Marc Rubinstein, Founder and Editor of the Net Interest Newsletter, is back on the Yet Another Value Podcast to have a wide-ranging discussion digging into Marc's thoughts on the current state of banks, financial sector, as well as dissecting his article on what
Appreciate this interview and the content - good stuff. But the quality of this transcript is horrific!! Maybe check out another service provider who can do a better job?
Appreciate this interview and the content - good stuff. But the quality of this transcript is horrific!! Maybe check out another service provider who can do a better job?
Probably related to the audio quality on Marc's side being low. Big missed opportunity because Marc has to be a top 10% guest of YAVP.
Was interesting though that Marc told us to look at banks as Balance sheets, but we then never heard about COFs BS. 🤷🏽