Hi Fintech futurists -- Happy Monday. This week, we look at why venture capital investors are slowing down, and the dynamics of how their portfolios work under duress. We talk about the incentives of limited partners to derisk exposure, the implication that has on cash reserves,…
Hi Fintech Architects -- Welcome back to the subscribers-only letter! I was surprised this week by the sheer scale of unemployment numbers. The next pr…
Lex
Hi Fintech futurists -- Happy Monday! This week, we look at what positive innovations could arise from the pressure cooker of the pandemic. I touch on …
Lex
Hi Fintech Architects -- Welcome back to the subscribers-only letter, and I am thrilled to have you with me! Thank you for your support. It’s a silver …
Lex
Hi Fintech futurists -- Another heavy week. It is hard to find the right, or even the interesting, thing to say. I look at why the $2 trillion in US ba…
Lex
Hi Fintech Architects -- Welcome to the premium edition. This is our first subscribers-only letter, and I am thrilled to have you with me! Thank you fo…
Lex
Hi Fintech futurists -- I hope that you and yours are OK, socially distanced and stocked on essentials. Whether you feel it yet or not in daily life, t…
Lex
Hi Fintech Architects -- The weekly key updates (with graphs and analysis) on Fintech bundles, Crypto and Blockchain, Artificial Intelligence, and Augm…
Lex
See all