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

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) 

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You can also watch the podcasts on YouTube: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise

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