Welcome back to the "Minimum Yield" podcast.
Episode 33: Credit Ratings for Digital Capital.
This episode, the team returns to discuss Strategy's credit rating, how it impacts the insurance industry, interest coverage ratios and industry credit ratings, what it takes for Bitcoin Finance to improve its credit rating, Mike Alfred, massive trading volume, and more.
Here's the latest from @ColeMacro, @PunterJeff, @BenWerkman, and @TimKotzman.
0:30 - Welcome back to the "Minimum Yield" podcast.
1:00 - Strategy gets a credit rating.
1:13 - How it impacts the insurance industry.
22:20 - Interest coverage ratios and industry credit ratings.
27:53 - What it takes for Bitcoin Finance to improve its credit rating?
44:38 - Mike Alfred, massive trading volume, and its significance.
51:48 - The US-China trade agreement and other macro tailwinds.