Episode Library
Navigate every episode. Trace the signal. Find your True North.
Friends of $MSTR True North
More signal. More conviction.
Voices we trust and sail alongside.
These episodes explore the intersection of Bitcoin, corporate strategy, and financial engineering—unpacking everything from capital allocation to convertible arbitrage. Hosted by friends and allies of MSTR True North, each one adds depth to the signal and perspective to the path we’re navigating.
MSTR: “I like the stock!” with Tad Smith
Tad Smith is a CEO & Investor. He is currently a Partner at 1 RoundTable Partners and the Former CEO of Sotheby’s and Madison Square Garden Co.
In this conversation, we discuss Tad’s journey into bitcoin and why he’s all in on the asset after years in traditional finance.
The Hurdle Rate — Episode 1
Welcome to The Hurdle Rate Podcast! Matt Cole, Ben Werkman, Jeff Walton & Tim Kotzman dive into Bitcoin, energy, treasury management, markets, macro, AI and more.
Bitcoin is the hurdle rate for capital deployment, but there is substantial depth to that statement that we endeavor to explore.
Michael Saylor on Bitcoin, the Red Wave, the Future of Crypto and Building Wealth
In this episode, we discuss the election’s impact on Bitcoin, the case for a U.S. Strategic Bitcoin Reserve, and why $MSTR continues to outperform. Plus, a lightning round on what Saylor wishes he knew more about—and what people get wrong about him.
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