Okay, Computer 10/12/22: Fintech Dimons in the Rough: A Conversation with Chuckie Reddy of QED Investors
RiskReversal Pod
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Are We Going to Have Fatalities in QED?
QED is currently going through the cost-cutting cycle throughout every company. Many of these companies are still overfunded from when they took checks in late last year. So as a result, this cycle is actually going to take much longer to play out than people expect. It's probably an 18 month cycle before everything fully gets repriced. We're at the very beginning of that. This was not going to be 2022. We wake up in 2023 and we feel good.
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