Best Fintwit Podcasts (2024)

1
57. Sequencing Risk: Why The Expected Value Is Not What You Should Expect | Cockroach Strategy (Part 2) 19:53

3M ago19:53

19:53

In this second episode of the Cockroach Series, Jason Buck (Mutiny CIO) and Taylor Pearson (Mutiny CEO) delve into the intricacies of sequencing risk and its profound impact on portfolio construction. They explore concepts like expected value, ergodicity, and the importance of return order on investment outcomes. Whether you're planning for retirem…

1
56. Is the Stock Market Really as Predictable as You Think? Decoding the Cockroach Strategy (Part 1) 20:49

5M ago20:49

20:49

In this episode, Jason Buck (Mutiny CIO) and Taylor Pearson (Mutiny CEO) embark on the first of a series discussing the Cockroach Strategy. They are excited to share insights into the decade-long development of this strategy. Jason and Taylor explore the probabilities of loss over extended time horizons, shedding light on often overlooked aspects o…

1
S7 Ep6: How Candidly Delivered Nearly $1 Billion in Student Loan Savings, with Laurel Taylor 41:05

9M ago41:05

41:05

Student loan debt is a major issue in the United States, affecting millions of Americans. Nicole sits down with Laurel Taylor, CEO and Founder of Candidly, to discuss how her company is using technology to empower individuals and help them navigate the complexities of student loan repayment. Laurel shares her personal journey and the challenges she…

1
S7 Ep5: Nina Mohanty on the Immigrant Experience and Financial Inclusion 36:15

11M ago36:15

36:15

In this episode, Nicole sits down with Nina Mohanty, the founder of Bloom Money, a platform that provides financial options for immigrants. Nina shares her personal experience as a first-generation immigrant and discusses the importance of diversity in the fintech industry. She also chats with Nicole about the need for financial inclusion and expla…

1
S7 Ep4: Breaking Barriers with Fintech’s Most Powerful Women (Live from Money 20/20) 41:43

11M ago41:43

41:43

Meet fintech’s most influential women in the industry. Sasha Pilch, Principal at Fin Capital, Emma Zhang, Founder and CEO of Pactfi, and Kathryn Petralia, Co-Founder of Keep Financial, join Nicole live from Money 20/20 to discuss the importance of female representation and empowerment in fintech. With women making up less than 30% of the fintech wo…

1
S7 Ep3: Breaking Fintech Barriers and Trusting the Journey, with Anaid Chacon 36:08

11M ago36:08

36:08

Trust is a crucial element in the fintech industry, and Anaid Chacon, SVP of Product Development at Argyle, knows just how important it is to establish trust with customers. In this episode, she and Nicole discuss the challenges of building trust in fintech and how incorporating behavioral finance elements into Argyle's product helps to create a mo…

1
S7 Ep2: Banks, Fintech, and the Latin American Landscape: A Candid Conversation with Cristina Ciaravalli 33:01

11M ago33:01

33:01

In this candid conversation, Nicole takes a beat to talk with Cristina Ciaravalli about her storied career in the fintech industry, from her early beginnings working for Goldman Sachs to meeting and falling in love with tech startup, Plaid. The two chat about the differences between working for an organization like Goldman versus working for fintec…

1
55. Mutiny Funds - The Defense Strategy 49:08

12M ago49:08

49:08

We are excited to introduce a new addition to our suite of investment strategies - The Defense Strategy. It combines Mutiny Fund’s Volatility Strategy and Commodity Trend Strategy. The Volatility Strategy is designed to act as a so-called ‘black swan’ investment, achieving asymmetric gains in times of high volatility or tail risk (e.g. March 2020).…

1
S7 Ep1: Poker Power Play: Bridging the Gender Gap, with Jenny Just 46:25

12M ago46:25

46:25

Did you know that less than 7% of poker players are women? Jenny Just, the founder of Poker Power Play App, is on a mission to change that. In this episode, she and Nicole discuss the importance of women's representation in the poker world and how playing poker can develop valuable skills for both personal and professional growth. Jenny shares her …

1
S6 Ep6: Zach Anderson Pettet on the Future of Fintech, Money 2020, & Beyond 43:34

12M ago43:34

43:34

Join Nicole as she chats with fintech aficionado Zach Anderson Pettet. From the importance of diverse experiences to the irony of investment apps, they’re tackling it all so that you don’t have to. Zach delves into his personal journey with fintech, revealing how his early financial struggles shaped his interest in fintech and beyond. Then, Nicole …

1
S6 Ep5: Overcoming Your Financial Baggage, with Alejandra Rojas 44:55

1y ago44:55

44:55

In this episode, Nicole chats with Alejandra Rojas, founder of The Money Mindset Hub, about why it’s so critical for women to acknowledge and address all of the emotional baggage and trauma money brings with it. Alejandra explains why approaching money from a clearer mindset enables women to seize opportunities in an otherwise male-dominated space …

1
S6 Ep4: A Global Perspective on Embedded Finance, with Ahon Sarkar 48:36

1y ago48:36

48:36

What does the future of embedded finance look like in countries experiencing a financial revolution, with cultural norms so different from our own? General Manager to Helix, Ahon Sarkar, chats with Humans of Fintech host Nicole Casperson about the homogeneity of cultural spending across the world, including the rising appetite for greater access to…

1
54. Kris Abdelmessih - Alpha is Illusive 1:16:07

1y ago1:16:07

1:16:07

In this episode, I talk with Kris Abdelmessih, Volatility Trader and also the Author of Moontower Weekly. Kris has been actively involved in options trading for 21 years. His background encompasses commencing his journey within the trading pits alongside SIG, establishing his personal market-making team, and overseeing the commodities book for a di…

1
S6 Ep3: Feminism, Fintech, and OnlyFans, with CEO of OnlyFans, Keily Blair 21:22

1y ago21:22

21:22

We get it, we get it. When you hear the word “OnlyFans,” feminism isn’t exactly the first word that comes to mind. Keily Blair, CEO of OnlyFans, is here to explain why it should. In this live event, she and Nicole discuss the implications of fintech being a predominantly male industry and why the inclusion of women throughout the design process is …

1
S6 Ep2: The First Wealth Management App for Couples, with Plenty Co-Founder & CEO, Emily Luk 31:50

1y ago31:50

31:50

How much money do you need to have a child? What, exactly, should your finances look like before you consider buying a house? How much should you save for a wedding? You shouldn’t have to pay $1000 or more to find out the answers to these questions from a financial planner— and Emily Luk, CEO and Co-Founder of Plenty, has designed the first platfor…

1
53. Robert Mullin - Upstream Downstream 56:47

1y ago56:47

56:47

In this episode, I talk with Robert Mullin from Marathon Resource Advisors. Robert is a finance professional with 25+ years of experience managing natural resource investment portfolios for individuals, family offices and institutions. We talk about: State of commodity producers Tangential investing ideas Problems in Europe Yield farming and more! …

1
S6 Ep1: Unpacking the Gender Gaps in Fintech, with Tracey Davies and Scarlett Sieber 39:40

1y ago39:40

39:40

In this live event, Nicole sits down with Tracey Davies (President of Money20/20) and Scarlett Sieber (Chief Strategy and Growth Officer at Money20/20) to talk about their unique experiences within the fintech industry. What are the gaps in diversity and inclusion they’ve been witness to, and what are they doing to ensure their platform is used to …

1
52. PJ Pierre & Zed Francis - Are any banks solvent? 1:24:46

1y ago1:24:46

1:24:46

In this episode, I have the privilege of engaging in a captivating conversation with two distinguished guests. First, we have PJ Pierre, the Vice President of Trading and Portfolio Management at Denali Asset Management. Joining us alongside PJ is Zed Francis, the esteemed co-founder and Chief Investment Officer (CIO) of Convexitas. Topics: Are any …

1
S5 Ep6: B2C Fintech’s Greatest Misconceptions, with Katie Perry 37:49

1+ y ago37:49

37:49

On today’s pod, Nicole and guest speaker, Katie Perry, GM of B2B for the fintech app Public, are breaking down the biggest misconceptions surrounding B2C in fintech. Is B2C in Fintech still alive and thriving? What are the advantages of having a diversified perspective in the fintech market? And how can we build a better industry by encouraging wom…

1
Global EQD ’23 Breakdown with Jeff Malec (part 2) 58:34

1+ y ago58:34

58:34

Didn’t get the chance to head to Vegas for the Global EQD conference. No worries. We’ve got you covered in Part II of the Global EQD ’23 Breakdown. We're teaming up with RCM Managing Partner and host of The Derivative Podcast, Jeff Malec. Together, Jeff and Jason walk through their notes from attending the annual equity derivatives-focused conferen…

1
S5 Ep5: Dismantling the Double Standards Women in the Workplace Face, with Author Julia Boorstin 41:53

1+ y ago41:53

41:53

Did you know that studies show female-founded startups yield higher profits and sell a year earlier than male-founded companies? In this live event, Nicole speaks with CNBC Senior Correspondent Julia Boorstin about her latest book, “When Women Lead.” Julia’s book covers groundbreaking and deeply researched studies revealing the common characteristi…

1
S5 Ep4: NYT Bestselling Author Daniel Crosby Talks Behavioral Finance 41:54

1+ y ago41:54

41:54

How can we account for the messiness of human beings when designing fintech apps? New York Times bestselling author and Chief Behavioral Officer to Orion, Daniel Crosby, stops by the studio to chat with Nicole about behavioral finance and the role it plays in fintech. As a former Ph.D. psychology grad, Daniel’s knowledge of the role that human beha…

1
Martin Toha, CEO of Array, on Empowering Consumers and Embracing Inclusion in Fintech 35:21

1+ y ago35:21

35:21

In this special episode sponsored by the embedded fintech products platform, Array, Nicole chats with founder Martin Toha about how Array is building a platform to help both clients and their customers own their financial future. Plus, Nicole and Martin also dive into an important conversation around why an intentional, early investment in diversit…

1
S5 Ep3: Rewriting the Asian American Narrative in Fintech, with Liang Zhao 35:11

1+ y ago35:11

35:11

Did you know that 1 in every 124 Asian women in the workplace is a leader vs. 1 in every 50 white males? Liang Zhao, CEO of the marketing consulting agency, Vansary, does, and that’s why she’s making it her personal mission to ensure underrepresented groups have an equal seat at the leadership table. Liang sits down to speak with Nicole about what …

1
51. Jared Dillian - Fintwit Bastards 1:13:28

1+ y ago1:13:28

1:13:28

In this episode I talk with writer, author, DJ, and speaker, Jared Dillian. Jared's newsletters include The Daily Dirtnap, a daily market newsletter for investment professionals, and We’re Gonna Get Those Bastards, which is about everything that is depraved, especially finance, culture and music. His books include Street Freak, All the Evil of This…

1
S5 Ep2: Representing the Communities Fintech Serves with Helen Min 42:03

1+ y ago42:03

42:03

If you’re creating a fintech product that serves everyone but don’t have people building it who represent the groups you’re trying to help, how do you ever expect it to succeed? In this live event, Nicole talks with Phenomenal Ventures’ Co-Founder, Helen Min, about her thoughts on fintech’s biggest problems, including the lack of representation for…

1
50. Dr. David Rhoiney - Strategy That Fits 1:27:45

1+ y ago1:27:45

1:27:45

In this episode I talk with Dr. David Rhoiney, a Robotic Surgeon, Cryptologist, Cyber security specialist and the list continues! We talk about: Unconscious Greatness Strategy That Fits HENRYs Banks/RIA for the People Bad Food Takes and more! I hope you enjoyed this conversation as much as I did!

1
S5 Ep1: How Stash CEO Liza Landsman is Making Economic Stability Accessible to All 36:10

1+ y ago36:10

36:10

Industry powerhouse and Stash CEO Liza Landsman is in the studio to chat with Nicole about how she’s using FinTech to disrupt the bottleneck between economic sustainability and the average consumer. Liza unpacks how the average consumer can benefit from Fintech and why, by using less coded, more accessible language, apps like Stash are breaking dow…

1
49. Tobias Carlisle - What is Money? 1:25:36

1+ y ago1:25:36

1:25:36

In this episode I talk with Tobias Carlisle, founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm's deep value strategy. Tobias is the creator of The Acquirer’s Multiple®. He is also the author of the books The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative…

1
S4 Ep14: Virtual Event: Building The Fintech Community Through Real Talk 53:20

1+ y ago53:20

53:20

What happens when two of the most stellar names in fintech host a virtual event? Time to find out. Nicole Casperson (Fintech is Femme) and Alex Johnson (Fintech Takes) throw open the doors for this community-building online event, tackling the real questions around fintech inclusivity, if B2C fintech is dead (or should be), and how Gen Z and missio…

1
S4 Ep13: Commentary - SVB: The Shaky Foundation Built On Under Representation 11:36

1+ y ago11:36

11:36

In this commentary episode, Nicole gets straight into talking about the topic of the moment: Silicon Valley Bank. Digging below the story, Nicole offers searing analysis on the root causes and asks the important questions. You'll also hear her take on herd mentality and how fintech must do better. And if you love listening to Humans of Fintech, ple…

1
S4 Ep12: Why A Fintech Company Is Going Back To Basics In The Classroom 29:33

1+ y ago29:33

29:33

How come they teach math and sex-ed at school but not money? CJ MacDonald is CEO and Founder of Step, the next generation financial services company helping teens and young adults achieve financial independence and knowledge at an earlier age. Nicole and CJ discuss why getting into schools at the earliest age creates the building blocks to financia…

1
Fireside Chat: Katie Palencsar - VC Investor At The Anthemis Group 3:01

1+ y ago3:01

3:01

Katie agrees to step into the spotlight for this quickfire round of questions. Find out who’s on her fintech soundtrack, the best advice she ever received and so much more in this fireside chat with Nicole Follow Katie: LinkedIn: https://www.linkedin.com/in/katiepalencsar/ Twitter: https://twitter.com/damekatiep And if you love listening to Humans …

1
S4 Ep11: What Katie Did Next. The VC Investor Backing Female Fintech Founders 34:23

1+ y ago34:23

34:23

How do you smash down common misconceptions around female fintech founders? Katie Palencsar is the startup founder turned investor, determined to bring equity into VC investments. Katie is an investor at the Female Innovators Lab Fund within the Anthemis Group, the global platform cultivating change in the financial system by investing in, growing,…

1
S4 Ep10: Commentary - Why Financial Inclusion IS Fintech 12:10

1+ y ago12:10

12:10

How can your fintech product prioritize inclusion, generate profitability, and serve people who need financial tools? In this quick breakdown Nicole defines what inclusion really means in the space, gives examples from Annie Jean-Baptiste’s best settling book, and how to capture a larger market share by creating more inclusive products for people o…

1
Fireside Chat: Alison Staloch - CFO at Fundrise 4:07

1+ y ago4:07

4:07

Join Nicole and Alison in this lightning round of questions, covering everything from music to inspirational advice. Get to know Nicole's inspirational podcast guest even better in this 5-minute fireside chat. Follow Alison: LinkedIn: https://www.linkedin.com/in/alisonstaloch/ And if you love listening to Humans of Fintech, please leave me a 5-star…

1
S4 Ep9: The Regulator Who Fell Into Fintech To Build A Better System 30:04

1+ y ago30:04

30:04

From medicine to regulations and headlong into Fintech, meet the CFO building a better financial system. Alison Staloch is CFO at Fundrise, America’s largest direct-to-investor alternatives investment platform, since 2012. Nicole and Alison, dig into why a career in medicine left her cold, how she navigated a course through regulations and policy a…

1
Fireside Chat: Vered Frank - Head of Marketing at Seeds Investment 5:58

1+ y ago5:58

5:58

Vered is under the spotlight in this quickfire round of questions. Discover her fintech soundtrack, the best advice she ever received and more in this fireside chat with Nicole. Follow Vered: LinkedIn: https://www.linkedin.com/in/veredfrank/ You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ And if yo…

1
S4 Ep8: How To Align Money With Meaning, Vered Frank, Seeds Investor 38:25

1+ y ago38:25

38:25

From traditional finance to fintech and back again, Vered Frank is the CMO helping investors find meaning and connection. She is Head of Marketing at Seeds Investor, empowering financial advisors to deliver a more meaningful investment experience. Nicole and Vered talk robo investment advisors, the disconnect between earning and spending, and how V…

1
48. Zed Francis - Will credit markets be tight or illiquid in 2023? 1:00:51

1+ y ago1:00:51

1:00:51

In this episode I talk with Zed Francis, CIO & Co-Founder at Convexitas. Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent multi- asset solutions as a discret…

Podcasts Worth a Listen

Fintwit Podcasts

Podcasts Worth a Listen

Quick Reference Guide