Lifting the hood on financial companies

Net Interest is a weekly newsletter of insight and analysis from the world of finance. Enjoyed by executives, investors, policymakers, students and more, it casts light on this important sector in an easy-to-read style. Join 35,000+ others by subscribing now.

About Net Interest

Written by a former analyst and hedge fund manager, Net Interest distils 25 years of experience in the financial sector into a weekly note. Each note explores a theme currently trending in the sector. Whether it's fintech, economics or investment cycles — there's always something to talk about!

By subscribing you will receive a fresh newsletter straight to your inbox every Friday.

The themes explored in the newsletter are timeless so there's always something of value in the archive.

And while supplementary comment is available for a subscription fee, right now, the main feature piece remains free.

What you can expect

Some recent highlights from Net Interest

Dee Hock, the Father of Fintech

"Always surprising to me that Dee Hock isn't more widely recognised as a business genius." Patrick Collison.

Other People's Money

A look inside the economics of the investment management industry.

The Cautionary Tale of Equity Research

The business of equity research, written by an equity researcher.

Buy Now Pay Later

The companies that want to disrupt the $1 trillion credit card industry.

Financing the American Home

Fannie, Freddie and that most American of products: the 30 year fixed rate mortgage.

The Business of Benchmarking

Universal standards foster growth. For some companies that means a steady royalty stream.

Join the community

Here's what people are saying:

You did a very good job and I was impressed with your effort. It was fun for me to read…

Chairman and CEO - Major global bank

It is always an interesting read.

CFO - Large Indian private sector bank

Thank you for your posts! I really enjoy them, and find them insightful.

CEO - Global insurance company

It’s pleasure to read an article so well detailed and balanced, when we have never talked or interacted ever before !

Founder and CEO – Indian fintech firm

Your essays are very, very compelling.

Former Member of the Managing Board - Deutsche Bank

Definitely worth a read.

Former Group Head of Strategy - FTSE 100 financial services company

Lovely newsletter. It’s clarity of content is rare indeed.

Head of Equity Sales - Leading brokerage firm

Who's behind Net Interest

Marc Rubinstein

Marc spent ten years as a partner of an award-winning hedge fund. Before that he was a top-rated analyst at an investment bank. In between writing Net Interest he consults with corporates and investment firms and is an active angel investor in fintech.