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Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise

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Manage episode 520382308 series 2640191
Content provided by Bilal Hafeez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bilal Hafeez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Marc Rubinstein 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:.

  • AI bubble historical analogies
  • 1907 crisis and non-bank growth
  • Private credit risks
  • Fraud cycles and market corrections
  • Jane Street's technological edge
  • Exchanges commoditise trading
  • Banks adopt blockchain technology
  • Fintech challenges incumbents
  • AI disrupts entry-level finance jobs
  • Books mentioned: 1929 (Andrew Ross Sorkin), Land Trap (Mike Bird)
  continue reading

296 episodes

Artwork
iconShare
 
Manage episode 520382308 series 2640191
Content provided by Bilal Hafeez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bilal Hafeez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Marc Rubinstein 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:.

  • AI bubble historical analogies
  • 1907 crisis and non-bank growth
  • Private credit risks
  • Fraud cycles and market corrections
  • Jane Street's technological edge
  • Exchanges commoditise trading
  • Banks adopt blockchain technology
  • Fintech challenges incumbents
  • AI disrupts entry-level finance jobs
  • Books mentioned: 1929 (Andrew Ross Sorkin), Land Trap (Mike Bird)
  continue reading

296 episodes

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