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EP 83 True North Weekly

The Frontier of Credit

October 21, 2026 • ~60 min

Watch on YouTube

About This Episode

This week the crew covers SATS review / Pref Ecosystem, Perpetual Preferred Equity vs. Debt vs Convertible bonds, Cost of Capital, Balance Sheet Review, Vesttoo Story - Impact on market, AMA.

Agenda

  1. SATS review / Pref Ecosystem
  2. Perpetual Preferred Equity vs. Debt vs Convertible bonds
  3. Cost of Capital
  4. Balance Sheet Review
  5. Vesttoo Story - Impact on market
  6. AMA

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