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A Substack newsletter by
Marc Rubinstein
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Introducing Net Interest
A weekly newsletter on financial sector themes
Marc Rubinstein
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What is Net Interest?
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Greensill Revisited
Plus: Coinbase, Jack of Two Trades, Indian Payments
Marc Rubinstein
Mar 5
15
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6
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Citi Never Sleeps
Plus: Coinbase, Klarna, Root
Marc Rubinstein
Feb 26
22
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Facebook's Big Diem
Plus: Chinese Consumer Lending, Bank Cost of Capital, Policy Trade-Offs
Marc Rubinstein
Feb 19
18
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2
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The Policy Triangle
Plus: Virtu, Adyen, PayPal
Marc Rubinstein
Feb 12
18
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5
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WTF is DTCC? The Story of Clearing
Plus: Real Time Settlement, PayPal, Regulatory Muscle
Marc Rubinstein
Feb 5
26
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6
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Getting to the Data: An Interview with Antony Jenkins
Plus: GameStop, GameStop, GameStop
Marc Rubinstein
Jan 29
14
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2
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Tinkoff, Russia’s Capital One
Plus: Indian Payments, Brazilian Private Equity, American Banks
Marc Rubinstein
Jan 22
16
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5
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