Net Interest

Financial sector themes

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The latest theses, insights, and blog posts from Net Interest

October Mixed Bag

October 25, 2024

Gresham’s New Law

October 18, 2024

The Changing Face of Finance

October 11, 2024

The USA vs Visa

October 04, 2024

Thirty Years in Finance

September 27, 2024

Crossing Borders

September 13, 2024

Roll With It

September 06, 2024

The Wisdom of Crowds

August 30, 2024

Free Money

August 02, 2024

Britain's Newest Bank

July 26, 2024

Smashing the Monopoly

July 12, 2024

The Trump Trade

July 05, 2024

Housing the Young

June 28, 2024

Research in Motion

June 21, 2024

Monzo. And More.

June 07, 2024

Banks in Disguise

May 24, 2024

Hey Big Spender

May 10, 2024

Decisions Nobody Made

April 19, 2024

Alpha Capture

April 12, 2024

Escaping a Value Trap

April 05, 2024

Private Payments

March 22, 2024

The Last Challenger

March 15, 2024

Big in Japan

March 08, 2024

The Third Network

February 23, 2024

The Ackman Discount

February 16, 2024

Funding Mr Bates

February 09, 2024

New York State of Mind

February 02, 2024

Debt Collectors

January 26, 2024

Hard Assets

January 19, 2024

The Points Guy

January 12, 2024

The Business of News

January 06, 2024

Monetising an Algorithm

December 15, 2023

Battle of the Buttons

December 08, 2023

Lenders of Last Resort

December 01, 2023

The Data Exchange

November 24, 2023

Slicing and Dicing

November 17, 2023

Private Lending

November 03, 2023

A Reckoning in Payments

October 27, 2023

Bad Office

October 20, 2023

Risk of Ruin

October 13, 2023

Vernon's Legacy

October 06, 2023

Guardians of the Rich

September 29, 2023

Out with the Old

September 22, 2023

Peak Pod

September 15, 2023

The Five Families

September 08, 2023

Deal of the Century?

September 01, 2023

Rising Beta

August 25, 2023

LTCM: 25 Years On

August 18, 2023

The End of an Experiment

July 28, 2023

Drexel’s Second Coming

July 14, 2023

150 Not Out

July 07, 2023

The Money Business

June 30, 2023

Deutsche's Near Miss

June 23, 2023

Nasdaq's Pivot

June 16, 2023

Creating a Monster

June 02, 2023

Vivat Charles Schwab

May 12, 2023

Doom Loop

May 05, 2023

Return of the Zombies

April 28, 2023

The Price of Confidence

April 21, 2023

Contagion

March 17, 2023

Goldman and More

March 03, 2023

Striped Down

February 24, 2023

Worldpay Reborn

February 17, 2023

Boutique Wars

February 10, 2023

The Art of Short Selling

February 03, 2023

Growing Visa

January 27, 2023

Broker Rivalry

January 20, 2023

The Bank that Never Sold

January 13, 2023

Insuring the Unknown

January 06, 2023

Bank Retailing

December 16, 2022

Generation Rent

December 09, 2022

The New Conglomerates

December 02, 2022

Printing Money and More

November 25, 2022

Circle of Trust

November 18, 2022

The Latest Domino to Fall

November 11, 2022

Freeing the Scapegoat

November 04, 2022

Back to the Future

October 28, 2022

Managing a Bond Fund

October 21, 2022

Pawn and More

October 14, 2022

Margin Call

October 07, 2022

Makers vs. Takers

September 30, 2022

The Case for UK Banks

September 16, 2022

Deglobalised Banking

August 19, 2022

Family Fortunes

August 12, 2022

The Great Unwind

July 15, 2022

How Markets Work

June 17, 2022

In Search of Stability

May 20, 2022

Dotcom 2.0

May 13, 2022

Buffett's Banks

April 29, 2022

Apollo Rising

April 22, 2022

One HDFC

April 08, 2022

Paying Faster

April 01, 2022

Who Owns All the Planes?

March 18, 2022

Commodities Trading

March 11, 2022

Financial Warfare

March 04, 2022

Swift Sanctions

February 25, 2022

PayPal, 20 Years On

February 18, 2022

Positioning for Rising Rates

February 11, 2022

Follow the Money

February 04, 2022

The Power Law

January 28, 2022

Great Quarter, Guys

January 21, 2022

From Co-ops to DAOs

January 14, 2022

TPG: A Tale in Five Trades

January 07, 2022

The Financialisation of Art

December 17, 2021

Networks in Finance

December 10, 2021

The Quest for Monopoly

December 03, 2021

Free Trades

November 26, 2021

iBuy, iRent, iLose

November 19, 2021

Prime Time in Crypto

November 12, 2021

A Nu Dawn, A Nu Day

November 05, 2021

Fancy a Flutter

October 29, 2021

The Value of Experts

October 22, 2021

Big Tech Does Finance

October 08, 2021

Banking the Poor

September 17, 2021

Next Steps for Net Interest

September 03, 2021

After Afterpay

August 06, 2021

Blackstone's Moment

July 30, 2021

Ever Grande

July 23, 2021

Revolution in the Air

July 16, 2021

What is Robinhood?

July 09, 2021

The Long Slow Short

July 02, 2021

Litigation Finance

June 25, 2021

Paytm from Idea to IPO

June 04, 2021

Coasian Finance

May 21, 2021

Mortgage Mayhem

May 14, 2021

Other People’s Money

May 07, 2021

The Story So Far

March 26, 2021

Greensill Revisited

March 05, 2021

Citi Never Sleeps

February 26, 2021

Facebook's Big Diem

February 19, 2021

The Policy Triangle

February 12, 2021

Hip to Be Square

December 18, 2020

Reinventing Goldman Sachs

December 11, 2020

The Business of Benchmarking

December 04, 2020

Financing the American Home

November 06, 2020

The Politics of Money

October 30, 2020

The End of Insurance

October 23, 2020

Buy Now Pay Later

October 16, 2020

The Cartographers of Finance

October 09, 2020

The End of Banking

October 02, 2020

The AWS of Finance

September 25, 2020

How to Fraud

September 18, 2020

The German Bank Paradox

September 11, 2020

The New Power Brokers

September 04, 2020

SPAC, the New Black

August 28, 2020

Disrupting Bloomberg

August 21, 2020