T3 Live on $MA (Oct 26, 2026)
AI summary · T3 Live
The speaker finds Mastercard hard to trust despite its current strength, given weak banks and higher rates, but notes it has outperformed JPMorgan and Goldman recently and that such names have been good long-term investments; this was probably a time to buy.
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T3 LivePublished Oct 26 · 1 passage
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Mastercard and Visa. All right. It's just hard to for me. It's just hard to trust these these credit card names even though they're doing really well right now when you have the banks so bad.
You have rates higher. Um but yeah, this has been better than being in JP Morgan, Mastercard. It's better than being in Goldman right now. Um and over time, these have been really good investments.
Um just in general, here's your This is probably when you should have been a buyer.