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 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
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?
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