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08 October 2021 Asset Allocation | Bitcoin & Crypto

Ep. 83: Marc Rubinstein on Understanding Banks, the Crypto Challenge and Private Equity

Bilal Hafeez

By Bilal Hafeez
1 min read

Marc 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:

How to predict financial crises
How are financials different from other companies
What do banks price-to-bank ratios tell us?
Can banks rebrand themselves as fintech?
What are the key fintech trends
How will credit evolve
Is the crypto challenge to finance real?
How to do well in angel investing
Why have private equity firms institutionalized better than hedge funds
What is the state of sell-side research?
Books that influenced Marc: Fooled by Randomness (Taleb), Origin of Wealth (Beinhocker) and The (Mis)Behaviour of Markets (Mandelbrot)

You can subscribe to Marc’s newsletter here and follow him on Twitter here.

Make sure to subscribe to the show on Apple, Spotify, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

You can find the transcript for this podcast here.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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