2022 Capital Markets Primer: Fintech Equities, SPACs, and Venture (part 1)

Gm Fintech Architects —

Today we are diving into the following topics:

• Summary: In this analysis, we start a review of the capital markets to orient ourselves in 2022. First, we look at the pricing of public equities, and do a light factor analysis and Shiller ratio comparison. This turns on the warning lights. Next, we review the somewhat painful performance of fintech champion IPO and SPAC transactions, highlighting the disconnect between public and private markets. Finally, we re-affirm the $130B+ of capital recently invested in private fintechs, which creates a positive operating outlook for the next year.

• Topics: capital markets, macroeconomics, digital investing, venture capital, neobanks, digital lending, SPACs & IPOs

• Tags: S&P 500, Ark Invest, Lending Club, Funding Circle, Affirm, Moneylion, Dave, SoFi, Wise, Payoneer, Robinhood, Coinbase, Voyager, Block

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