On this episode of The Real Eisman Playbook, Steve Eisman is joined by analyst Ken Suchoski to break down the world of payments. The two of them discuss the benefits and risks of stablecoins, why Visa and Mastercard are still dominant, the collapse of Fiserv, and much more.
00:00 - Intro
01:20 - What Are Stablecoins?
08:50 - Tether, Circle, & Potential Risks
20:33 - Consumer Payments vs Commercial Payments
28:39 - Back to Circle's Stock
30:35 - Traditional Payments: Visa & Mastercard
40:15 - Investing Outside of Visa & Mastercard
42:45 - What's Happened with Fiserv?
48:41 - PayPal, Block, Toast, & More
57:05 - Outro
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