Episode 83
Marc Rubinstein on Understanding Banks, the Crypto Challenge and Private Equity
Macro Hive Conversations With Bilal Hafeez · Bilal Hafeez
October 8, 202137m 8s
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Show Notes
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 institutionalised 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).