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The Mystery of Stablecoins, Visa, & Fiserv’s Collapse with Ken Suchoski | The Real Eisman Playbook Episode 43

The Mystery of Stablecoins, Visa, & Fiserv’s Collapse with Ken Suchoski | The Real Eisman Playbook Episode 43

The Real Eisman Playbook

January 26, 20261h 0m

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Show Notes

On this episode of The Real Eisman Playbook, Steve Eisman is joined by analyst Ken Suchoski to break down the world of payments. The two of them discuss the benefits and risks of stablecoins, why Visa and Mastercard are still dominant, the collapse of Fiserv, and much more.


00:00 - Intro

01:20 - What Are Stablecoins?

08:50 - Tether, Circle, & Potential Risks

20:33 - Consumer Payments vs Commercial Payments

28:39 - Back to Circle's Stock

30:35 - Traditional Payments: Visa & Mastercard

40:15 - Investing Outside of Visa & Mastercard

42:45 - What's Happened with Fiserv?

48:41 - PayPal, Block, Toast, & More

57:05 - Outro


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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.


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