Fixing PayPal With Dan Dolev, Stop Crying and Buy Bonds

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 31 October 2023

⏱️ 94 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of TCAF Tuesday, Downtown Josh Brown is joined by Dan Dolev to discuss Paypal, SoFi, Affirm, and the latest in Fintech! Then Josh teams up with Michael Batnick for an all-new episode of What Are Your Thoughts. See what they have to say about a 4th quarter rally, the American economy, interest rates, dumb money, Apple's M3 chips, and much more! Thanks to Public for sponsoring this episode! Go to https://public.com/compound to lock in a historic 5.5% yield on your cash. Watch this episode on YouTube: https://youtube.com/live/p_l---n_Bhk Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Ladies and gentlemen, welcome to the compound and friends. I'm your host downtown Josh Brown.
0:04.6	On tonight's episode, we'll be talking to Dan Dolev of Mizzouho Americas. Dan is covering some
0:12.5	of our favorite names that we talk about all the time from the FinTech world. And we're going to
0:17.2	get into PayPal. We'll get into payments and credit cards and so far and all kinds of good stuff.
0:23.2	Following that, it's another edition of What Are Your Thoughts. It's me. It's Michael Batnik.
0:28.3	Everybody's in the background doing their thing. I think you'll have a lot of fun.
0:31.6	Thank you so much for listening. We'll see you soon.
0:39.9	Welcome to The compound and friends. All opinions expressed by Josh Brown, Michael Batnik,
0:44.5	and their castmates are solely their own opinions and do not reflect the opinion of Redholds
0:48.7	Wealth Management. This podcast is for informational purposes only and should not be relied upon
0:53.3	for any investment decisions. Finds that Redholds Wealth Management may maintain positions in
0:57.8	the securities discussed in this podcast. Okay, we're here with Dan Dolev. Dan is the managing
1:04.8	director at Mizzouho Group. Mizzouho Capital. Mizzouho Group. Mizzouho, yeah, Mizzouho Group or
1:11.4	Mizzou Americas. Let's call it America. How long have you been there, Dan? Been here
1:16.1	actually north of three years now. So I started it in the depth of COVID. Okay. And it's been a
1:22.4	great run. Good for you. All right. So you cover a lot of fintech, a lot of credit card, a lot of
1:28.0	payments. These are some of the more interesting stories in our world. And I wanted to have you on
1:33.8	we're in the middle of earning season and just run through some of the bigger story lines and some
1:39.6	of the reports that you've seen so far and what you're thinking is going on. I just want to start
1:45.2	from the top down just the state of fintech. It appears that multiples of coming down come down
1:51.2	not very surprising given how quickly interest rates have gone up. And in the end, a lot of these
1:56.4	companies are deeply involved with finance and the consumer. And we've seen that away from fintech as
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