Financial business models
Explores how banks, asset managers and other financial institutions earn revenue, allocate capital and manage their constraints.
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Perimeter Reading / Business
Net Interest
Marc Rubinstein
Weekly stories explaining how financial businesses work, connecting banks, investors and fintech companies with the incentives and history behind their decisions and business models.
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The publication
What to expect.
Net Interest treats finance as an industry worth understanding from the inside. Marc Rubinstein builds stories around the economics, personalities and institutional history of banks, asset managers and newer financial businesses. Coverage ranges from familiar household names to less visible parts of the financial system. Free subscribers receive the opening portion of the weekly essay; paid membership provides complete pieces and the archive. It suits readers who want to understand how a financial company earns money and why its strategy changes.
Who it’s for
Readers seeking a clearer understanding of financial company economics, especially investors and industry professionals who enjoy business history and detailed institutional stories.
Inside the reading
Its areas of focus.
Institutional history
Uses company histories and the people behind them to explain why today’s financial structures took shape.
Industry change
Examines deals, new financial products and technology through the incentives of the businesses bringing them to market.
The Desk’s reading note
Make the read useful.
After each essay, summarize the company’s funding, revenue sources and main constraint in three short lines.
Keep a question, an idea to investigate, or a source to return to in your saved notes.
From the original source
Recent public headlines.
Gathering the latest public headlines…
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