Andy Edstrom unpacks whether Bitcoin is truly the last asymmetric bet for companies, diving into MicroStrategy's model, capital structure risks, and Bitcoin's rising institutional role.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:40 - Why Michael Saylor calls Bitcoin a lifeline for “zombie companies”
05:20 - How Bitcoin’s returns compare to traditio ... Show More
Today
TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. You’ll learn more about Neff’s contrarian mindset, his focus on low PE stocks, and his discipli ... Show More
1h 3m
Aug 20
BTC248: Bitcoin’s Institutional Wave w/ Willy Woo, Max Kei, Efrat Fenigson, and Preston Pysh at Baltic Honeybadger (Bitcoin Podcast)
A sharp panel debates Bitcoin’s “institutional phase”: BlackRock’s ETF as catalyst, SEC policy shifts on in-kind redemptions, and the boom in corporate treasury strategies. They probe Coinbase custody concentration, nationalization risks, Tether’s role, and why self-custody remai ... Show More
41m 47s
Jul 2024
MI Rewind: Why Buy Bitcoin w/ Andy Edstrom
Clay Finck chats with Andy Edstrom about why Bitcoin should be considered as a part of an investment portfolio, how Andy thinks about valuing Bitcoin as an investment, how investors can potentially keep themselves from ‘buying the top’ in Bitcoin, the 14 characteristics of money ... Show More
1h 39m
Apr 2025
951. News: Monzo enters insurance, WeeFin raises €25M for sustainable finance, and OpenAI is now worth $300bn
For those listening in GCC and Turkey, this episode is sponsored by XM. https://bit.ly/ClaimBonusFintech -- About this episode: Host David Barton-Grimley is joined by an expert panel of guests as we dive into some of the biggest stories from the worlds of fintech, banking, and wi ... Show More
1h 1m
Feb 2025
TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Alphabet — the parent company of Google, which is one of the most valuable companies in the world and probably an important part of your everyday life. Shawn explores how Google got its start, how Alphabet makes mon ... Show More
1h 16m
Dec 2024
The Future of Crypto: Will Bitcoin Push to $1M? | Ryan Myher | EP 50
Learn More About TradeGenius: Visit TradeGenius.com to explore Ryan’s innovative platform for crypto trading.
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In this episode, I sit down with Ryan Meyer, founder of TradeGenius.com, to explore the explosive potential of cryptocurrency in light of Donald Trump’s policies a ... Show More
36m 6s