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description=Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry. Click to read Net Interest, by Marc Rubinstein, a Substack publication with hundreds of thousands of subscribers.;
author=Marc Rubinstein;

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net interest marc rubinstein substack net interest subscribe sign in home podcast banking crisis archive leaderboard about excel forever claude excel and the future of market intelligence feb 6 marc rubinstein 166 2 11 latest top discussions great scott challenges facing the bond trader in chief 16 hrs ago marc rubinstein 113 4 financing the ai boom 3 nvidia guarantor of last resort aug 14 marc rubinstein 111 2 1 leopold s fall situational awareness and amaranth 20 years apart aug 3 marc rubinstein 110 2 7 paypal declined inside the bid for an iconic fintech jul 24 marc rubinstein 104 1 too big to succeed what it takes to run jpmorgan and to hand it over jul 17 marc rubinstein 121 3 1 options for everyone how the national stock exchange of india built the world s busiest equity derivatives market jul 10 marc rubinstein 86 2 stretch marks a case study in financial engineering jul 3 marc rubinstein 103 3 3 see all net interest financial sector insights from a former hedge fund manager with 25 years experience analysing and investing in the industry subscribe recommendations view all 31 capital flows and asset markets russell clark blind squirrel macro the blind squirrel behind the balance sheet stephen clapham not boring by packy mccormick packy mccormick rupak s substack rupak ghose 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 net interest subscribe about archive recommendations sitemap 2026 marc rubinstein privacy terms collection notice start your substack get the app substack is the home for great culture this site requires javascript to run correctly please turn on javascript or unblock scripts