

2021 Year in Review with Guest Host, Guy Anderson | E205
Dec 28, 2021
39:15
Today is the 2021 year in review show and Jason brought back his colleague and occasional guest host, Guy Anderson, to interview him on the course of events and what happened in the past year.
Episode Highlights:
- 00.42: This is our second year in review, and Jason has done over 200 podcasts now in the fintech space. No one in the country understands the Fintech landscape better than you, says Guy
- 04.08 Jason says that data tells other institutions about who it is you are. That data allows the current bank or financial institution to make decisions regarding services and products and other things that you can offer you.
- 06.10: We need to think about the ability to create technology that truly is client-centric in its focus, and to do that, we need to be able to access the data securely and effectively.
- 10.52: Swift data is a platform for securely storing your data. With this, if you have open banking, you can store everything. You could technically leave it in the institution connecting institutions or can extract it and keep it yourself, says Jason.
- 20.38: Jason says Holistiplan came on the scene couple of years ago. It takes up pdfs with a tax return, spits out a user-friendly report, let people know what’s going on with the tax return, and is also a helpful tool for demonstrating value and helping clients.
- 24.51: Microsoft working on HoloLens doesn’t even have monitors anymore. This is where they headsets and have monitors rendered in front of them.
- 28.31: The difference between fractional ownership and blockchain is that blockchain being divisible means that they have to take zero-risk by its nature.
- 30.08: When you think about your choices as an owner of a real estate property or your own home for accessing the capital within that property, it is minimal borrowing, says Jason.
- 31.22: Diversification can own fractional real estate worldwide, and it’s finally coming to markets and finally coming true, says the guy.
3 Key Highlights
- Guy asks Jason, you had a podcast with a company called Flinks, who are they, and who are some of the other prominent players in the open banking space?
- People talk about as mass proliferated Bitcoin is. However, there is still friction and anything that reduces friction access for the common person or investment accounts or whatever it is, gets the rewards, says Jason.
- NFT, Non-fungible tokens are proof of ownership of something on a blockchain. So, in theory, your house could be NFT, says Jason.
Tweetable Quotes
- “In Swift data technically, the network verifies the data amongst itself and its validity. Theoretically, it is possible for something that we call disclosure list disclosure.” – Jason
- “Holistiplan technology is now far more accessible and far more accurate than standard things, especially the tax forms.” – Jason
- “The governments worldwide need to empower consumers, protect them, and encourage competition. The rates to our data should be enshrined into law.” – Jason
Resources Mentioned:
- Facebook – Jason Pereira’s Facebook
- LinkedIn – Jason Pereira’s LinkedIn
- Woodgate.com – Sponsor
- Podcast Editing
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