Drago Milosevic
Hedgeye Financials analyst focused on payments and fintech who offers detailed commentary on payment economics, stablecoins, and regulatory proposals affecting the sector.
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Jan 28, 2026 • 1h 19min
"The Ship Would Sink In Two Months" | Protect the Pile: Episode 5
Drago Milosevic, payments and fintech analyst who explains stablecoins and regulatory shifts. Josh Steiner, banking and credit analyst who tracks cards, lending, and macro credit dynamics. They debate a proposed 10% APR cap, how stablecoins could reshape deposits and settlement, why payment rails resist disruption, and the real-world fallout for banks, cardholders, and rewards.
