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Net Interest
Financial sector themes
By Marc Rubinstein · Hundreds of paid subscribers
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Next Steps for Net Interest
Introducing a paid tier
Marc Rubinstein
21
12
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Next Steps for Net Interest
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Farmers That Finance the World
Plus: Inflation Accounting, Stress Tests, GameStop
Marc Rubinstein
Jun 24
10
2
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Farmers That Finance the World
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How Markets Work
Plus: Norinchukin, US Mortgage Rates, Crypto Financial Crisis
Marc Rubinstein
Jun 17
16
3
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How Markets Work
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A Marketer's Guide to Fund Management
Plus: Apple, Clearing Houses, Payment For Order Flow
Marc Rubinstein
Jun 10
17
6
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A Marketer's Guide to Fund Management
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SBF and the Future of Markets
Plus: Klarna, Varo Bank, Market Liquidity
Marc Rubinstein
May 27
11
1
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SBF and the Future of Markets
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In Search of Stability
Plus: Banking in the 70s, Goldman Sachs, Block
Marc Rubinstein
May 20
12
7
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In Search of Stability
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Dotcom 2.0
Plus: Upstart, Bad IPOs, Stablecoins
Marc Rubinstein
May 13
13
10
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Dotcom 2.0
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The Mortgage Exchange: ICE Revisited
Plus: European Deposit Insurance Scheme, Private Equity Fundraisings, Stripe/Plaid
Marc Rubinstein
May 6
15
7
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The Mortgage Exchange: ICE Revisited
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The Overshoot
Matthew C. Klein
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Jason Mikula
Neckar's Minds of the Market
Frederik Gieschen
Liberty’s Highlights
Liberty
Meta Posts (Unlocked)
Next Steps for Net Interest
Net Interest is Going Paid
The Cautionary Tale of Equity Research
An Analyst Turns His Sights on His Own Industry
Investment Management (Unlocked)
Zuckerman's Curse and the Economics of Fund Management
Diminishing Returns to Scale in Asset Management
Other People's Money
The Quest for Permanent Capital: From Buffett to Ackman and Apollo
Blackstone's Moment
Inside Look at the World's Largest Alternative Manager
Market Structure (Unlocked)
What Sort of a Business is Investment Banking
Why Credit Suisse is Bad at Investment Banking
The Quest for Monopoly
How the NYSE lost its dominant market position, only to build it up again
The New Power Brokers
Global Exchange Groups
The Business of Benchmarking
Capturing Value from Standard-Setting in Financial Services
Fintech (Unlocked)
Dee Hock, the Father of Fintech
The Visionary Founder of Visa
Paytm from Idea to IPO
India's Largest Fintech Through the Tweets of Its Founder
Buy Now Pay Later
Credit Cards and How Klarna Wants to Disrupt Them
Net Interest
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