Panic with Friends - Howard Lindzon
Description
I went a little selfish with this episode and geeked out with a super smart person on the Fed, the markets, tech, fintech, lending and the economy. I’m talking with one of my favorite financial bloggers, Marc Rubinstein. Marc is retired from Lansdowne Partners, one of Europe’s largest hedge funds. While there, he advised on a US $4 billion global long/short financials equity fund. Now Marc is an active value investor and early-stage fintech investor, as well as the author of the popular weekly financial newsletter, Net Interest. He’s also a contributor to Bloomberg Opinion. I hope you enjoy this conversation as much as I did.
Guest - Marc Rubinstein, Finance writer at Netinterest - Weekly newsletter on financial sector themes, and Former Hedge Fund Manager.
howardlindzon.com, netinterest.co
Twitter: @howardlindzon, @PanicwFriends, @MarcRuby, @knutjensen
linkedin.com/in/marc-rubinstein
#fintech #invest #investment #venturecapital #stockmarket #finance
Show Notes:
(00:39) – Intro
(04:33) – Welcome Marc
(05:07) – Best part of living in London
(06:14) – Getting started in the markets
(09:05) – Top-down thinking about risk
(11:47) – Panicking about the Fed panicking
(16:17) – The lending side of fintech
(23:15) – Private investment & the IPO market
(29:43) – Growth and the cloud-based economy
(33:17) – Multiple disruptions of Western Union
(34:40) – Circling back to the Fed
(37:06) – Banks actually do go bust
(38:54) – Wrapping up
(40:31) – Closing thoughts