Episode Details

Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. This was after he spent time on the sell-side working for Barclays Investment Bank (BZW), Schroders and then Credit Suisse, where he was head of the European banks research team. In this podcast we discuss:.  

• AI bubble historical analogies 

• 1907 crisis and non-bank growth 

• Private credit risks 

• Fraud cycles and market corrections 

• Jane Street's technological edge 

• Exchanges commoditise trading 

• Banks adopt blockchain technology 

• Fintech challenges incumbents