Net Interest

Net Interest

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Ode to America
A Personal History of American Finance
Jul 5, 2025 • Marc Rubinstein
Duffy’s Last Dance
The Battle Over Futures That Never Expire
Jun 26 • Marc Rubinstein
The Transfer Market
Wise and the Business of Moving Money
Jun 19 • Marc Rubinstein
Jules Rimet Still Gleaming
The World Cup Comes to Prediction Markets
Jun 12 • Marc Rubinstein
When the Ducks are Quacking
SpaceX, Anthropic, OpenAI and the Business of IPOs
Jun 5 • Marc Rubinstein
Strategy Follows Structure
Fidelity, Capital, Vanguard and the Ownership Structures That Made Them
May 29 • Marc Rubinstein
Griffin’s Doors
Inside Citadel’s Talent Machine
May 22 • Marc Rubinstein
The Future of IR
What the Changing Shape of Markets Means for Investor Relations
May 15 • Marc Rubinstein
Net Interest
Net Interest
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
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Dan Davies
Financials Unshackled - by John Cronin at SeaPoint Insights
Financials Unshackled - by John Cronin at SeaPoint Insights
John Cronin
The Transcript
The Transcript
The Transcript
Blind Squirrel Macro
Blind Squirrel Macro
The Blind Squirrel
Meta Posts (Unlocked)
Next Steps for Net Interest
Net Interest is Going Paid
150 Not Out
The Market for Newsletters
Thirty Years in Finance
What Hasn’t Changed
Asset Management (Unlocked)
So You Want to Launch a Hedge Fund?
The Business of Hedge Funds
Peak Pod
The Industrialisation of Alpha
Other People's Money
The Quest for Permanent Capital: From Buffett to Ackman and Apollo
Banks in Disguise (Unlocked)
Banks in Disguise
Unmasking the Banks Inside 'Regular' Companies
The Points Guy
Inside the Business of Air Miles
LTCM: 25 Years On
The (real) reasons Long-Term Capital Management failed

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