The Hurdle Rate Podcast

Episode 13 - Building for Decades

[00:00] Welcome Back to The Hurdle Rate

[01:29] What’s Going On with American Politics?

[14:46] Bitcoin Treasury Companies as Tax Advantaged Perpetual Bitcoin Dividend Drips

[20:02] The Upside in STRD

[31:40] Is There Something Holding the Bond Market Back?

[46:39] Thinking Through the Leverage Ratio of Strategy

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Episode 12 - Upgrade with Junk Grade

[00:00] - Welcome Back to The Hurdle Rate

[00:20] - STRD Announcement Reaction

[29:40] - Has Bitcoin Peaked for this Cycle?

[37:02] - James Wynn’s Wild Ride

[38:40] - What Should the Bitcoin Interest Rate Be?

Episode 11 - People Are Dancing

[00:00] Welcome Back to The Hurdle Rate

[00:11] Recap of the Past Week

[03:48] GameStop’s Bitcoin Treasury Announcement

[16:24] True North Meetup in Vegas

[22:22] Strive’s Big Announcement

[39:07] Closing Thoughts

Episode 10 - Have Bitcoin, Get Money

[00:00] Welcome Back to The Hurdle Rate

[00:40] Another Big Buy for MSTR

[17:11] Semler Scientific adds Natalie Brunell to their Board

[26:55] Jamie Dimon’s Bitcoin comments

[37:26] US Debt gets Downgraded

[53:20] Class action lawsuit vs Strategy

Episode 9 - A Movement Has Started

[00:00] Welcome Back to The Hurdle Rate

[02:14] The latest in the Bitcoin Treasury space

[12:12] Being bold and having courage

[28:00] Why are retail investors understanding Strategy’s playbook better than  institutions?

[34:46] What will be the main themes for investors to learn about?

[49:00] Closing thoughts

Episode 8 - Strategy World Recap: A Revolution Ignited

[00:00] Welcome Back to The Hurdle Rate

[00:34] - Strategy World Recap

[07:10] - Strive’s Announcement

[19:44] - How Michael Saylor utilized AI to create fixed income products

[23:19] - Tim’s takeaways from the conference

[26:52] - Ben’s conference breakdown

[29:07] - Matt’s remarks on the conference

[30:55] - Is Jeff a double or triple Maxi?

Episode 6 - Win or Win More

[00:30] Welcome Back to The Hurdle Rate

[01:15] MSTR Earnings

[29:19] 21 Capital’s Announcement

[41:10] Next week’s Bitcoin for Corporations Conference and MSTR True North World

[43:25] What’s taking so long with GameStop?

[49:47] Ray Dalio - Is it too late?

Episode 5 - DXY vs. Store of Value Assets

[00:30] Welcome Back to The Hurdle Rate

[01:26] DXY Breakdown

[22:51] Gold vs Bitcoin as the Hurdle Rate

[36:59] Interest rates and stagflation

[48:00] Strategy, Metaplanet, and Bitcoin dominance

Episode 4 - Bitcoin Portfolio Theory

[00:30] Welcome Back to The Hurdle Rate

[01:30] Catching up on economic news from the last week

[24:15] Jeff’s Monte Carlo simulations

[43:13] Matt and Strive’s engagement with Intuit

[53:30] Strategy’s mNAV

[01:03:41] Closing thoughts

Episode 3 - Negotiating with Penguins

[00:30] Welcome Back to The Hurdle Rate

[01:20] Tariffs are based on deficits, right?

[21:18] What position is the US workforce in to absorb these changes?

[31:10] Universal Basic Income

[39:40] Should we expect more volatility in the market?

[43:05] How does all of this impact Bitcoin?

[51:59] What is the path out of this?

Episode 2 - GME On!

[00:30] Welcome Back to The Hurdle Rate

[00:54] GameStop and the current state of Bitcoin Treasury Adoption

[26:00] Metaplanet’s big move

[29:27] The Trump Family’s involvement in the Bitcoin Community

[38:56] Liberation Day and tariffs

[53:36] Is Bitcoin Risk-On or Risk-Off?

[59:04] Closing thoughts

Episode 1 - Bitcoin is the Hurdle Rate

[0:20] Welcome to The Hurdle Rate

[01:17] Meet Matt Cole

[03:12] Meet Ben Werkman

[04:48] Meet Jeff Walton

[06:29] What does Hurdle Rate mean in this current environment?

[25:44] Is Bitcoin the Hurdle Rate?

[01:07:03] Which AI tools are the guys using?

[01:24:30] Tariff talk 

[01:36:47] What will happen with inflation?