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From Strategy and Strive to Google and Super Micro, companies are turning to preferred securities to fund their growth. Jeff Park explains why digital credit is set to become a main fixture of investors accessing income. He also weighs in on Anthropic’s IPO, why liquidity is at a premium, and why knowing value, not just price, is the hardest skill in investing.
Chapters:0:00 – Jeff Park on Record Stock Volatility and Market Dispersion1:53 – Why Owning Zero Bitcoin Could Be the Bigger Risk3:05 – Bitcoin Rising With 10-Year Yields Above 5%3:43 – Rethinking the 60/40 Portfolio and the Risk-Free Rate5:02 – Bitcoin as Collateral and the Rise of Bitcoin Income6:02 – The…
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