by Quant Bros
A couple of Quants tackling challenging topics in finance. Bitcoin, Valuations, $MSTR, Bitcoin mining, Index Funds, Tax advantaged accounts, interest rates, etc
Language
🇺🇲
Publishing Since
6/30/2024
Email Addresses
0 available
Phone Numbers
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October 12, 2024
00:00 Market Milestones and $MSTR Sentiment Analysis 05:06 PunterJeff profile sentiment analytics & what exuberance really looks like 10:52 A look ahead to future sentiment 16:00 What are Rational Evaluations? 20:10 Valuation in irrational markets (GME squeeze compared to MSTR) 23:55 Looking Ahead: Anticipating Market Euphoria Peep the new Mic - Shure SM7dB with Focusrite Scarlett 2i2
October 7, 2024
Quant Bros Episode 7.5 ⚡️ "THE $MSTR thesis & new era of Bitcoin as collateral" Valuing & comparing top 20 equities $MSTR Valuation thesis & framework Bitcoin as collateral & Programmable money Index Inclusion impact on MCap Where we're going & future outlook Timestamps: 0:00 Intro 1:20 @PunterJeff background 03:03 Top 20 Equities valuation comparison 19:45 $MSTR valuation framework 23:30 NEW $MSTR valuation summary table & relativity rationalization 29:50 Bitcoin as collateral & programmable money 34:00 $QQQ Dollar flow impact on MCap 38:45 Where we are, and where we're going 40:35 $MSTR Market Cap tracking over time 43:20 Future Bitcoin Outlook & Conclusion
July 20, 2024
Quant Bros Episode 6 ⚡️ "Big Data Dan and the Boys" 0:00 - Opening 2:36 - MSTR Tracker & setting the macro stage 14:24 - Dan intro 16:39 - MSTR Option Chain analysis & incentives for exercising 36:35 - FASB Fair Value 44:35 - Exponential MSTR 54:30 - Kelly Criterion 1:04:54 - Selling Naked Puts 1:19:30 - MSTY Initial Overview & various investor needs 1:50:41 - Closing Topics covered - $MSTR Option Chain Analysis - Incentives for Exercising Options - FASB Fair Value - Exponential MSTR - Kelly Criterion - The idea of Selling Naked Puts - $MSTY Initial Overview X/Twitter: @Danny85732 @PunterJeff @RyQuant
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