Wharton FinTech Podcast

ARK Invest’s Fintech Analyst Max Friedrich — His Square Thesis, US SuperApps, and Big Ideas!


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Ryan Zauk sits down with Max Friedrich, Fintech Analyst at ARK Invest! Ryan & Max cover a great deal in today's episode, including:
- ARK's 5 "Big Ideas" that they believe future historians will name as big of a disruptor as the computer or electricity (4:45)
- Why Tesla was missed by many great analysts (7:25)
- The power of Twitter and ARK's open-source research approach (8:30)
- The boom in Digital Wallets (18:23)
- His Square thesis (23:50)
- Current private valuations (33:45)
and much more!
ARK Invest focuses solely on disruptive innovation and offers investment solutions to investors seeking long-term growth in the public markets. They offer numerous products including ARKF, their Fintech Innovation ETF that Max spends his time on.
You can read more about ARK here, including some topics we weren't able to cover:
ARK's website: https://ark-invest.com/
ARKF: https://ark-funds.com/fintech-etf?__hstc=84851910.be9763230a0db87d6116b034315ac1e4.1612294925805.1615993803285.1619283124294.5&__hssc=84851910.6.1619283124294&__hsfp=1895777627
ARK Liquidity Commentary: https://www.etftrends.com/ark-coo-tom-staudt-deep-dive-on-liquidity/
ARK Liquidity Commentary II: https://www.etf.com/sections/etf-industry-perspective/investing-innovation-capacity-liquidity-analysis-ark-invest
ARK's Big Ideas Report: https://ark-invest.com/big-ideas-2021/
Max's Twitter: https://twitter.com/mfriedrichARK
ARK's Twitter: https://twitter.com/ARKInvest
--
For more Fintech insights, follow us below:
Medium: medium.com/wharton-fintech
WFT Twitter: twitter.com/whartonfintech
Ryan's Twitter: twitter.com/RyanZauk
LinkedIn: www.linkedin.com/company/wharton-fintech-club/
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