JSCChaordic organizations, community investing & the return of the DAODee Hock, the founder & former CEO of Visa is one of the preeminent practitioners & thought leaders of organizational development. His…32 min read·Oct 24, 2021--1--1
JSCThe everything bubble & TINA 2.0If you turn on the TV, or read the financial press, financial pundits & investors alike are talking about “The Everything Bubble.” There…22 min read·Sep 1, 2021--1--1
JSCBuy Now, Pay Later & Payment RamificationsThere’s been a lot of ink spilled over Square’s $29.0B acquisition of Afterpay, ramifications for public / private payment companies; with…19 min read·Aug 9, 2021--1--1
JSCFinTech 3.0 Re-Architecting Financial Market Infrastructure & DeFiFinancial Services Background40 min read·Jun 8, 2021--5--5
JSCThe Excess of Everything: The Markets Unrelenting Supply Creation MachineLast September we wrote about capital allocation & risk asset ramifications in a 0% interest rate world. We said:7 min read·Mar 25, 2021----
JSCPayments & The Trillion Dollar Market OpportunityFinTech continues to heat up with demand from both public & private investors & seemingly not enough supply. FinTech 1.0, 1.5.0, and 2.0…18 min read·Jan 29, 2021--1--1
JSC10 Thoughts as 2020 Comes to an EndIn May we wrote about COVID-19 as a societal accelerant, the implications for Cloud vs. Land Jobs, Content Consumption, Digital Banking…19 min read·Dec 28, 2020----
JSCThe (Neo) Bank Bundle & Transition to Subscription RevenueAccording to an analysis for The New York Time conducted by Mint, in 2019 people spent $640/year on digital subscriptions such as…16 min read·Nov 22, 2020--2--2
JSCMoats & Network Effects in Financial ServicesLast week the DOJ filed a lawsuit to block Visa’s proposed $5.3B acquisition of Plaid which was announced in January. The complaint had to…14 min read·Nov 9, 2020--1--1