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Net Interest

Net Interest is the blog and newsletter of Marc Rubinstein, tracked by SandHill.io for its investment theses, industry analysis and operating insight. This page collects 313 posts published between July 2020 and September 2026. Recent coverage focuses on Banking & Capital Markets, AI (Horizontal) and Insurance. Net Interest publishes roughly 4 posts a month; the best of them appear in the SandHill weekly digest.

313 posts indexed4 in the last 30 daysBanking & Capital Markets · AI (Horizontal) · Insurance · Venture Capital & StartupsVisit site ↗

Friday, 25 September 2026

1 piece
The Agents Revolt
AI (Horizontal) · Fintech · Insurance

Saturday, 19 September 2026

1 piece
Brookfield of Dreams
AI (Horizontal)

Friday, 11 September 2026

1 piece
The Five Deals That Made Apollo
Banking & Capital Markets · Insurance

Friday, 4 September 2026

1 piece
Hot European Summer
Banking & Capital Markets · Venture Capital & Startups

Friday, 28 August 2026

1 piece
Untangling Guggenheim
Insurance · Banking & Capital Markets

Friday, 21 August 2026

1 piece
Great Scott
Banking & Capital Markets

Friday, 14 August 2026

1 piece
Financing the AI Boom 3
AI (Horizontal)

Monday, 3 August 2026

1 piece
Leopold’s Fall
Banking & Capital Markets · Venture Capital & Startups

Friday, 24 July 2026

1 piece
PayPal, Declined

Friday, 17 July 2026

1 piece
Too Big to Succeed

Friday, 10 July 2026

1 piece
Options for Everyone

Friday, 3 July 2026

1 piece
Stretch Marks

Friday, 26 June 2026

1 piece
Duffy’s Last Dance

Friday, 19 June 2026

1 piece
The Transfer Market

Friday, 12 June 2026

1 piece
Jules Rimet Still Gleaming

Friday, 5 June 2026

1 piece
When the Ducks are Quacking

Friday, 29 May 2026

1 piece
Strategy Follows Structure

Friday, 22 May 2026

1 piece
Griffin’s Doors

Friday, 15 May 2026

1 piece
The Future of IR

Friday, 8 May 2026

1 piece
Bye the Index

Friday, 1 May 2026

1 piece
Money for Nothing

Friday, 24 April 2026

1 piece
Apple Turnover

Friday, 17 April 2026

1 piece
Defying the Surveys

Friday, 10 April 2026

1 piece
Shuffling Risk

Tuesday, 31 March 2026

1 piece
NEW POD! The Race to Secure a Bank Charter with Adam Shapiro of Klaros Group

Friday, 27 March 2026

1 piece
Revolut Unbound

Friday, 20 March 2026

1 piece
The Underwriters of Hormuz

Tuesday, 17 March 2026

1 piece
NEW POD! Market Intelligence in the Age of AI with Morningstar CEO, Kunal Kapoor

Friday, 13 March 2026

1 piece
Redemption Day

Friday, 6 March 2026

1 piece
Learning from Lloyd

Tuesday, 3 March 2026

1 piece
NEW POD! How Credit Markets Shaped a Nation with Sarah Quinn

Friday, 27 February 2026

1 piece
Two Tribes

Friday, 20 February 2026

1 piece
AI and I

Tuesday, 17 February 2026

1 piece
NEW POD! Trends in US Banking with John McDonald & Brian Foran

Friday, 13 February 2026

1 piece
The Ackman Complex

Friday, 6 February 2026

1 piece
Excel Forever

Tuesday, 3 February 2026

1 piece
NEW POD! Measuring Private Equity Returns with Ludovic Phalippou

Friday, 30 January 2026

1 piece
Secondaries Rising

Friday, 23 January 2026

1 piece
The Last Active Manager

Tuesday, 20 January 2026

1 piece
NEW POD! The Tragedy of the Commons in Passive Investing with Michael Green
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