Intro

Marc Rubinstein, former hedge fund manager and author of Net Interest joins Monetary Matters to discuss how the financial sector is preparing itself for the risks of a recession and how they are managing tariff uncertainty during this earnings season. Rubinstein touches on the different subsectors of the financial sector, like banks, non-banks, asset managers and payments companies, as well as how financials in different geographies may benefit from the reshuffling of global trade.
Read Marc’s Net Interest Substack on The Great Payments Processor Reshuffle of 2025: https://www.netinterest.co/p/partner-swap

Follow Marc Rubinstein on Twitter https://x.com/MarcRuby
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez