Marc Rubinstein is the author of Net Interest, a leading finance Substack newsletter with over 100,000 subscribers covering banks, markets, and the business of finance. He also contributes to the Financial Times and hosts Net Interest Extra, a podcast for professional investors.

Marc has over 25 years of experience as a research analyst and portfolio manager in equity markets. Between 2006 and 2016, he worked at Lansdowne Partners, a London-based investment management firm, becoming a partner in 2010. There, he helped manage the Lansdowne Global Financials Fund, a fundamental long/short equity fund focused exclusively on global financials, investing across traditional banks and insurers as well as technology-enabled financial companies in payments and exchanges, often from IPO.

Before moving to the buy-side, Marc was an Institutional Investor-ranked analyst at several investment banks, including Credit Suisse, where as Managing Director he oversaw the firm's European banks research effort. Since 2016, he has worked with funds and financial institutions in a research and consulting capacity, with a particular focus on fintech, and is an active angel investor in the space.

Marc is a graduate of Oxford University and the London Business School.