FINTECH TAKES

Welcome to Fintech Takes—the place where fintech’s biggest nerds come to sit back, relax, and completely geek out.

Not Fintech Investment Advice: Nekuda, Vontive, Atticus, & Affiniti

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June 4, 2025

Fintech Recap: Chime’s Rorschach Test, Fintech vs. Sand, and Crypto’s Legislative Makeover

In this week’s episode of Fintech Recap, Jason Mikula and I break down a surprisingly busy run of headlines. The IPO window is open after all: eToro priced above its range, Circle (the issuer of the USDC stablecoin) is eyeing a debut, and we can’t not dig into Chime’s S-1. First up: the S-1 heard […]

May 28, 2025

Fintech Takes: Gambling, Finance, and the Fallout

Welcome back to the Fintech Takes podcast. I’m your host, Alex Johnson, and today we’re digging into one of the most urgent (and underdiscussed) financial issues in America: gambling. My guest is Alex DeMarco, founder and CEO of MoneyStack, who’s helping reframe gambling addiction not just as a behavioral health issue, but as a financial […]

May 21, 2025

Not Fintech Investment Advice: Cardamon, Sprive, Figg, & Glide

Welcome back to Not Fintech Investment Advice, the podcast where Simon Taylor and I (Alex Johnson) talk through fintech companies we’re intrigued by, puzzled by, and occasionally want to manifest into existence (but definitely not invest in). First up is Cardamon, the cozy-sounding AI copilot tackling the cold, hard world of compliance. They’re building a […]

May 14, 2025

Fintech Takes: What the Hell’s Going On (Bank Regulation, Stablecoins, and Credit)

Welcome back to Fintech Takes. I’m your host, Alex Johnson, and joining me for his second spin on the podcast merry-go-round is Rob Blackwell (Chief Content Officer at IntraFi and host of the Banking With Interest podcast). There’s a whole lot of what the hell is going on in D.C. right now, so we’re officially […]

May 7, 2025

Fintech Recap: BaaS Breakdown, Super App Déjà Vu, and the Tomo Trainwreck

Welcome back to Fintech Takes. I’m Alex Johnson, joined by Jason Mikula, and we are once again unable to resist the siren call of Bass Island. Tour we must. First up on BaaS Island, Increase is trying to buy a tiny Washington state bank to build the BaaS Warp Core of the future: tight tech […]

April 30, 2025

Fintech Takes: The Prodigal Return of Frank Rotman; On Financial Nihilism and Rebuilding The Game

Welcome back to the Fintech Takes podcast. I’m your host, Alex Johnson, and today, one of our favorite guests is making a triumphant return visit—Frank Rotman, founding partner and CIO at QED Investors. Frank has a theory: in his words, the game of life is getting “harder to win.” Debt is piling up, wages are […]

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