The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified cover image

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.

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