• Episode 55

    True North Episode 55 – Weathering The Storm

    Published On: February 11th, 2026

    True North Episode 55 - Weathering The Storm

    Agenda: 1. Bitcoin Bear Market 2. MSTR Earnings Review & Recent Buys 3. MSTR Price Models / Expectations 2022 vs. Reality

  • Episode 54

    True North Episode 54 – Margin Isn’t Calling!

    Published On: February 4th, 2026

    True North Episode 54 - Margin Isn't Calling!

    Agenda: 1. Capital Structure 101 2. Preferred Equity Design 3. Metal-phoria 4. Risk market relativities 5. Capital Raises in 2026 (SpaceX, Open AI, etc.)

  • Episode 53

    True North Episode 53 – What is Credit Risk?

    Published On: January 28th, 2026

    True North Episode 53 - What is Credit Risk?

    Agenda: 1. Macro / metals / stats update 2. What is credit? 3. Contemplating the credit model 4. Considering downside risk of Prefs (to BTC / to Pref / to $MSTR) 5. Bad bonds

  • Episode 52

    Episode 52 – Up to Par

    Published On: January 21st, 2026

    True North Episode 52 - Up To Par

    Agenda: 1. MonSTeR accumulator - STRC, MSTR - Digital Credit in 2026 2. Macro happenings (Japan, Greenland, Metals, Ray Dalio, Davos, Credit spreads, Iran) 3. Structured finance / Annuities / Fixed Income 4. Bad bond of the week

    Additional topics (Gamestopped?…)

  • Episode 51

    Episode 51 – “Bitcoin Did This”

    Published On: January 14th, 2026

    True North Episode 51 - Bitcoin Did This

    Agenda: 1. $MSTR and $STRC - balance sheet / volume & capital raise 2. $STRC vs Real Estate 3. WBD interview chatter 4. etc (Acquisitions, Fed, Credit Cards, Fannie / Freddie, Liquidity, etc)

  • Episode 50

    Episode 50 – New Year, The Bottom’s In

    Published On: January 7th, 2026

    True North Episode 50 - New Year, The bottom's in

    Agenda: Welcome to 2026 Macro landscape Status of the preferred equity Pension funds & Insurance Companies 2026 and the horizon

  • Episode 49

    Episode 49 – Bear is for Building

    Published On: December 17th, 2025

    True North Episode 49 - Bear is for Building

    Agenda: 1. BTC MENA summary 2. Macro / Strategy stats 3. Balance sheet valuations 4. General Bitcoin landscape / catalysts

  • Episode 48

    Episode 48 – High Powered Digital Money

    Published On: December 10th, 2025

    True North Episode 48 - High Powered Digital Money

    Agenda: 1. The "Two Year Cycle" 2. Macro - Structural Bull Market 3. Strategy Mechanics - USD reserve & common MSTR

  • Episode 47

    Episode 47 – The Capital Fortress

    Published On: December 3rd, 2025

    True North Episode 47 - The Capital Fortress

    Agenda: 1. 650,000 Bitcoin & USD Reserve 2. ETFs / Vanguard - Outlook 3. MSCI & looking ahead

  • Episode 46

    Episode 46 – “And Then They Fight You”

    Published On: November 26th, 2025

    True North Episode 46 - "And Then They Fight You"

    Agenda 1. MSTR update / Price / Stats / Amplification 2. MSCI / JP Morgan / Structured Products 3. Prefs - Status / Volatility / "Double Counting" 4. Health of Bitcoin / Catalysts? 5. Turkey vs. Ham the great debate