
503. The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age (Eric Byunn)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
00:00
Historic fintech cycles and current themes
Eric reviews past waves—lending, crypto, challenger banks—and says Centana favors behind-the-scenes picks-and-shovels plays.
Play episode from 06:17
Transcript


