Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge fund Lansdowne Partners, where he was a partner and portfolio manager. This was after he spent time on the sell-side working for Barclays Investment Bank (BZW), Schroders and then Credit Suisse, where he was head of the European banks research team. In this podcast we discuss:.

AI bubble historical analogies

1907 crisis and non-bank growth

Private credit risks

Fraud cycles and market corrections

Jane Street's technological edge

Exchanges commoditise trading

Banks adopt blockchain technology

Fintech challenges incumbents

AI disrupts entry-level finance jobs

Books mentioned: 1929 (Andrew Ross Sorkin), Land Trap (Mike Bird)

Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise

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Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise