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