S2E16 — Polymarket, Kalshi and the People Who Knew First
A US Army sergeant bet roughly $33,000 on Polymarket on an arrest he had just been briefed on, and turned it into the price of a house. A Google engineer read his own company's unpublished data and mo...
3 Jun 42min
S2E15 — Sundar's Long Game: Google I/O 2026
Click here to watch a video of this episode. Twelve hours after Sundar Pichai walked off the Shoreline stage, the recap industry was already ranking his Google I/O 2026 announcements top ten this, bes...
21 Mai 24min
S2E14 — Machines with Wallets: From Buy Button to Agentic Commerce
Click here to watch a video of this episode. Patrick Collison says agents will soon account formost online transactions. The Machine Payments Protocol thatreplaces the buy button is now live, and Stri...
6 Mai 28min
S2E13 — The Google of Money: From Seven Lines of Code to Indexing the Economy
Click here to watch a video of this episode. Stripe shipped 288 features in a single morning at Sessions 2026 in San Francisco. The right pattern match for what the company is becoming is not Visa, Ma...
6 Mai 37min
S2E12 — Life, Love & Liquidity: Finance, Funny and the View from Fifty
Click here to watch a video of this episode. Two best friends from an accounting class in Ohio, both turning fifty this year. One spent the next thirty years inside the world's largest banks. The othe...
29 Apr 1h 15min
S2E11 — Pit Wall, Podium and Pie: Q1 2026 Fintech Scorecard
Click here to watch a video of this episode. Ninety days ago we made ten fintech predictions on this podcast for 2026. Today we graded them in public. Four have already played out fully. Three are dir...
21 Apr 20min
The $1.8B Bridge: The Mastercard-BVNK Deal Rewiring Card Networks
Click here to watch a video of this episode. Mastercard paid $1.8 billion for BVNK, the largest stablecoin acquisition in history. Four months earlier, Coinbase walked away from a $2 billion deal for ...
13 Apr 27min
India's Wellness Paradox: The Sumaya 7 | S02E09
India has 100 million diabetics. 47% of the population is overweight. And we are the most wellness-educated generation in history. That's the paradox.Sumaya Dalmia has been transforming bodies and bui...
7 Apr 59min
