Net Interest

Net Interest

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Ode to America
A Personal History of American Finance
Jul 5 • Marc Rubinstein
Net Interest 2025 Year in Review
AI and all the rest
5 hrs ago • Marc Rubinstein
Banker Wonderland
Warner Bros. and the Economics of M&A Advice
Dec 19 • Marc Rubinstein
Stockpicker’s Paradise
Why dispersion is back in financials – and what it means for 2026
Dec 12 • Marc Rubinstein
Prediction Markets Grow Up
From Legal Battles to Liquidity Wars: The Evolution of Prediction Platforms
Dec 5 • Marc Rubinstein
Agentic Friday
The Future of Frictionless Commerce
Nov 28 • Marc Rubinstein
Inside the Affordability Crisis
The Mortgage Infrastructure Underpinning American Housing
Nov 21 • Marc Rubinstein
Bubble Trouble 2
GPUs: The Newest Asset Class
Nov 14 • 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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