{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise","description":"Marc Rubinstein is author of Net Interest \u2013 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;  ","author_name":"Macro Hive Conversations With Bilal Hafeez","author_url":"https:\/\/macrohive.com\/","html":"<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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/195659875"}