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How to disrupt Wall Street

47 pointsby rpledgealmost 15 years ago

7 comments

loganfrederickalmost 15 years ago
Much of this post is written off the cuff, but my initial thought is that disrupting Wall Street is hard.<p>1. Lots of regulations ensure high barriers to entry. 2. Lots of money to ensure regulations stay in place.<p>Here is Dixon's list and my reasons why it is so hard to disrupt (usually due to the two reasons above):<p>1. Retail Banks- I'm not very knowledgeable on the specific regulations that banks face, but various rules that have changed throughout time are the areas where banks can operate (part of Glass-Steagel, Gramm-Leach-Bliley repealed it, again not an expert on their specifics), branches vs no branches, capital requirements, etc. Pretty much any of these and the ones I've left out create difficulties for any newcomers. You see some successful online alternatives like ING Direct, and hopefully the future of banking goes in a similar direction.<p>2. Credit Cards: To address one of Dixon's points, how do you have a payment company that DOESN'T rely on current financial infrastructure to some degree? He lists PayPal as an example, but PayPal is basically a payment processor/credit card alternative. They address the credit card problem but not the banking one, and there's still much room for improvement here (if Square was tied to banks instead of credit cards, they'd be one step closer).<p>3. Proprietary Trading: Some ideas to improve the system would be lowering accredited investor rules to allow more people to invest as they please and decreased regulations on hedge and mutual fund requirements to allow more competitive behavior between the two. Also added transparency on the availability of financial information and especially the actions of the proprietary trading desks within non-investment firms, so that shareholders of banks know the trading behavior occurring.<p>4. Trading: Similar to #3 except focused on the broker-dealers and not the investment banks. Most of the same points stand. Generally this industry has improved quite a bit over time, with commissions on trades dropping in 20 years from $100+ down to $7-$0. The latest concern Dixon points out is high-frequency trading. I'm not in favor regulating fair HFT, just the shadier dealings of front-running where they are using knowledge of other individual trades for their own game, essentially pumping up stocks before the public can buy them because they know what the public is buying before they buy it. Generally, as long as any citizen either directly by investing in an HFT firm (which is rarely, if never, allowed due to accredited investor rules) directly or through their hedge/mutual fund, then it's not really that unfair a playing ground.<p>5. Investment Banking: I am more sympathetic to the plight of the i-banks than most. I spoke once with the owner of a boutique i-bank in Illinois that does M&#38;A and bond issuing on a mid-level scale and he said the regulations here are fewer than those related to trading. This is anecdotal. My gripe here is the same as everyone else. Due to their size, investment banks are have been protected from their losses by the government, when there were other options to cushion the blow while still holding the firms liable for their malinvestments. One of the few, but best ways I've thought of disrupting this industry is to have boutique specialist firms really start competing on price and features. The obvious problem here is that i-banking is often an industry of "it's who you know" as opposed to actual competitiveness. I.E. A company looking to do a bond issuing or M&#38;A will go to the firm where they're comfortable friends of the people on the other side of the negotiation table.<p>6. Research: Dixon barely points out any problems here. The biggest problem is that similar to lots of consulting firms; they produce garbage for large fees. The simple solution is that well-meaning people and financial firms should only hire research firms that perform well. This industry should probably consolidate because theirs so much shitty finance research and modeling done.<p>7. Mutual funds: Could start measuring their compensation on performance, rather than fixed fees they receive now. Make the industry more lean. They might be "finance" companies, but they're traders, not investment banks. Being based on performance would mean every year half the industry would go starving while the rest were feasting, so it's unlikely to see that happen much. But if it did, it'd allow the industry to consolidate a bit. Traders/investors at large funds who think they could outperform their companies could start a new firm to get even greater personal gains. To me, that's the price for wanting to be in the trading game. It's like a salesman who works only on commission. You're paid for doing your job well.<p>What we have in modern finance is a regulatory-protected cartel. I believe some of the ideas I've brought up and problems Dixon pointed out could lead to a healthier financial future for the world.<p>However, many of these regulations are in place for good reasons, and I understand that. Most people should NOT have to dedicate their lives to handling their finances when it can be outsourced to specialists. That's how we manage most industries. Like in other industries, competition is the check and balance to that freedom. No one firm can dominate forever without continually improving its service if it doesn't want another upstart to come eat its lunch.<p>In that regard, the financial system we have now is significantly better than it was 100 years ago when people could get conned out of money by characters such as Charles Ponzi or whole towns could become bankrupt because the local bank couldn't diversify risk.<p>Simply put, we have put faith in financiers and have allowed regulations to protect them when we were trying to protect their customers. Now I believe is the time to bring down some of the walls so they may face competition. This will result in a healthier financial landscape.<p>It is my hope that as we move forward through the economic challenges facing out country, the financial industry is allowed to innovate, whether in a regulated fashion or not, in order to return to being a "financial services" industry.<p>Financial firms should exist to support industries and people, not abuse them.
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yummyfajitasalmost 15 years ago
Many of these ideas seem aimed only at harming "Wall St", not at providing benefits to consumers.<p>For example, 1. No one forces customers to deposit money in banks, they do it because a valuable service is provided (ATM's, direct deposit). How will using a check cashing place (thereby disrupting wall st) help me?<p>Or 4. If you don't want your money "skimmed" by high frequency folks (disclaimer: I'm one of them) and don't want to pay commissions, use ALO orders [1]. This has the problem that your order might never be filled. If I want to own 100 shares of Tesla now (and I believe it is worth $1.00, assuming a bid/ask of $0.01), how does harming wall st help me?<p>Or 8. The author seems unaware that mutual funds are already being disrupted...by the ETF's (issued by <i>Wall St</i>) he suggests we buy. Maybe we should stick are money under a mattress?<p>To borrow a phrase from other discussions, "the goal isn't to kill facebook, it's to help our customers." This applies here - focus on the consumer, not on the competitor.<p>[1] <a href="http://www.nasdaqtrader.com/content/ProductsServices/Trading/postonly_factsheet.pdf&#38;pli=1" rel="nofollow">http://www.nasdaqtrader.com/content/ProductsServices/Trading...</a> <a href="http://www.nyse.com/equities/nysearcaequities/1157018931913.html" rel="nofollow">http://www.nyse.com/equities/nysearcaequities/1157018931913....</a>
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leelinalmost 15 years ago
My guess is real estate will be disrupted long before Wall Street.<p>Having worked in both finance and real estate, the parallels between real estate transactions and I-banking deals are shockingly similar, only I-banking deals are much more complex and high stakes. If you think investment bankers will soon be out of work, you should also be betting the real estate broker as a profession will be eradicated the way eTrade destroyed the old school retail stock broker.<p>Sadly, right now I'd take the other side of the trade for the next 5 years (long Wall Street, short startups trying to disrupt M&#38;A). When amateurs engage in very complex and high stakes deals, such as buying or selling a house priced more than their net worth, they tend to want professional hand holding, among many, many other things.
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mkramlichalmost 15 years ago
Wall Street appears to be doing a lot of insider trading, front running and shell games. To disrupt them, somebody just has to come along and provide some truly useful and non-parasitic financial service, while not doing those other things. Keep the baby but not the bathwater. I'm not sure exactly how to do that in a reliable and consistent way, while not say keeping all your cash under a matress. Because if you just deposit cash into a local bank, it can then indirectly end up in their hands.
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larsbergalmost 15 years ago
I think the author doesn't realize how much money prop trading firms make off you even if you "just invest in the S&#38;P 500". Between changes in index makeup, differences between underlying and derived instruments, and the need for the ETF to keep the required balance of actuals, there's quite a bit of movement to make money off of.<p>And it's not exactly hidden knowledge when which large pension/mutual funds make their adjustments.
iamelgringoalmost 15 years ago
We're hoping to be added to the mix at some point at <a href="http://Newsley.com" rel="nofollow">http://Newsley.com</a> . We're transitioning from social news to financial news search based on semantic analysis of news articles. We are still in very heavy development, but little by little, we're getting there.<p>By the way, if you're having problems doing financial research, I'd love to hear about them. Ping me. My email is in my sig.
T_S_almost 15 years ago
Most nimble startups will run away from the regulated aspects of Wall Street. Really none of the functions list escape regulation.<p>To disrupt Wall Street you would have to get legislation passed and regulators on board. The time scale for change is a different order of magnitude than most startups can handle.<p>These people generally come from or are connected to the industry and will fear change. Also, what type of disruption would actually benefit society? Not saying nothing is needed. It's just that the arguments would have to be strong to even get an audience in Congress, and they think they just fixed everything.