Net Interest
@netinterest.skystack.xyz
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
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This is an automated Substack Account of https://netinterest.substack.com
Discover more/Create at: @skystack.xyz
Net Interest 2025 Year in Review • AI and all the rest
Net Interest 2025 Year in Review
AI and all the rest
www.netinterest.co
December 26, 2025 at 5:18 PM
Net Interest 2025 Year in Review • AI and all the rest
Banker Wonderland • Warner Bros. and the Economics of M&A Advice
Banker Wonderland
Warner Bros. and the Economics of M&A Advice
www.netinterest.co
December 19, 2025 at 5:15 PM
Banker Wonderland • Warner Bros. and the Economics of M&A Advice
Stockpicker’s Paradise • Why dispersion is back in financials – and what it means for 2026
Stockpicker’s Paradise
Why dispersion is back in financials – and what it means for 2026
www.netinterest.co
December 12, 2025 at 5:18 PM
Stockpicker’s Paradise • Why dispersion is back in financials – and what it means for 2026
Prediction Markets Grow Up • From Legal Battles to Liquidity Wars: The Evolution of Prediction Platforms
Prediction Markets Grow Up
From Legal Battles to Liquidity Wars: The Evolution of Prediction Platforms
www.netinterest.co
December 5, 2025 at 5:16 PM
Prediction Markets Grow Up • From Legal Battles to Liquidity Wars: The Evolution of Prediction Platforms
Agentic Friday • The Future of Frictionless Commerce
Agentic Friday
The Future of Frictionless Commerce
www.netinterest.co
November 28, 2025 at 8:18 PM
Agentic Friday • The Future of Frictionless Commerce
Inside the Affordability Crisis • The Mortgage Infrastructure Underpinning American Housing
Inside the Affordability Crisis
The Mortgage Infrastructure Underpinning American Housing
www.netinterest.co
November 21, 2025 at 8:13 PM
Inside the Affordability Crisis • The Mortgage Infrastructure Underpinning American Housing
Bubble Trouble 2 • GPUs: The Newest Asset Class
Bubble Trouble 2
GPUs: The Newest Asset Class
www.netinterest.co
November 21, 2025 at 9:12 AM
Bubble Trouble 2 • GPUs: The Newest Asset Class
Bubble Trouble • AI, Capex and the Anatomy of a Bubble
Bubble Trouble
AI, Capex and the Anatomy of a Bubble
www.netinterest.co
November 21, 2025 at 9:13 AM
Bubble Trouble • AI, Capex and the Anatomy of a Bubble
October Throwbacks • When Shadow Banking Meets Systemic Risk: Lessons from 1907
October Throwbacks
When Shadow Banking Meets Systemic Risk: Lessons from 1907
www.netinterest.co
November 21, 2025 at 9:13 AM
October Throwbacks • When Shadow Banking Meets Systemic Risk: Lessons from 1907
Community First • America loves its small banks. But in an age of technological change, can they survive?
Community First
America loves its small banks. But in an age of technological change, can they survive?
www.netinterest.co
November 21, 2025 at 9:13 AM
Community First • America loves its small banks. But in an age of technological change, can they survive?
Community First • America loves its small banks. But in an age of technological change, can they survive?
Community First
America loves its small banks. But in an age of technological change, can they survive?
www.netinterest.co
November 21, 2025 at 9:13 AM
Community First • America loves its small banks. But in an age of technological change, can they survive?
The Evolution of a RoboAdvisor • Wealthfront and the Venture Capital Mindset
The Evolution of a RoboAdvisor
Wealthfront and the Venture Capital Mindset
www.netinterest.co
November 21, 2025 at 9:13 AM
The Evolution of a RoboAdvisor • Wealthfront and the Venture Capital Mindset
Ready Layer One • The Race to Build Finance-First Blockchain Infrastructure
Ready Layer One
The Race to Build Finance-First Blockchain Infrastructure
www.netinterest.co
November 21, 2025 at 9:13 AM
Ready Layer One • The Race to Build Finance-First Blockchain Infrastructure
🎙️ From TradFi to Blockchains: An Interview with John Andrews • Net Interest Extra ep 15
🎙️ From TradFi to Blockchains: An Interview with John Andrews
Net Interest Extra ep 15
www.netinterest.co
November 21, 2025 at 9:13 AM
🎙️ From TradFi to Blockchains: An Interview with John Andrews • Net Interest Extra ep 15
Class of '25 • The Latest Wave of Fintech IPOs
Class of '25
The Latest Wave of Fintech IPOs
www.netinterest.co
November 21, 2025 at 9:13 AM
Class of '25 • The Latest Wave of Fintech IPOs
Casino Royale • Making Way for Robinhood in the S&P 500
Casino Royale
Making Way for Robinhood in the S&P 500
www.netinterest.co
November 21, 2025 at 9:13 AM
Casino Royale • Making Way for Robinhood in the S&P 500
🎙️ Overturning a LIBOR Conviction: An Interview with Tom Hayes • Net Interest Extra ep 14
🎙️ Overturning a LIBOR Conviction: An Interview with Tom Hayes
Net Interest Extra ep 14
www.netinterest.co
November 21, 2025 at 9:13 AM
🎙️ Overturning a LIBOR Conviction: An Interview with Tom Hayes • Net Interest Extra ep 14
Crossing the Rubicon • Jane Street's Journey from Shadow to Spotlight
Crossing the Rubicon
Jane Street's Journey from Shadow to Spotlight
www.netinterest.co
November 21, 2025 at 9:13 AM
Crossing the Rubicon • Jane Street's Journey from Shadow to Spotlight
🎙️ Private Credit: An Interview with Huw van Steenis • Net Interest Extra ep 13
🎙️ Private Credit: An Interview with Huw van Steenis
Net Interest Extra ep 13
www.netinterest.co
November 21, 2025 at 9:13 AM
🎙️ Private Credit: An Interview with Huw van Steenis • Net Interest Extra ep 13
🎙️ Early-Stage European Fintech Investing: An Interview with Tim Levene • Net Interest Extra ep 12
🎙️ Early-Stage European Fintech Investing: An Interview with Tim Levene
Net Interest Extra ep 12
www.netinterest.co
November 21, 2025 at 9:13 AM
🎙️ Early-Stage European Fintech Investing: An Interview with Tim Levene • Net Interest Extra ep 12
🎙️ The Narratives that Underpin Markets: An Interview with Ben Hunt • Net Interest Extra ep 11
🎙️ The Narratives that Underpin Markets: An Interview with Ben Hunt
Net Interest Extra ep 11
www.netinterest.co
November 21, 2025 at 9:13 AM
🎙️ The Narratives that Underpin Markets: An Interview with Ben Hunt • Net Interest Extra ep 11
Tower of Basel • The Rise and Fall of Global Banking Standards
Tower of Basel
The Rise and Fall of Global Banking Standards
www.netinterest.co
November 21, 2025 at 9:13 AM
Tower of Basel • The Rise and Fall of Global Banking Standards
Apollo's Web • Inside Private Equity's Transformation of the Insurance Industry
Apollo's Web
Inside Private Equity's Transformation of the Insurance Industry
www.netinterest.co
November 21, 2025 at 9:13 AM
Apollo's Web • Inside Private Equity's Transformation of the Insurance Industry
🎙️ Investing in European Banks: An Interview with with Davide Serra • Net Interest Extra ep 10
🎙️ Investing in European Banks: An Interview with with Davide Serra
Net Interest Extra ep 10
www.netinterest.co
November 21, 2025 at 9:13 AM
🎙️ Investing in European Banks: An Interview with with Davide Serra • Net Interest Extra ep 10