Navigating Financial Nihilism in Fintech

In this episode I talk with Frank Rotman, Founding Partner and Chief Investment Officer of QED Investors, a leading fintech-focused venture capital firm managing $4.3 billion that has backed over 200 companies.

A seven-time Forbes Midas List honoree, Frank shares his remarkable journey—from shaping Capital One’s groundbreaking, data-driven strategy during his 13 years there, to co-founding QED Investors, which has since become a global powerhouse in the fintech ecosystem.

Frank is also a widely respected thought leader—you may know him as @fintechjunkie on X—where his essays and insights on startups, investing, and market cycles reach tens of thousands. In this conversation, he reflects on lessons from three decades in finance and venture capital, his philosophy on backing founders, and where he sees fintech heading next.

Fintech Junkie

Something Ventured

8-Bit Capital