Brew Markets

PayPal Partners With Alphabet & Inside the Fed: Who Votes?

10 snips
Sep 18, 2025
Discover how PayPal is teaming up with Alphabet to revitalize its potential after years of stagnation. Gain insights into the Federal Reserve's voting process, including the roles of the Board of Governors and the FOMC. Plus, delve into market highlights like NVIDIA's strategic moves, Darden's innovative menu adjustments linked to GLP-1, and the FTC's actions against Live Nation. This episode connects financial innovation with the latest market trends!
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INSIGHT

PayPal's Missed Opportunity

  • PayPal has scale and tenure but failed to capitalize on trends like BNPL early enough.
  • Its share price fell ~60% over five years despite 266M monthly active accounts, showing slow innovation costs investors.
INSIGHT

Partnerships To Reboot Growth

  • PayPal is pursuing AI partnerships and enterprise integrations to drive commerce within AI clients.
  • Alphabet will integrate PayPal's enterprise products to process card payments across Google Cloud and Google Play.
INSIGHT

How Fed Voting Is Structured

  • The Fed's structure mixes appointed governors and regional bank presidents to set policy.
  • The FOMC has 12 voting members at a time: all seven governors plus five rotating regional presidents.
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