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RiskReversal Pod

What's In Your Merger Agreement? with Trevor Marshall + Funders x Founders with Ajay Kamat & Ethan Agarwal | Okay, Computer. Podcast

Feb 21, 2024
Tech and fintech headlines covered include Capital One's plan to acquire Discover Financial, crypto, and AI winners/losers. The Funders x Founders segment features The Coterie's background, Silicon Valley Bank debacle impact, and current macroeconomic environment. Also discussed are market narratives, stock market evolution, and transition from founder to investor in the tech venture industry.
01:05:34

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Quick takeaways

  • The Coterie addresses the financial needs of individuals with assets-based income, creating tailored solutions.
  • Traditional wealth management lacks customization for specific interests like crypto, private equity, and real estate.

Deep dives

The Frustration of Traditional Banking

Ethan Agarwal, the CEO and co-founder of the Coterie, experienced frustration with traditional banking when he was looking for a mortgage without a salary. He realized that many people's total compensation came from assets rather than salary, and traditional institutions were not taking this into account when assessing risk.

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