Description
Jesse Myers breaks down MicroStrategy’s bold new move, the MSTR preferred stock, and shares big-picture views on Bitcoin, scarcity, and economic transformation.
What you'll learn here:
00:00:00 - Intro
00:00:49 - What MicroStrategy’s new preferred stock offering means for investors.
00:03:54 - The implications of MSTR’s free cash flow and interest expense dynamics.
00:07:09 - A sneak peek at Jesse’s Global Asset Value chart and what it reveals.
00:16:21 - Jesse’s insights on Bitcoin yield and accretive dilution.
00:26:23 - How Bitcoin continues to shape MicroStrategy’s balance sheet and strategy.
00:39:10 - Why appreciating scarcity is a key mindset shift in investing.
00:43:01 - Jesse’s take on Elon Musk and Howard Lutnick’s vision for rewiring the U.S. economy.
00:46:08 - Whether we’re approaching a “debt event horizon” and what that might mean.
00:48:11 - Misconceptions people have about the current economic landscape.
Transcript & Guest Info: https://www.theinvestorspodcast.com/bitcoin-fundamentals/saylors-bitcoin-strategy-w-preferred-stock-w-jesse-myers/
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▶️ Related Episodes:
- MicroStrategy 2025 w/ Jeff Walton: https://youtu.be/wckGA8C7pYs
- Michael Saylor's Deep-Dive on Bitcoin Energy Misconceptions: https://youtu.be/BYk1Id2j7_8
- The Debt Event Horizon & Bitcoin w/ Jesse Myers: https://youtu.be/sDzfOLtFrxA
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
#Bitcoin #MicroStrategy #MSTR #USEconomy #PreferredStock