Episode Details

Affirm just suffered a brutal 18% drop from its recent $80 peak, despite posting a monster quarter with a record $14.4 billion in merchandise volume and a 112% explosion in active cardholders. Why? A surprisingly hot inflation report has Wall Street spooked that rising yields will squeeze margins for the "buy now, pay later" giant, compounded by a tough earnings miss. In this episode of Implied, we break down whether this macroeconomic pressure signals a massive fault line... or if Affirm's fixed-rate funding shield and fresh institutional backing make this a severely mispriced opportunity. Tune in to find out why big players think this fintech favorite still has massive room to run.