Former hedge fund manager, distilling that experience into netinterest.email, on financial sector themes.

London, England
Joined September 2011
Marc Rubinstein retweeted
“If you have $50bn in a sector, I’d argue you are not really a fund manager, you are more of an administrator,” Liontrust chief on the competitive edge of small asset managers on.ft.com/3bS9xWu
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Marc Rubinstein retweeted
In our latest conversation, @MarcRuby shares insights into the economics of the private equity and hedge fund businesses and takes a closer look at Blue Owl Capital, a three-way SPAC merger $ATAC
Newly shared: Marc Rubinstein on Blue Owl Capital and the Economics of Private Equity moiglobal.com/marc-rubinstei…
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"Most people like to believe something is or is not true. Great scientists tolerate ambiguity very well… If you believe too much you'll never notice the flaws; if you doubt too much you won't get started." Richard Hamming
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Jamie Dimon admits on the $JPM call: "North Dakota…is the only state I've never been in"
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$JPM yet again communicating to regulators through their investor call. "All of this can be addressed through a few simple adjustments…But we're also seeing evidence where the lack of coherence and recalibration is risking unintended consequences going forward."
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Marc Rubinstein retweeted
Affirm goes public tomorrow! We'll find out if it was worth the wait. If you're thinking about investing, learn more here or via the deeply researched S-1 Club report (below). <3 @ImChauncey @yrechtman @MarcRuby @julieverhage @ndardenn @AnnikaSays @jakesing_ @dlwei17 + SM.
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“But most of what actually happens with Bitcoin is about rediscovering financial history and re-creating the traditional financial system from scratch.”
This whole idea of writing your own newsletter — let me put it this way, ‘Do you make your own shoes?' bloomberg.com/opinion/articl…
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