Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 326 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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netinterest.coLatest Issues
Capital Wars
CoreWeave and the Economics of a Data Center Build
“When you are building a new type of technology company, there will be periods of time when the market misunderstands and acts irrationally.” — Mike Intrator, CEO, CoreWeave
Me and My Agents
Unleashing AI Agents on Bank Earnings
Programming note: I’ll be attending the TomorrowX Summit in Austin in November, followed by Fintech Nerdcon in San Diego. If you’re at either, please say hi.
When Saturday Comes
Football as an Asset Class
I’ve told you about the time I owned a pub, but have I told you about the time I owned a football club?
The Art of Doing Financial Engineering
AI Financing at the Frontier
Every boom is accompanied by a parallel boom in financial engineering and this one is no exception. The scale demands it. Estimates for AI infrastructure capex through 2030 range between $7.6 trillion and $8.0...
Agents Revolt
What happens to finance when customers start paying attention
Mark Zuckerberg has tried to disrupt the financial sector before. In 2019, he unveiled plans for a new currency, Libra. “What we’re trying to do,” he explained, “[is] rethink wh...
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Former hedge fund manager, now writing about it.
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