True North Podcast
True North PodcastMSTR True North is a supergroup investment club charting the edge of the new financial frontier. Where Bitcoin, Strategy ($MSTR), and macro conviction converge, we dig into asymmetric bets, dissect Fiat’s demise, TradFi’s bewilderment and navigate toward sovereignty—together. Whether you’re here for the treasury strategy, structured finance education, current events, or some laughs—we’re glad you ... more
| Publishes | Twice weekly | Episodes | 93 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
Listen to this Podcast
Latest Episodes
Agenda:
1. Capital Structure 101
2. Preferred Equity Design
3. Metal-phoria
4. Risk market relativities
5. Capital Raises in 2026 (SpaceX, Open AI, etc.)
Be part of the True North In-Side Event experience.
Tickets available here: 👉 htt... more
🧭 MSTR True North episode 53:
The group does a deep dive into Bitcoin credit risk, preferred equity, leverage, and mNAV. Covers MSTR balance sheet math, metals vs Bitcoin flows, Tether reserves, credit models, macro signals, liquidity, and risk/r... more
🧭 MSTR True North episode 52: The crew discusses Bitcoin, digital credit, and MSTR’s capital structure. Tune in to hear analysis on leverage, mNAV, yield curve control and macro deficits, plus Ray Dalio’s gold vs Bitcoin view and why credit drives d... more
🧭 MSTR True North episode 51: 🎛️ As of this recording, 1/14/26, Strategy's (MSTR) performance:
* Open: $178.64
* Close: $179.33
* Volume: 40,257,000 Shares
* mNAV: 1.07
* Market Cap: $57.32B
* U.S. Market Cap Ranking: #192
* ... more
Key Facts
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Chart Rankings
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Apple Podcasts | #80 |  Spain/Business/Investing |
Apple Podcasts | #92 |  Sweden/Business/Investing |
Apple Podcasts | #192 | Spain/Business |
Apple Podcasts | #212 |  Switzerland/Business/Investing |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
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| Professions | Age Range | Household Income | |||
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Which podcasts are similar to True North Podcast?
These podcasts share a similar audience with True North Podcast:
1. The Hurdle Rate Podcast
2. The Bitcoin Treasuries Podcast with Tim Kotzman
3. What Bitcoin Did
4. MSTR Today: Daily insights of Michael Saylor and Strategy (MicroStrategy)
5. Coin Stories with Natalie Brunell
How many episodes of True North Podcast are there?
True North Podcast launched 4 months ago and published 93 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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