Episode Details

SoFi hits a billion-dollar quarter. AmEx misses expectations. WisdomTree keeps stacking assets.

But the real story isn’t the earnings — it’s what these results reveal about fintech business models, expectations, and leverage. From SoFi’s pivot to fee-based revenue, to AmEx’s premium-cost problem, to WisdomTree’s quiet compounding strategy, this episode breaks down what Wall Street isn’t saying.