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All Episodes

True North Podcast — 68 episodes

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Title
1

Reimagining Money | True North Podcast | Ep. 67

2

The World Has Changed... | True North Podcast | Ep. 66

3

Credit Quality Accelerating | True North Podcast | Ep. 65

4

The Dividend Machine | True North Podcast | Ep. 64

5

Calling The Shot | True North Podcast | Ep. 63

6

MSTR Can Buy More BTC Than Sellers Can Sell | True North Podcast | Ep. 62

7

The Mechanics of Capital and Digital Credit | True North Podcast | Ep. 61

8

Beneath The Surface, A System In Motion | True North Podcast | Ep. 60

9

Waiting For The World To Catch Up | True North Podcast | Ep. 59

10

Is The Tide Turning? | True North Podcast | Ep. 58

11

Signals From True North Live | True North Podcast | Ep. 57

12

The Quiet Accumulation | True North Podcast | Ep. 56

13

Weathering The Storm | True North Podcast | Ep. 55

14

Margin Isn't Calling! | True North Podcast | Ep. 54

15

What is Credit Risk? | True North Podcast | Ep.53

16

Up To Par | True North Podcast | Ep. 52

17

"Bitcoin Did This" | True North Podcast | Ep. 51

18

New Year, The Bottom's In | True North Podcast | Ep. 50

19

Bear is for Building | True North Podcast | Ep. 49

20

"High Powered Digital Money" | True North Podcast | Ep. 48

21

The Capital Fortress | True North Podcast | Ep. 47

22

"And Then They Fight You" | True North Podcast | Ep. 46

23

The Revolution of Digital Credit | True North Podcast | Ep. 45

24

"2026 The Year of Digital Credit" | True North Podcast | Ep. 44

25

"Rate My Stock / Risk of Credit" | True North Podcast | Ep. 43

26

The Next Trillion Dollar Company | Interview With The CEO of Strategy, Phong Le

27

"Pref Analysis / Deep Dive" | True North Podcast | Ep. 42

28

What is Credit w/ special guest Adam Livingston | True North Podcast | Ep. 41

29

"MSTR Uptober" | True North Podcast | Ep. 40

30

Chapter 2 "Full Sail Ahead" | True North Podcast | Ep. 39

31

No Days Off | True North Podcast | Ep. 38

32

Navigating The Storm | True North Podcast | Ep. 37

33

Building a Digital Empire | True North Podcast | Ep. 36

34

"The iPhone Moment" | True North Podcast | Ep. 35

35

STRC'ing The Limits | True North Podcast | Ep. 34

36

Inject The Bitcoin Volatility Virus | True North Podcast | Ep. 33

37

Rewiring The Credit Curve | True North Podcast | Ep. 32

38

Wall Street Digital Gold Rush | True North Podcast | Ep. 31

39

Power Of Collateral | True North Podcast | Ep. 30

40

Fishing For The Fixed Income | True North Podcast | Ep. 29

41

$STRDing Toward BTC Fixed Income | True North Podcast | Ep. 28

42

BTC Opportunity Cost EVERYWHERE | True North Podcast | Ep. 27

43

Capital Gravity Converging & Teeth Scarcity | True North Podcast | Ep. 26

44

T'was The Night Before Earnings | True North Podcast | Ep. 25

45

The Bitcoin Orchestra | True North Podcast | Ep. 24

46

On/Off/On/Off/On/Off | True North Podcast | Ep. 23

47

True North | Liberation Day Chess | Ep. 22

48

True North | If You Build It, They Will Come | Ep. 21

49

True North | Weeks When Decades Happen | Ep. 20

50

True North | Volatility's Return & Bitcoin Treasuries

51

True North | Convertibles on Deck

52

True North | Give Me a Lever Long Enough

53

True North | Strategy₿ Q4 '24 Earnings Call

54

True North | Financial Engineering 101

55

True North | Have Space Suit, Will Travel

56

True North | Bitcoin, Bonds and Breakthroughs

57

True North | MSTR's Bold BTC Bet

58

True North | Volatility is Vitality

59

True North | MSTR & BTC Highs

60

True North | Post Election Discussion

61

True North | Q3 Earnings in Review

62

True North | Week of Jan 17 Expiration

63

True North | Thanksgiving Week

64

True North | Financial Leverage & Bear Sightings

65

True North | The Most Hated Rally in Finance

66

True North | Let's Talk About Leverage

67

True North | New Year, Same Business

68

True North | Navigating MSTR and BTC