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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Thehurdleratepod Podcasts
Episode 20 - Convert to IPO Thank you to our sponsor, Swan Bitcoin. 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 ATM Usage from Strategy [00:37:30] US Trade Deal with EU [00:44:16] mNAV Indicator of Store of Value…
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Episode 19 - A Huge Wave of Capital isn't a STRC
54:06
54:06
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Episode 19 - A Huge Wave of Capital isn't a STRC Thank you to our sponsor, Swan Bitcoin. 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 Estate Vs Perpetual Preferred Products [00:38:45] - Is Winter Coming Back? [00:50:25] - Ben Breaks The Top 20 [00:51:01] 351 …
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Episode 18 - Transparency is Not Priced In
47:49
47:49
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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? [00:3…
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Episode 17 - Strategy hits their STRD Thank you to our sponsor, Swan Bitcoin. 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 ATM Facility in the Market Mean to You? [00:19:19] - How Big Should a Company be Before Issuing Preferred Products? [00:32:42…
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Episode 16 - Dividend Drip Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00] Welcome Back to The Hurdle Rate [00:21] The Dividend Drip [07:38] Strategy Added to Russell Top 200 Value Index [13:16] Stock Market Hits All Time Highs [19:00] Bitcoin - Nothing Stops This Train [28:52] Will Investors Be Scared Off By This Recent …
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Episode 15 - Billions in Bitcoin Treasuries
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54:49
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Episode 15 - Billions in Bitcoin Treasuries Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00] Welcome Back to The Hurdle Rate [01:16] Tim and Matt Recap BTC Prague [09:53] Where Can Bitcoin Treasury Companies Be 4 Years From Now? [24:39] Alt season [30:20] New Announcements in the Bitcoin Treasury Space [41:25] Aggression a…
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Episode 14 - The World's Evolving Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00] Welcome Back to The Hurdle Rate [00:30] Altcoin Treasury Strategy? [05:46] Is Chanos the Next Hurdle Rate Host? [14:31] Checking In on the US Dollar [25:57] Talking Your Own Bag [37:05] Saylor's Latest Bitcoin Buy & Explaining Strategy [46:5…
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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 Th…
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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?By thehurdleratepod
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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 ThoughtsBy thehurdleratepod
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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 StrategyBy thehurdleratepod
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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…
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Episode 8 - Strategy World Recap: A Revolution Ignited
34:04
34:04
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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 conf…
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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 Ca…
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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?By thehurdleratepod
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Episode 5 - DXY vs. Store of Value Assets
52:55
52:55
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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 dominanceBy thehurdleratepod
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Episode 4 - Bitcoin Portfolio Theory
1:06:46
1:06:46
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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 thoughtsBy thehurdleratepod
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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…
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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…
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Episode 1 - Bitcoin is the Hurdle Rate
1:41:17
1:41:17
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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 in…
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