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 Treasury Companies
[00:43:36] New Tariffs, No Flinch
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
New Heights with Jason & Travis Kelce
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.