Shares of payments stalwarts Visa and Mastercard did better than most on the backs of resilient consumer spending despite punchy inflation and higher rates. But with 2023 recessionary fears intensifying, will those fintech names prove havens? Or is it time to bargain hunt? MarketWatch reporter Emily Bary, SVB MoffettNathanson analyst Lisa Ellis, and Mizuho analyst Dan Dolev discuss how to make strategic fintech wagers.

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