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Quant Bros
Quant Bros
A couple of Quants tackling challenging topics in finance. Bitcoin, Valuations, $MSTR, Bitcoin mining, Index Funds, Tax advantaged accounts, interest rates, etc
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Ratings & Reviews
5.0 stars from 5 ratings
Recent Episodes
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...
Published 10/12/24
Published 10/12/24
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 ...
Published 10/07/24
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