Weekly Workshop: Dave Nadig on Russian Stocks, Regime Change, War Trades, Mandelblatt, Pricing Power, Industrials, Twitter Snacks
Hi everyone.
Another week has gone by and the war in Ukraine continues. It feels self-indulgent to even write about investing from the comfort of a safe and warm home. Last weekend, I went to Washington Square Park to a demonstration. It wasn’t as big a crowd as I had expected. Some Ukrainian frien…
The Financial Sector Prepares for Recession | Marc Rubinstein
Marc Rubinstein, former hedge fund manager and author of Net
Interest joins Monetary Matters to discuss how the financial sector is
preparing itself for the risks of a recession and how they are managing tariff
uncertainty during this earnings season. Rubinstein touches on the different subsectors …
LTR 106: Critical role of Medical Safety in device risk management
Summary
“Understanding how a device operates in the clinical environment is critical for managing patient safety risks, especially for diagnostic devices.”
In this Let’s Talk Risk! conversation, Naveen Agarwal engages with Dr. Marc Rubinstein, head of medical safety at GRAIL, discussing the critica…
Tariff Whiplash Hits Stocks, Bailey’s UK-EU Trade Pitch, What Is Section 899?
Your morning briefing, the business news you need in just 15 minutes.
On today's podcast:
(1) A federal appeals court offered President Donald Trump a temporary reprieve from a ruling threatening to throw out the bulk of his sweeping tariff agenda, giving at least some hope to a White House now f…
Inside Net Interest
Welcome back to the Fintech Takes podcast. I’m Alex Johnson, joined by Marc Rubinstein, author of the fantastic Net Interest newsletter.
In this episode, we bounce through some of Marc’s most insightful writing from the past year (linked below) to spotlight the structural forces shaping 2026.
…
Private Equity's Liquidity Problem
Secondaries used to be a niche corner of private markets — a way for institutions to quietly offload old fund positions. Today, they’re becoming a core feature of modern finance. In this conversation, Marc Rubinstein and Michael Batnick dig into the rapid rise of secondaries: why private assets are…
The Intentional Investor #51: Marc Rubinstein
This episode explores the career, mindset, and investing philosophy of Marc Rubinstein, tracing his journey from equity research in the 1990s through the Global Financial Crisis and into his current thinking on markets, optionality, and decision-making. Through personal stories and market insights,…
He Studied the Financial System for Decades | Marc Rubinstein on Where the Real Risk Is
Marc Rubinstein joins Excess Returns to explain what private credit, bank earnings, insurance balance sheets, fintech growth, and arbitrage firms reveal about the modern financial system. The conversation covers why private credit risks may not be systemic in the traditional banking-crisis sense, b…
He Invested Through Five Bubbles. He Wrote the Book on Them | The Weekly Wrap - 5/17/2026
This week’s Excess Returns Weekly Wrap brings together highlights from our interviews with Jeremy Grantham, Andy Constan, Edward Chancellor and Marc Rubinstein to examine AI, bubbles, private credit, market structure and the lessons of past capital cycles.
We look at whether AI is creating a new in…
We Thought It Was About Algorithms. It Wasn’t
Matt Zeigler and Jack Forehand look at what recent Intentional Investor conversations can teach us about creativity, investing, YouTube, AI, mentorship and building a media business.
Using clips from Michael Perry, Marc Rubinstein and Mat Cashman, they explore why knowing your limits, understanding…
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