Flying High in Bird Heaven: MSTR, PSUS, ETF

5 Dec 2025 · 29 min

Episode Flying High in Bird Heaven: MSTR, PSUS, ETF

0:00 28:55

Matt and Katie discuss corporate holiday parties, shareholder meetings, the Strategy narrative arc, Strategy's dollar reserve, an ouroboros of newsletters, digital asset treasury companies in indexes, the brief beautiful life of Katie's bird, Bill Ackman's closed-end fund plans, CEFs vs. ETFs, Howard Hughes, buffer ETFs and the ETFization of structured notes.

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Transcript

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