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Net Interest

Financial sector themes. Written by Marc Rubinstein. This page collects 318 posts published between July 2020 and November 2026. Recent coverage focuses on Banking & Capital Markets, AI (Horizontal) and Venture Capital & Startups. Net Interest publishes roughly 4 posts a month; the best of them appear in the SandHill weekly digest.

318 posts indexed4 in the last 30 daysBanking & Capital Markets · AI (Horizontal) · Venture Capital & Startups · InsuranceVisit site ↗

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

Friday, 16 January 2026

1 piece
Trump Cards

Friday, 9 January 2026

1 piece
Financing the AI Boom 2

Friday, 26 December 2025

1 piece
Net Interest 2025 Year in Review

Friday, 19 December 2025

1 piece
Banker Wonderland

Friday, 12 December 2025

1 piece
Stockpicker’s Paradise

Friday, 5 December 2025

1 piece
Prediction Markets Grow Up

Friday, 28 November 2025

1 piece
Agentic Friday

Friday, 21 November 2025

1 piece
Inside the Affordability Crisis

Friday, 14 November 2025

1 piece
Bubble Trouble 2

Friday, 7 November 2025

1 piece
Window on America

Friday, 31 October 2025

1 piece
Bubble Trouble

Friday, 24 October 2025

1 piece
October Throwbacks

Friday, 17 October 2025

1 piece
Jefferies Jeopardy

Friday, 10 October 2025

1 piece
Community First

Friday, 3 October 2025

1 piece
The Evolution of a RoboAdvisor

Friday, 26 September 2025

1 piece
Ready Layer One

Monday, 22 September 2025

1 piece
NEW POD! Transitioning to a New Financial Architecture with John Andrews

Friday, 19 September 2025

1 piece
Class of '25

Friday, 12 September 2025

1 piece
Casino Royale

Monday, 8 September 2025

1 piece
NEW POD! Overturning a LIBOR Conviction with Tom Hayes

Friday, 5 September 2025

1 piece
Crossing the Rubicon

Monday, 18 August 2025

1 piece
NEW POD! An Update on Private Credit with Huw van Steenis

Monday, 11 August 2025

1 piece
NEW POD! Early-Stage European Fintech Investing with Tim Levene

Monday, 4 August 2025

1 piece
NEW POD! The Narratives that Underpin Markets with Ben Hunt

Friday, 25 July 2025

1 piece
Tower of Basel

Friday, 18 July 2025

1 piece
Apollo's Web

Monday, 14 July 2025

1 piece
NEW POD! Investing in European Banks with Davide Serra

Friday, 11 July 2025

1 piece
Big Bang 2.0

Saturday, 5 July 2025

1 piece
Ode to America

Friday, 27 June 2025

1 piece
Seoul Searching

Friday, 20 June 2025

1 piece
An Athenian Odyssey

Monday, 16 June 2025

1 piece
NEW POD! Inside the Asset Management Industry with Ted Seides

Friday, 13 June 2025

1 piece
Secret Diary of a Hedge Fund Allocator

Friday, 6 June 2025

1 piece
Brand vs Build
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