HeyJaredNet Interest
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 25, 2026
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- Earliest in this view
- Jul 3, 2026
Latest issues
The Agents Revolt (opens the original)
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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 what a modern infrastructure for the financial system would be if you started it today rather than fifty years ago on a lot of outdated systems.”The industry didn’t respond kindly, and he backed down.Today, he comes again. This month, his company Meta <a href="https://about.fb.com/new
Brookfield of Dreams (opens the original)
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When Jensen Huang delivered his plan to mobilize $500 billion of third-party capital to fund AI infrastructure last month, one of the providers he roped in was Brookfield. To many observers, it came as a surprise. Huang and his team at Nvidia had been working with Goldman Sachs, Blackstone and Apollo for months, yet days before they shared their announcement, Brookfield, along with KKR and BlackRock, slid into the deal.Flanked by Huang at the CNBC studios, Brook
The Five Deals That Made Apollo (opens the original)
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Today’s edition is dedicated to the memory of Derek Sword, a talented banks analyst who died 25 years ago today in his office at Keefe, Bruyette & Woods on the 89th Floor, South Tower, 2 World Trade Centre, Manhattan, New York, USA.I’ve said before that if you want to understand what’s going on inside the finance industry, a good place to start is in the filings of Apollo Global Management. So when a book about Apollo is published, I’m going to read it.Bill Cohan’s </s
Hot European Summer (opens the original)
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Rested after a month on the beach, European portfolio managers returned to their offices this week to the unfamiliar comfort of a home market doing really rather well. European equities have been on an impressive run, outperforming global peers over the past few months. This is particularly true for larger names in continental Europe, where the Euro Stoxx 50 is outpacing the mighty S&P 500. Indeed, since the start of 2025, Europe has performed strongly despite both a tariff shock and an energy s
Untangling Guggenheim (opens the original)
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“We’ve dressed up in our best and are prepared to go down like gentlemen.” — Benjamin Guggenheim.1When Clarice Whitmore bought an annuity from Security Benefit Life Insurance Company in 2012, she had no idea her premium would help fund the purchase of the LA Dodgers baseball team. A resident of Arkansas, she was unlikely to have been a fan. Yet according to a
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