More disruption on the way for banks

May 25th, 2017 Full Interviews

Loftus Peak fund manager Alex Pollak recently told us about the Revised Payments Service Directive in the UK and Europe. From next year banks will be forced to share their platforms with non-bank competitors like ApplePay or Google.

In this interview Alex provides more detail on how RSPD works and and whether it might soon find its way to Australia.

Tesla might not make as many cars (yet) but its margins are higher than legacy brands and growing

April 7th, 2017 Disruption - With Alex Pollak

Tesla’s stock price is up 28% since the beginning of the year, as the market digests the possibility that its target of 500,000 cars by 2018 is achievable.

RPSD2 – the slow burn on bank valuations

March 31st, 2017 Disruption - With Alex Pollak

The playbook for fintech disruption of Australian banks is emerging in Europe, with banks there being forced to provide customer bank details to third party payment providers from next year

Technology is not taking our jobs

March 17th, 2017 Disruption - With Alex Pollak

Worried about a robot taking your job? Alex Pollak reports you’re job might change, but technology makes life better, not worse.

Global managers – looking for love in all the wrong places

March 7th, 2017 Disruption - With Alex Pollak

If you were to look quickly, the ups and downs of reporting season would suggest that things are pretty much the same, or even slightly better. But unfortunately it isn’t so.

The Spotlight – David Rohrsheim

February 14th, 2017 The Spotlight

David Rohrsheim is the General Manager of Uber in Australia and New Zealand.

He tells Alan Kohler how Uber is providing a safe method of point-to-point travel that users can rely on. And Uber Eats, the baby of the Uber family, is providing restaurants and consumers with easy access to each other.

Apple rallies as the story fades

February 8th, 2017 Disruption - With Alex Pollak

The Apple price has popped almost 39% in the past year, including 10% in the days around the result a couple of weeks ago. This has less to do with the underlying numbers, which actually weren’t that great (more on that later) and more to do with the building excitement around the iPhone 8, which will be released around the tenth anniversary of the first iPhone in September of this year.

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