Exploring the competition between Upstart and FICO in credit reporting, emphasizing FICO's historical dominance and Upstart's innovative approach to assessing loan risk beyond traditional credit scores. The chapter also discusses the potential coexistence of the two companies by addressing the limitations of current credit scoring systems and factors affecting Upstart's market performance.
Just how resilient is resilient?
(00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.
Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups.
Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN
Host: Mary Long
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Dez Jones
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