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

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

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? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Vanta Plus500 Netsuite Shopify 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 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 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 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

Jaksot(1173)

TIP736: How the Best Investors Execute w/ Clay Finck

TIP736: How the Best Investors Execute w/ Clay Finck

In this episode, Clay reviews Lee Freeman-Shor's book — The Art of Execution. Freeman-Shor studied 45 of the world's top investors over seven years, revealing why investment success depends far more o...

11 Heinä 20251h 4min

BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast)

BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast)

Preston Pysh welcomes back NVK, renowned Bitcoin expert and founder of Coinkite, for an in-depth conversation on the future of Bitcoin, the evolving dynamics of its core development, and the promising...

9 Heinä 202555min

TIP735: Compounding with Character w/ Guy Spier

TIP735: Compounding with Character w/ Guy Spier

In this episode, Stig Brodersen speaks with Guy Spier who has outperformed the S&P 500 since 1997, with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist, and how friendships, servi...

6 Heinä 20252h 3min

TIP734: My Investment Philosophy w/ Clay Finck

TIP734: My Investment Philosophy w/ Clay Finck

In this episode, Clay shares the key principles behind his personal investment approach. His approach has been shaped by over a decade of experience and lessons from great investors like Charlie Munge...

4 Heinä 20251h 3min

BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin Podcast

BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin Podcast

James and Preston dissect the evolving cryptocurrency landscape—from market structure transitions and on-chain data missteps to Bitcoin mining incentives and the cutting-edge strategies behind Bitcoin...

2 Heinä 20251h 20min

TIP733: How Warren Buffett Became Warren Buffett

TIP733: How Warren Buffett Became Warren Buffett

On today’s episode, Kyle Grieve discusses how Warren Buffett evolved from a young entrepreneur with an intense fascination for numbers into one of history’s most disciplined and independent investors....

29 Kesä 20251h 6min

TIP732: The Mindset and Skills That Build Investing Legends w/ Ian Cassel

TIP732: The Mindset and Skills That Build Investing Legends w/ Ian Cassel

On today’s episode, Kyle Grieve chats with Ian Cassel about what separates good, great, and GOAT investors by breaking down the five core skills of stock picking. We'll also explore how elite investor...

27 Kesä 20251h 20min

BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast)

BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast)

Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk. They dive into the STRIVE report, debate tr...

25 Kesä 202555min

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