Interactive Brokers (IBKR) has seen significant growth over the past few years, and rising interest rates are a major tailwind for the company.
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Night Watch's Roderick van Zuylen on Marex $MRX
Mar 27, 2026
Andrew Walker interviews Roderick van Zuylen about Marex (MRX). Walker expresses interest in Marex, noting it has characteristics of past companies he's overlooked that later performed exceptionally well, citing StoneX as an example. The podcast also features a sponsor segment for Fiscal AI, a stock research terminal.
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Tickers discussed in this post
Archer Daniels Midland (ADM) is for sale, but lacks the synergy potential seen in other FCM deals.
StoneX (SNEX) is mentioned as a competitor and peer to Marex, with the creator recalling a past investment and difficulties in interpreting its financials.
The host discusses Robinhood's prediction markets revenue growth, noting a significant increase projected by Fiscal AI.
Andrew Walker is interested in Marex (MRX) as a fascinating case study with a compelling investment thesis.
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IBKRbuy opened Mar 27, 2026
+41.01%