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  • Brett Schafer

Episode 87: Talking with Matt Cochrane and The Science of Hitting

On episode 87 we had a fantastic hour-long discussion with Matt Cochrane from 7investing and The Science of Hitting (his Twitter pseudonym). We covered Comcast vs. Roku, whether Facebook’s headwinds are overblown, and the battle between fintech and the big banks. I learned a ton from this discussion and think any listener will too.

YouTube Link (Interview is audio-only)

Spotify Link

Screenshot Summary

  1. Brett’s news story: Can browsing eCommerce make it in the west? (1:53)

  2. Ryan’s news story: The Joe Rogan vs. Spotify news (5:47)

  3. Current state of fintwit featuring VC brags and Elon Musk (11:30)

  4. Discussion with Matt and TSOH covering TV (27:15), big tech but specifically Facebook (42:32), and the disruption of big banks (62:07).

  5. Hot Water, FMK, and anecdotal evidence (86:40)

Disclosure: The authors are not financial advisors. Anything said by us or podcasts guests is not formal advice or a recommendation.

#Square #Roku #Google #Facebook #WellsFargo #ChitChatMoney #theScienceofHitting #Comcast #MattCochrane

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Listen On: Spotify Apple Podcasts Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capita

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