After Afterpay

Plus: Big Tech Doing Finance, European Banks, Blackstone

Welcome to another issue of Net Interest, where I distill 25 years of experience investing in the financial sector into a weekly email. If you’re reading this but haven’t yet signed up, join over 22,000 others and get Net Interest delivered to your inbox each Friday by subscribing here 👉

After Afterpay

Well, I said last week that I would be taking some t…