Net Interest
Weekly insights on finance, banking, and the business of money from former hedge fund analyst Marc Rubinstein.
Net Interest is a weekly newsletter that delivers in-depth analysis of the financial services industry, written by former hedge fund manager and analyst Marc Rubinstein. Each issue takes a single topic — whether it's a bank business model, a fintech disruptor, an asset manager, or a moment in market history — and unpacks it with rigor, original research, and an industry insider's perspective.
Rubinstein draws on more than two decades of experience analyzing financial companies to explain how money actually moves through the system. The newsletter is essential reading for investors, finance professionals, and anyone curious about how banks, brokers, and markets really work, blending historical context with sharp commentary on current events.