We Study Billionaires - The Investor’s Podcast Network
Business:Investing
Today's Bitcoin Fundamentals features Jeff Walton discussing MicroStrategy's finance strategies, including valuation and leveraging Bitcoin. We examine price actions, trading methods, and the impact of traditional finance on BTC futures, offering insights into the intersection of enterprise software and financial engineering.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:41 - The role of MicroStrategy in modern financial strategies.
07:41 - Game theory principles applied to market structure and investor behavior.
16:18 - How Jeff Walton evaluates MicroStrategy's valuation.
16:18 - Insights into leveraging Bitcoin as collateral in finance.
16:18 - The potential of enterprise software in financial engineering.
32:58 - The differences between trading strategies and investment philosophies.
50:45 - The dynamics behind the price action of MicroStrategy's stock.
56:02 - Understanding short squeezes and their impact on valuation.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
BTC102: Bitcoin Lightning Network Changing the Energy Sector w/ Austin Mitchell (Bitcoin Podcast)
TIP489: Intrinsic Value Analysis of Dollar General & Apple
TIP488: Current Market Conditions W/ Richard Duncan
BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)
TIP487: Warren Buffett’s 12 Investment Principles (with a Case Study)
TIP486: Macro Investing w/ Cullen Roche
TIP485: Market Updates, Ray Dalio Retiring, Elon Buying Twitter and Elemental Power w/ Josh Wolfe
BTC100: Jeff Booth On Finding Bitcoin's Signal In A Noisy World (Bitcoin Podcast)
TIP484: How Warren Buffett Became the Greatest Investor to Ever Live (Part 2)
RWH015: Betting Better in Markets & Life w/ Annie Duke
TIP483: Down But Not Out w/ Cathie Wood
BTC099: Michael Saylor's Deep Dive on Bitcoin Energy Misconceptions (Bitcoin Podcast)
TIP482: How Warren Buffett Became the Greatest Investor to Ever Live (Part 1)
TIP481: Our Finances w/ Stig Brodersen and Clay Finck (Part 2)
TIP481: Our Story w/ Stig Brodersen and Clay Finck (Part 1)
TIP480: Why Microcaps Have The Best YTD Performance w/ Ian Cassel
BTC098: Proof of Stake (PoS) Versus Proof of Work (PoW) w/ Jason Lowery (Bitcoin Podcast)
RWH014: The Resilient Investor w/ Matthew McLennan
TIP479: How to Invest w/ David Rubenstein
BTC097: Central Bank Digital Currencies Vs Bitcoin w/ Sam Callahan (Bitcoin Podcast)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast
Money Tree Investing
The Disciplined Investor