Net Interest
by Marc Rubinstein
The financial sector, decoded by a former hedge fund partner.
Marc Rubinstein, a former analyst and hedge fund partner, explores the most interesting themes in financial services each week, from banks and insurers to fintech.
Sample issue headlines
Illustrative- 01What banks learned from the last wobble
- 02Insurance is the quiet AI winner
- 03The economics of buy now, pay later
How it reads in your digest
Net Interest
Example AI summaryWhat banks learned from the last wobble
Marc Rubinstein examines what banks changed after the last bout of deposit flight. Some genuinely reduced risk, while others mainly improved how they talk about it.
Why it matters: A sober check on how resilient the banking system really is.
Read the full issueIf you like Net Interest
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