Ep. 18: Bitcoin, Illiquidity Risks, & Remembering a Market Legend cover art

Ep. 18: Bitcoin, Illiquidity Risks, & Remembering a Market Legend

Ep. 18: Bitcoin, Illiquidity Risks, & Remembering a Market Legend

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This episode covers Bitcoin’s sharp reversal, the breakdown of Michael Saylor’s Bitcoin treasury strategy, and why MicroStrategy may be removed from the MSCI index. Matt also examines Jason Zweig’s reporting on illiquidity risks in private real estate funds and shares lessons from Wall Street legend Art Cashin, featured in Bob Pisani’s Shut Up and Keep Talking affiliate link: https://amzn.to/3YbekZT (I can earn from qualifying purchases). Clear insights, real risks, and timeless fundamentals. Timestamps 00:00 – Intro + today’s topics 01:33 – MicroStrategy’s Bitcoin treasury model 03:48 – Why the “infinite money glitch” worked 07:51 – Index inclusion risk: MSCI’s possible removal 09:03 – Jason Zweig’s Column 12:27 – Reading Bob Pisani’s book for your spring course 14:36 – Art Cashin: NYSE legend & storyteller 17:18 – Remembering a market historian
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