In this episode, Cedric sits down with digital capitalist Jeff Walton to explore the intricate connections between financial markets, Bitcoin, and MicroStrategy’s game-changing strategies for the future.
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––– Chapters –––
00:00 – Intro
01:26 – Jeff Walton’s Introduction
03:30 – College and Career Path
05:19 – Origin of “Punter Jeff”
07:07 – Market Architecture
09:15 – Bitcoin and MicroStrategy
12:41 – Risk Management Insights
14:49 – Reinsurance Market Overview
17:17 – Equity Market Design
19:43 – S&P 500 Dynamics
23:45 – Valuation Challenges
25:20 – Indexing Impacts
27:48 – Metrics Traders Use
32:51 – Volatility and Options
39:14 – Trading Strategies
45:11 – Tax Implications
48:47 – Future of Collateral
53:04 – Strategic Bitcoin Reserves
57:18 – Price Discovery Dynamics
01:01:50 – Financial Innovations
01:06:29 – Lessons from Amazon
01:09:25 – Bitcoin and Programmability
01:11:08 – Closing Thoughts
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Thank you for listening!
