Net Interest

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Marc Rubinstein
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Alpha Capture
The Art of Portfolio Construction
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Escaping a Value Trap
European Banks Through the Eyes of Their Longest-Serving Analyst
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Private Payments
Keeping the N in SWANC
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The Last Challenger
Richard Branson vs. The Big Four
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Big in Japan
The Rise and Fall and Rise of Nomura
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Tony Robbins’ Favorite Asset Class
Inside the “GP Stakes” Business
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The Third Network
Capital One’s Pursuit of the Holy Grail
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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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Next Steps for Net Interest
Net Interest is Going Paid
150 Not Out
The Market for Newsletters
The Cautionary Tale of Equity Research
An Analyst Turns His Sights on His Own Industry
Investment Management (Unlocked)
So You Want to Launch a Hedge Fund?
The Business of Hedge Funds
Peak Pod
The Industrialisation of Alpha
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
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
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