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BTC228: Saylor's Bitcoin Strategy w/ Preferred Stock w/ Jesse Myers (Bitcoin Podcast)

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Manage episode 474684535 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Jesse Myers breaks down MicroStrategy’s bold new move, the MSTR preferred stock, and shares big-picture views on Bitcoin, scarcity, and economic transformation.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:58 - What MicroStrategy’s new preferred stock offering means for investors.

04:34 - The implications of MSTR’s free cash flow and interest expense dynamics.

07:23 - A sneak peek at Jesse’s Global Asset Value chart and what it reveals.

10:16 - How Bitcoin continues to shape MicroStrategy’s balance sheet and strategy.

15:48 - Whether we’re approaching a “debt event horizon” and what that might mean.

16:33 - Jesse’s insights on Bitcoin yield and accretive dilution.

23:29 - Misconceptions people have about the current economic landscape.

23:49 - Why appreciating scarcity is a key mindset shift in investing.

36:36 - What Jesse’s excited about in today’s rapidly evolving financial world.

37:24 - Jesse’s take on Elon Musk and Howard Lutnick’s vision for rewiring the U.S. economy.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

  • Jesse’s X Account.
  • Jesse Myer’s Newsletter.
  • Jesse’s company, Onramp.
  • Check out all the books mentioned and discussed in our podcast episodes here.
  • Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1049 episodes

Artwork
iconShare
 
Manage episode 474684535 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Jesse Myers breaks down MicroStrategy’s bold new move, the MSTR preferred stock, and shares big-picture views on Bitcoin, scarcity, and economic transformation.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:58 - What MicroStrategy’s new preferred stock offering means for investors.

04:34 - The implications of MSTR’s free cash flow and interest expense dynamics.

07:23 - A sneak peek at Jesse’s Global Asset Value chart and what it reveals.

10:16 - How Bitcoin continues to shape MicroStrategy’s balance sheet and strategy.

15:48 - Whether we’re approaching a “debt event horizon” and what that might mean.

16:33 - Jesse’s insights on Bitcoin yield and accretive dilution.

23:29 - Misconceptions people have about the current economic landscape.

23:49 - Why appreciating scarcity is a key mindset shift in investing.

36:36 - What Jesse’s excited about in today’s rapidly evolving financial world.

37:24 - Jesse’s take on Elon Musk and Howard Lutnick’s vision for rewiring the U.S. economy.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

  • Jesse’s X Account.
  • Jesse Myer’s Newsletter.
  • Jesse’s company, Onramp.
  • Check out all the books mentioned and discussed in our podcast episodes here.
  • Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1049 episodes

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