Epsilon Theory Podcast

The Intentional Investor #51: Marc Rubinstein

April 30, 2026·1h 33m
Episode Description from the Publisher

This episode explores the career, mindset, and investing philosophy of Marc Rubinstein, tracing his journey from equity research in the 1990s through the Global Financial Crisis and into his current thinking on markets, optionality, and decision-making. Through personal stories and market insights, the conversation examines how experience, temperament, and historical awareness shape long-term success in investing and life.

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