1 rich Libsyn https://www.libsyn.com 90 600 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:.&amp;nbsp;&amp;nbsp; AI bubble historical analogies&amp;nbsp; 1907 crisis and non-bank growth&amp;nbsp; Private credit risks&amp;nbsp; Fraud cycles and market corrections&amp;nbsp; Jane Street's technological edge&amp;nbsp; Exchanges commoditise trading&amp;nbsp; Banks adopt blockchain technology&amp;nbsp; Fintech challenges incumbents&amp;nbsp; AI disrupts entry-level finance jobs&amp;nbsp; Books mentioned: 1929 (Andrew Ross Sorkin), Land Trap (Mike Bird)&amp;nbsp; Macro Hive Conversations With Bilal Hafeez https://macrohive.com/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/39110460/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/195659875