S2 Ep4: Cutting Through the Fintech Hype with Frank Rotman

Sorting out hype from reality is one of the hardest jobs in fintech.
Frank Rotman, Founding Partner and Chief Investment Officer at QED Investors, joins Alex on today’s episode to do exactly that.
Alex and Frank dig into what went wrong with a recent fintech acquisition by JP Morgan Chase and how investors can do a better job spotting founder fraud.
They apply first principles thinking to a bunch of cliched fintech predictions, including ones on ChatGPT, BNPL, and cashflow underwriting.
And finally, Frank faces a lightening round of quick questions, including what he’d change in financial services if he could wave a magic wand.

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LinkedIn: https://www.linkedin.com/in/frank-rotman/
Twitter: https://twitter.com/fintechjunkie