The Hurdle Rate Podcast
Join Matt, Ben, Jeff, and Tim for an entertaining and informative weekly podcast cutting through conventional wisdom on Bitcoin, investing, and macroeconomics. Every Wednesday, this forward-thinking team delivers unique perspectives and innovative insights that challenge mainstream financial narratives, empowering listeners to make more independent decisions for their corporate or personal financial lives. Is Bitcoin your hurdle rate? New episodes every Wednesday!
Episodes
Episode 24 - Fed Signals and Equity Stakes
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:45] Meet The Hurdle Rate’s First Guest Host, Avik Roy
[00:02:44] S...
Episode 23 - Noise in the Market
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] Trading Below 1 mNAV?
[00:27:41] Gold Revaluation
[00:36:51] Bitcoin Tre...
Episode 22 - Commodity, Security, Token
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] Bo Hines to the Private Sector
[00:08:30] ETH Treasury Companies ...
Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:34] Recapping MSTR Earnings Call
[00:09...
Episode 20 - Convert to IPO
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:15] STRC IPO
[00:13:07] Converts and MSTR Earnings Expectations
[00:22:38] No AT...
Episode 19 - A Huge Wave of Capital isn't a STRC
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We buy Bitcoin at Swan.com
[00:00:00] - Welcome Back to The Hurdle Rate
[00:00:23] - STRC - What Does It Mean to You?
[00:20:54] - Real E...
Episode 18 - Transparency is Not Priced In
Thank you to our sponsor, Swan Bitcoin.
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:47] Strategy’s Latest Buy
[00:08:25] Altcoin Treasury Companies?
[00:18:58] AI’s Impact on Bitcoin Treasury Companies
[00:25:17] Breaking Down ‘Analysts’ Estimates on MSTR
[00:33:24] So Much for Sideways Summer?
[00:37:51] The End of Earnings Volatility?
[00:41:28] The Mispricing of Risk for Bitcoin T...
Episode 17 - Strategy hits their STRD
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We buy Bitcoin at Swan.com
[00:00:00] - Welcome Back to The Hurdle Rate
[00:00:13] - Jeff’s Big Announcement
[00:13:17] - What Does STRD Having an A...
Episode 15 - Billions in Bitcoin Treasuries
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[00:00] W...
Episode 14 - The World's Evolving
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[00:00] Welcome Bac...
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
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
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 7 - Fully Torqued Bitcoin
[00:00] Welcome Back to The Hurdle Rate
[00:20] Strategy (MSTR) earnings call recap
[01:39] 42/42 Capital Raising Plan
[11:43] Permanent Leverage without Refinancing Risk
[12:19] Seniority & Volatility of Strategy’s BTC-Backed Securities
[17:38] Using BTC Risk for Credit Analysis
[23:29] Strategy Liabilities and Capital Structure
[33:53] BTC Torque
[40:39] Credit Comparison of Strategy products
...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
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