Net Interest

Net Interest

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The Fourth Turning: An Interview with Jim Bianco
Net Interest Extra S1:E8
 • 
Marc Rubinstein
4
46:12
Life in Taiwan
When Local Liabilities Meet Dollar Assets
 • 
Marc Rubinstein
2
The View From Goldman: An Interview with Richard Ramsden & Alex Blostein
Net Interest Extra S1:E7
 • 
Marc Rubinstein
1
49:27
The New Money Market
Stablecoins Approach Their Tipping Point
 • 
Marc Rubinstein
8
Cash is King
Reassessing the Liquidity Trade-off in Markets
 • 
Marc Rubinstein
2
Partner Swap
The Great Payments Processor Reshuffle of 2025
 • 
Marc Rubinstein
Bond Vigilantes
All Eyes on Bonds
 • 
Marc Rubinstein
4
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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The Transcript
The Transcript
The Transcript
The Overshoot
The Overshoot
Matthew C. Klein
The Jolly Contrarian
The Jolly Contrarian
The Jolly Contrarian
The Ruffian
The Ruffian
Ian Leslie
Doomberg
Doomberg
Doomberg
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
© 2025 Marc Rubinstein
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