Marc Rubinstein

Marc Rubinstein, a seasoned financial analyst known for his expertise in investment banking, joins the discussion about Goldman Sachs. They unravel the bank's transformation from niche player to industry titan, and the evolving business dynamics post-financial crisis. Topics include the complexities of bank valuation and Goldman's strategic pivot towards consumer banking. The conversation also touches on shifting competition in the financial sector and the impact of new players on traditional investment banks, providing a fresh perspective on market strategies.

Marc Rubinstein, an investment pro, shares insights on evaluating businesses, private credit risks, and the evolution of asset classes in private markets. Topics include the growth of private credit, adapting to market changes, media's influence on finance, democratization of info and AI impact on financial markets, and distinctions between investment firms and market trends.

Guest Marc Rubinstein discusses 'The Trump Trade' and deep dives into Fannie Mae $FNMA. Topics include $FNMA's history, privatization argument, Trump's involvement, potential scenarios under a 2nd term, and final thoughts on the future. Sponsored by Daloopa for fundamental analysts seeking efficient financial modeling solutions.