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Podcast: Inflection Point
Episode: On the Margin: Convertible Bond Expert Breaks Down Why MicroStrategy Is Soaring | Richard Byworth
Description: In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why he thinks the premium to NAV should expand over time. We also delve into MicroStrategy's concept of Bitcoin Yield, the risks and opportunities of Saylor’s strategy, and much more. Enjoy!—Follow Richard Byworth: https://x.com/RichardByworthFollow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/Blockworks_—Ledger, the global leader in digital...