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What the podcasts are saying about
AFRM
In-depth coverage
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Mentions · 7d
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Mentions · 30d
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Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
17 JULTHE JULIA LA ROCHE SHOW · 01:05
Private credit contagion spreads to consumer credit
“The private credit crisis is expanding into consumer credit funds as retail investors flee vehicles holding consumer paper.”
In depth · 4/5Verify in source →
17 JULMARKETPLACE · 09:45
Fintechs seek US banking charters to scale
“The thesis argued is that mature fintech and buy-now-pay-later companies are increasingly pursuing US banking licenses to access cheaper, insured deposit funding and unlock new growth avenues.”
In depth · 4/5Verify in source →
16 JULTHE DERIVATIVE · 08:45
US growth is unsustainably dependent on credit
“The thesis argues that US GDP growth is highly vulnerable because all three of its primary drivers - government, corporates, and consumers - are heavily reliant on debt and asset appreciation.”
Core thesis · 5/5Verify in source →
16 JULFINTECH INSIDER PODCAST BY 11:FS · 06:45
BNPL expands into essential expenses like rent
“Buy Now, Pay Later (BNPL) is transitioning from discretionary retail purchases to essential household expenses like rent, acting as a cash-flow management tool.”
In depth · 4/5Verify in source →
4 JULTHE TIM FERRISS SHOW · 09:30
Transparent BNPL models disrupt traditional credit cards
“The guest argued that financial products optimized for societal benefit—such as transparent, non-revolving Buy Now Pay Later (BNPL) structures—can outcompete traditional credit cards by driving superior long-term consumer retention.”
Core thesis · 5/5Verify in source →
4 JULTHE TIM FERRISS SHOW · 00:15
Affirm disrupts traditional credit card models
“The bull case for Affirm centers on its transparent, no-late-fee BNPL model capturing market share from traditional credit cards, aided by superior machine learning underwriting and future AI-agent integration.”
Core thesis · 5/5Verify in source →
4 JULTHE TIM FERRISS SHOW · 03:30
AI agents will accelerate embedded finance
“The guest argued that the rise of agentic commerce will structurally benefit consumer-aligned financial platforms like Affirm, as AI assistants will naturally route transactions to transparent, interest-free payment options.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION