Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 2min
Visa's History
02:07 • 3min
The History of Installment Credit
04:51 • 3min
The Rise and Fall of the Bank of America Credit Card
07:30 • 3min
The Tap to Pay Revolution Hasn't Cuddled
10:03 • 3min
The History of Visa
12:35 • 5min
Visa's Value-Added Services
17:43 • 3min
Visa's Competitive Advantages and Threats
20:22 • 2min
The Future of Payment Processing
22:01 • 5min
The Impossibility of Switching Over to Google Pay
26:44 • 4min
The Future of Visa
31:01 • 3min
Visa Direct's Net Revenue and Gross Profit
34:15 • 3min
Should a Company Buy Back Stock?
37:24 • 4min
Visa and MasterCard Take More Than They Deserve
41:10 • 2min
Amex's Pros and Cons
42:50 • 2min
Visa's Future Growth Opportunities
44:37 • 2min
Why Visa Direct Is the Future of Payments
46:44 • 2min
The Future of Visa Direct
48:28 • 2min
The Role of Visa Direct in FinTech Solutions
50:05 • 3min
The TAM Saturation of Cashless Payments
52:56 • 4min
The Bear Case for a Public Company
56:43 • 2min
The Bear Case for Moody's
58:25 • 1min
The Threat to the Card Numbers
59:52 • 3min