Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
Nov 20, 2025•43 min•Ep. 335
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Episode description
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)
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