SoFi’s Hedge

Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis

In this issue:

  • SoFi’s Hedge

  • Moderation

  • Huawei, Undaunted

  • The Extreme Persistence of City-Level Network Effects

  • The Vice Bailout

  • SolarWinds and Reputational Bounties

  • Cost/Benefit Analysis

SoFi's Hedge

New financial product companies often go through two phases:

  1. They develop a novel product structure, or a better form of underwriting, and can deploy capital much mo…

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