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