Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback

19 snips

Oct 8, 2024

Dan Dolev, a Senior analyst at Mizuho specializing in fintech, shares insights on the upcoming challenges for Visa and Mastercard. He discusses PayPal's impressive comeback under new leadership and explores the fierce competition in digital payments. The conversation highlights Affirm's innovative credit solutions and Accenture's strategic role in AI advancements. Additionally, the unexpected jobs report triggers market reactions that could reshape economic forecasts. Dolev’s expertise sheds light on how these dynamics influence the fintech landscape.

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ANECDOTE

PayPal's CEO

PayPal's stock performance improved after Alex Crisp became CEO.
Initially, Crisp wasn't a top choice, highlighting the importance of recognizing potential.

INSIGHT

Amazon-PayPal Partnership

Collaborating with Amazon on "Buy with Prime" was a game-changer for PayPal.
This partnership increased PayPal's visibility and conversion rates on Amazon's platform.

INSIGHT

Apple Pay vs. PayPal

Apple Pay's dominance hurt PayPal, but Apple is opening its NFC chip to third-party apps.
This change creates an opportunity for PayPal to become a secondary payment option on Apple devices.

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On this TCAF Tuesday, Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Levchin is important to watch and Accenture as a "picks and shovels" play for investing in AI. Then, at 44:47, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!

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