Investment activist Matt Cole: Bitcoin and AI will shape tomorrow’s S&P 500 winners

In this conversation, Matt Cole and Pascal Hügli discuss the significant disruption AI poses to corporate America and the necessity for companies to adapt by investing in innovative technologies like Bitcoin. The discussion also covers the concept of the hurdle rate in corporate finance and how it influences investment decisions, as well as the potential for 'zombie companies' to thrive by adopting Bitcoin as a core asset. Matt and Pascal explore the challenges faced by C-suite executives in understanding and integrating Bitcoin into their companies, the implications for companies like GameStop, and the necessity for high-risk investments in a capital-scarce environment.

Chapters

00:00 Intro
02:30 The Disruption of AI and Corporate America
03:10 Activism in Index Investing and Shareholder Value
06:02 The Rise of Bitcoin in Corporate Portfolios
09:09 Understanding Hurdle Rates and Investment Decisions
11:54 The Impact of Negative Real Interest Rates
15:11 Long-Term Thinking in Corporate Strategy
17:53 Zombie Companies and the Bitcoin Standard
30:56 The Shift Towards Bitcoin Adoption
33:14 C-Suite Perspectives on Bitcoin
35:32 The Impact of AI and Bitcoin on Corporate Strategy
40:18 GameStop's Bitcoin Strategy
43:29 Navigating the Era of Scarce Capital
52:44 How to Choose a Proper Benchmark
59:14 Sentiment at Bitcoin Investor Week


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