How Tim Cook reshaped payments – and what he leaves behind
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Apple Turnover
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Banks report a resilient quarter – and a lurking threat
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Defying the Surveys
Net Interest Extra ep 21
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NEW POD! The Race to Secure a Bank Charter with Adam Shapiro of Klaros Group
The Quest to Build the World’s First Truly Global Bank
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Revolut Unbound
A post on marine insurance – by popular demand
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The Underwriters of Hormuz
Net Interest Extra ep 20
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🎙️ Market Intelligence in the Age of AI: An Interview with Morningstar CEO, Kunal Kapoor
When the exit is smaller than the entrance
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Redemption Day
Blankfein, Goldman and the Next Market Reckoning
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Learning from Lloyd
Net Interest Extra ep 19
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🎙️ How Credit Markets Shaped a Nation: An Interview with Sarah Quinn
Private Credit, Public Markets and the AI Reckoning
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Two Tribes
Claude Code, Bloomberg and the Battle for Data
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AI and I
Net Interest Extra ep 18
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🎙️ Trends in US Banking: An Interview with John McDonald & Brian Foran
Inside Pershing Square’s Insurance Bet
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The Ackman Complex
Claude, Excel and the Future of Market Intelligence
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Excel Forever
Net Interest Extra ep 17
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🎙️ Measuring Private Equity Returns: An Interview with Ludovic Phalippou
Inside the booming market for private equity interests
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Secondaries Rising
Chris Hohn just posted a record year. His industry didn't.
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The Last Active Manager
Net Interest Extra ep 16
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🎙️ The Tragedy of the Commons in Passive: An Interview with Michael Green
The Economics of a Credit Card Lender
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