financing to inflate loan valuations and report artificially high earnings.”
Muddy Waters’ Carson Block on How AI Could Unwind the S&P 500
In depth · 4/5Verify in source →
18 DEC18 DEC 2025GOLDMAN SACHS EXCHANGES · 05:00
Consumer stress hidden in online lending data
“The guest argued that the US consumer is more levered than traditional bank data suggests, with stress hidden in the rapid growth of online consumer lending (e.g., Upstart, SoFi) and student loan defaults.”
‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
In depth · 4/5Verify in source →
9 JUL9 JULFINTECH INSIDER PODCAST BY 11:FS
Action-based metrics override engagement in AI UX
“Product teams should measure AI success through downstream user behavior changes rather than raw engagement metrics.”
1079. Insights: US firms leading the AI customer experience race · with Robinhood
Substantive discussion · 3/5Verify in source →
4 JUL4 JULTHE JULIA LA ROCHE SHOW · 27:07
Large-cap banks favored over regional KRE ETF
“The speaker argued that regional bank stocks in the KRE ETF will likely struggle due to small-cap headwinds, while institutional investors favor liquid, large-cap money-center banks.”
#385 Chris Whalen: Gold Headed Higher, Goldman $4,900 Target, Silver China Buying Spree · with BDCs
Substantive discussion · 3/5Verify in source →
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