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!
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Episode 36 - Inside the Digital Credit Revolution
<p>Episode 36 - Inside the Digital Credit Revolution</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:01:30] Bitcoin Amsterdam & Cantor Conference Miami Recaps</p> <p>[00:19:24] Volatility in the Prefs</p> <p>[00:41:08] Underwriting Bitcoin</p> <p>[00:47:28] Hedging with Zcash?</p>
Episode 35 - Amplified Bitcoin and Digital Credit
<p>Episode 35 - Amplified Bitcoin and Digital Credit</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:00:30] The IPOs of Digital Credit</p> <p>[00:12:41] The Process of Launching a Preferred Product</p> <p>[00:27:06] ASST & SATA Update</p>
Episode 34 - The Preferred Strategy is Digital Credit
<p>Episode 34 - The Preferred Strategy is Digital Credit</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:00:34] Strive’s SATA Announcement</p> <p>[00:01:15] Strategy Introduces Stream</p> <p>[00:15:37] MSTR Q3 Earnings Call Recap</p> <p>[00:36:10] ROC Dividends</p> <p>[00:42:02] Additional Highlights from Strategy Earnings Report</p>
Episode 33 - Credit Ratings for Digital Capital
<p>Episode 33 - Credit Ratings for Digital Capital</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:00:30] Strategy Gets a Credit Rating</p> <p>[00:12:43] How This Will Impact the Insurance Industry</p> <p>[00:21:50] Interest Coverage Ratio and Industry Credit Ratings</p> <p>[00:27:23] What Will It Take for Bitcoin Treasury Companies Credit Ratings to Go Higher?</p> <p>[00:44:08] Mike Alfred, Big Volumes, and What It All Means</p> <p>[00:51:18] US China Trade Deal and Other Macro Tailwinds</p>
Episode 32 - Strategic Risk Taking
<p>Episode 32 - Strategic Risk Taking</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:00:34] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference</p> <p>[00:13:34] Sentiment vs Conviction with Bitcoin Treasury Companies</p> <p>[00:25:17] Why do Bitcoin Treasury Companies Exist?</p> <p>[00:38:18] Strategic Risk Taking</p>
Episode 31 - The Digital Credit Landscape
<p>Episode 31 - The Digital Credit Landscape</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:02:00] Crypto Crash of October 11</p> <p>[00:21:11] Launching a Treasury Company from Zero</p> <p>[00:43:44] Deep Dive on Private Credit</p>
Episode 30 - Focus on the Future
<p>Episode 30 - Focus on the Future</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:00:20] Ben Werkman Joins Strive as CIO</p> <p>[00:18:07] Tribalism and Doubt in Bitcoin</p> <p>[00:32:47] The Fastest Growing ETF of All Time</p> <p>[00:35:03] CAMT - Corporate Alternative Minimum Tax</p> <p>[00:41:52] Uptober Getting Revved Up</p>
Episode 29 - Bitcoin Supercycle
<p>Episode 29 - Bitcoin Supercycle</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:01:24] Breaking News: Tim is All In and Dedicating His Life to Bitcoin</p> <p>[00:10:11] Bitcoin vs Other Store of Value Assets</p> <p>[00:21:41] Bitcoin Super Cycle?</p> <p>[00:26:30] Digital ID Rollout in the UK</p> <p>[00:41:00] Strategy Dividend Day</p>
Episode 28 - The M&A Era has Begun
<p>Episode 28 - The M&A Era has Begun</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:00:15] Strive Acquires Semler Scientific</p> <p>[00:19:39] The Impact of Meeting Bitcoiners in Person</p> <p>[00:26:40] Behind the Scenes of the Bitcoin Treasuries NYC Unconference with Tim</p> <p>[00:38:55] Operating with a Long Term View in Bitcoin</p>
Episode 27 - The Starting Line
<p>Episode 27 - The Starting Line</p> <p >Thank you to our sponsor, Swan Bitcoin.</p> <p >We buy Bitcoin at Swan.com</p> <p>[00:00:00] Welcome Back to The Hurdle Rate</p> <p>[00:00:32] Strive Announces Board of Directors</p> <p>[00:29:57] Rate Cut on Wednesday?</p> <p>[0036:57] Bitcoin Treasuries Unconference</p> <p>[00:46:51] Options on the Prefs</p>
