Episode notes
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.
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