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Episode 274 - Looking through the Fog: Investing in Times of Great Uncertainty, with Timothy Chiodo, UBS, and Christopher Kim, Capital Group
09/24/2025
Episode 274 - Looking through the Fog: Investing in Times of Great Uncertainty, with Timothy Chiodo, UBS, and Christopher Kim, Capital Group
In this episode, Bryan Derman welcomes two highly respected members of the investment community who represent the two sides of that business: Tim Chiodo, Managing Director and Lead Analyst for Payments, Processors and Fintech at the global investment bank UBS, and Chris Kim, a public and private market investor who leads payments and fintech activities for Capital International, one of Capital Group’s three equity units. Tune in as we discuss what’s happening in the market with publicly traded companies, digital wallets, the merchant acquiring space, and private equity. We’ll consider what investors look for in a payments company, explore new flows, and debate the impacts of regulation, stablecoins, and M&A deals before closing out the episode with an investment perspective lightning round.
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