Visa, Mastercard, and the Price of a Swipe & Instacart Delivering Tech
Brew Markets
Investor Reaction and Missing Financials
Ann questions the financial transparency of Instacart’s enterprise segment and notes stock movement amid incomplete disclosures.
Episode 62: Today, Ann examines the evolution of Instacart - from marketplace to software-as-a-service - and where the new CEO wants to go next. Then we discuss the potential changes coming to payments and why your pricey rewards card may be rejected by some merchants. Plus in honor of Veterans Day, we welcome asset manager Ted Oakley to share not only his market perspectives, but lessons learned from his time in the Army.
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00:00 Welcome to Brew Markets Daily
00:30 $CART Earnings
03:00 Visa and Mastercard’s New Deal
09:00 Ted Oakley Joins
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