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).

Marc Rubinstein on Understanding Banks, the Crypto Challenge and Private Equity