Investment activist Matt Cole: Bitcoin and AI will shape tomorrow’s S&P 500 winners

In this conversation, Matt Cole and Pascal Hügli discuss the significant disruption AI poses to corporate America and the necessity for companies to adapt by investing in innovative technologies like Bitcoin. The discussion also covers the concept of the hurdle rate in corporate finance and how it influences investment decisions, as well as the potential for 'zombie companies' to thrive by adopting Bitcoin as a core asset. Matt and Pascal explore the challenges faced by C-suite executives in understanding and integrating Bitcoin into their companies, the implications for companies like GameStop, and the necessity for high-risk investments in a capital-scarce environment. Chapters 00:00 Intro 02:30 The Disruption of AI and Corporate America 03:10 Activism in Index Investing and Shareholder Value 06:02 The Rise of Bitcoin in Corporate Portfolios 09:09 Understanding Hurdle Rates and Investment Decisions 11:54 The Impact of Negative Real Interest Rates 15:11 Long-Term Thinking in Corporate Strategy 17:53 Zombie Companies and the Bitcoin Standard 30:56 The Shift Towards Bitcoin Adoption 33:14 C-Suite Perspectives on Bitcoin 35:32 The Impact of AI and Bitcoin on Corporate Strategy 40:18 GameStop's Bitcoin Strategy 43:29 Navigating the Era of Scarce Capital 52:44 How to Choose a Proper Benchmark 59:14 Sentiment at Bitcoin Investor Week Follow Matt Cole: https://x.com/ColeMacro Follow me: Twitter - https://x.com/pahueg Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8 Check out our sponsor Newhedge: https://newhedge.io/ Newhedge is an analytics and intelligence platform for all the Bitcoin data you need! Get 50% off your subscription by using the code "Signal"! 🔥 Thank you for subscribing to our channel! We’re excited to have you with us! Bitcoin #CorporateAdoption #HurdleRate #ESG #InvestmentStrategies #Strive #FinancialMarkets #LongTermThinking #ZombieCompanies #EconomicTrends #CSuite #AI #GameStop #CorporateStrategy #InvestmentRisks #CapitalScarcity #EasyMoney #BitcoinInvestorWeek Support the show

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This episode was published on April 24, 2025.

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