Net Interest
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What Sort of a Business is Investment Banking?
Plus: Tinkoff, Revolut, Coinbase
Marc Rubinstein
Apr 9
13
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9
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The Story So Far
A Recap of Net Interest Themes
Marc Rubinstein
Mar 26
30
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5
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Party Like It’s 1999: From ETrade to eToro
Plus: Nubank, Wirecard, What’s in a Picture?
Marc Rubinstein
Mar 19
21
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From Bowie Bonds to Pipe: Financing Recurring Revenue
Plus: Football Index, More Greensill, Tinkoff
Marc Rubinstein
Mar 12
23
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4
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Greensill Revisited
Plus: Coinbase, Jack of Two Trades, Indian Payments
Marc Rubinstein
Mar 5
19
Comment
6
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Citi Never Sleeps
Plus: Coinbase, Klarna, Root
Marc Rubinstein
Feb 26
25
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Facebook's Big Diem
Plus: Chinese Consumer Lending, Bank Cost of Capital, Policy Trade-Offs
Marc Rubinstein
Feb 19
20
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2
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The Policy Triangle
Plus: Virtu, Adyen, PayPal
Marc Rubinstein
Feb 12
19
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5
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WTF is DTCC? The Story of Clearing
Plus: Real Time Settlement, PayPal, Regulatory Muscle
Marc Rubinstein
Feb 5
26
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6
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Getting to the Data: An Interview with Antony Jenkins
Plus: GameStop, GameStop, GameStop
Marc Rubinstein
Jan 29
14
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2
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Tinkoff, Russia’s Capital One
Plus: Indian Payments, Brazilian Private Equity, American Banks
Marc Rubinstein
Jan 22
17
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5
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The Private Equity Firms' Private Equity Firm
Plus: Networks, The AWS of Finance, US Bank Results
Marc Rubinstein
Jan 15
22
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