Rupak's Substack

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Weekly

Latest

2026-10-30

By

Rupak Ghose

Based on

12 recent issues

• Covers: In-depth analysis of hedge funds, systematic trading firms, financial market infrastructure, and market structure dynamics.
• For: Hedge fund managers, institutional traders, and financial market infrastructure professionals.
• Best for: Institutional finance professionals and trading executives tracking industry trends and firm strategies.
• Skip if: Retail investors and individuals seeking personal finance or stock-picking advice.

Start with

• Octus: What Financial Market Infrastructure Giants Couldn't Build Themselves: Examines the build-versus-buy strategy and legacy moats in financial market infrastructure.
• Are platforms and nonbanks eating the sell side credit pie?: Analyzes OTC fixed income electronic trading platforms and shifting market share from sell-side banks.
• Peak pod shop – Part 2: Explores portfolio manager movements and structural dynamics within multi-manager hedge fund platforms.

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Summarised by AI from 12 recent issues. Audience size is not included. Prices are not included. Report a mistake.