Every so often a Substack post is a special joy to write and this week was one of those…
Marc Rubinstein
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Former hedge fund manager; writes top 10 finance Substack netinterest.co and contributor to Bloomberg @opinion.
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What happens to bank margins when their customers start using AI agents?
This week’s Net Interest builds on the phenomenal forensic work of @NickNemo17 to explain how we got here
Regional lenders Truist and Fifth Third have paused distribution of products tied to billionaire financier Mark Walter’s biggest insurance firm, according to people with knowledge of the decisions bloomberg.com/news/articles/…View quoted post on X
