SHOW / EPISODE

The Enduring Strength of Visa and Mastercard

Episode 34
14m | Sep 2, 2026

Credit cards are an essential part of the global payments ecosystem, but what makes companies like Visa and Mastercard such compelling businesses? In this episode, Equity Analysts Stephen Boland and Steven Zicherman explore the growth drivers behind the industry, from the ongoing shift away from cash to the rise of value-added services. They also discuss competitive threats and emerging technologies such as stablecoins.


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