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Net Interest

Financial sector themes. Written by Marc Rubinstein. This page collects 317 posts published between July 2020 and October 2026. Recent coverage focuses on Banking & Capital Markets, AI (Horizontal) and Venture Capital & Startups. Net Interest publishes roughly 5 posts a month; the best of them appear in the SandHill weekly digest.

317 posts indexed5 in the last 30 daysBanking & Capital Markets · AI (Horizontal) · Venture Capital & Startups · InsuranceVisit site ↗

Friday, 16 May 2025

1 piece
The Bank Inside SoftBank

Monday, 12 May 2025

1 piece
The Fourth Turning: An Interview with Jim Bianco

Friday, 9 May 2025

1 piece
Life in Taiwan

Monday, 5 May 2025

1 piece
The View From Goldman: An Interview with Richard Ramsden & Alex Blostein

Friday, 2 May 2025

1 piece
The New Money Market

Friday, 25 April 2025

1 piece
Cash is King

Saturday, 19 April 2025

1 piece
Partner Swap

Saturday, 12 April 2025

1 piece
Bond Vigilantes

Friday, 4 April 2025

1 piece
Corridors Under Siege

Monday, 31 March 2025

1 piece
Silicon Valley Bank, Two Years On: An Interview with Steven Kelly

Friday, 28 March 2025

1 piece
KKR’s Berkshire Dreams

Friday, 21 March 2025

1 piece
Klarna Chameleon

Monday, 17 March 2025

1 piece
The Long Shadow of LTCM: An Interview with Eric Rosenfeld

Friday, 14 March 2025

1 piece
Banking's Disruptive Competitors

Friday, 7 March 2025

1 piece
Too Big To Fail?

Monday, 3 March 2025

1 piece
The Age of Informed Bewilderment: An Interview with James Aitken

Friday, 28 February 2025

1 piece
Last Trader Standing

Monday, 24 February 2025

1 piece
Untangling Payments: An Interview with Andrew Dresner

Friday, 21 February 2025

1 piece
Trading Catastrophe

Friday, 14 February 2025

1 piece
Robinhood’s Smile

Monday, 10 February 2025

1 piece
The Big Short: An Interview with Porter Collins

Friday, 7 February 2025

1 piece
AI Eats Equity Research

Friday, 31 January 2025

1 piece
Financing the AI Boom

Monday, 27 January 2025

1 piece
Introducing Net Interest Extra

Friday, 24 January 2025

1 piece
Catch Me If You Can

Friday, 17 January 2025

1 piece
Replicating Buffett

Sunday, 12 January 2025

1 piece
Cement Wars

Friday, 20 December 2024

1 piece
Check, Please

Friday, 13 December 2024

1 piece
Animal Spirits

Friday, 6 December 2024

1 piece
BlackRock’s Barbell

Friday, 29 November 2024

1 piece
Pub Landlord

Friday, 22 November 2024

1 piece
Lutnick Goes to Washington

Friday, 15 November 2024

1 piece
Lindy Bank

Friday, 8 November 2024

1 piece
Trump's Banks

Friday, 1 November 2024

1 piece
All the Devils

Friday, 25 October 2024

1 piece
October Mixed Bag

Friday, 18 October 2024

1 piece
Gresham’s New Law

Friday, 11 October 2024

1 piece
The Changing Face of Finance

Friday, 4 October 2024

1 piece
The USA vs Visa

Friday, 27 September 2024

1 piece
Thirty Years in Finance
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