About this episode

Nigel Morris discusses the role of venture capital in fintech innovation and the importance of hands-on company building.

What if the real edge in venture capital isn’t picking companies—but helping them survive long enough to matter? In this episode, I sit down with Nigel Morris, Managing Partner at QED Investors and Co-Founder of Capital One, to discuss how fintech innovation actually happens and why most investors misunderstand the role of venture capital. Nigel explains why incumbents struggle to innovate despite massive advantages, how QED built one of the most successful fintech franchises by combining operating experience with investing, and why venture is not stock picking but hands-on company building. We also explore founder psychology, power laws, and how culture and talent ultimately determine outcomes more than strategy or capital.

People in this episode

Host: David Weisburd

Guest: Nigel Morris

Topics covered

• venture capital
• fintech
• company building
• innovation
• investing
• founder psychology

Keywords

• venture capital
• fintech
• QED Investors
• company building
• founder psychology
• innovation
• investing

Mentioned in this episode

Organizations: QED Investors, Capital One

More episodes of How I Invest with David Weisburd

• E365: Stanford GSB Professor on Venture Capital’s Manager Incentives · May 8, 2026 · 47 min
• E364: $90B Limited Partner: Why We're (Still) Bullish on Large VC Funds · May 7, 2026 · 39 min

Explore listener stats, chart rankings, contacts and more on the How I Invest with David Weisburd podcast page.