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 47 - A Time To Build
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:50] Bitcoin Investor Week in NYC
[00:09:50] Bull vs Bear Markets
[00:28:00] Is t...
Episode 46 - Build The Structure
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:05] Kevin Warsh Named Fed Chair
[00:24:38] Clawdbots & Moltbook
[00:32...
Episode 45 - Preferred Equity Demand
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:40] Does the Preferred Equity Present a Systemic Risk to Bitcoin?
[00:21:42] Strive + Semler: The First M&A Transaction in Bitcoin Treasuries
[00:33:30] IBIT ...
Episode 44 - Digital Credit Clarity
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[00:00:00] Welcome ...
Episode 43 - The Best Message Is Digital Credit
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[00:00:00] Welcome Back to The Hurdle Rate
[00:02:55] Strategy’s $1.25 Billion Orange Buy
[00:15:56] Michael Saylor on What Bitcoin Did
[00:39:58] Jerome Powell in Hot Water and Disenchant...
Episode 42 - Pensions, Private Equity & Digital Credit
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- 0:00 - Welcome Back to The Hurdle Rate
- Read more
Episode 41 - Structurally Bullish
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:21] Reflections on 2025
[00:08:14] The Bitcoin Era
[00:18:12] Amplification...
Episode 40 - Set Up For A Supercycle
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[00:00:00] Welcome Back to The Hurdle Rate
[00:02:08] The Latest on Bitcoin
[00:10:18] A Decade-Long Supercycle?
[00:19:47...
Episode 39 - The Hurdle Rate Is High
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We buy Bitcoin at Swan.com
[00:00:30] Welcome Back to The Hurdle Rate
[00:01:30] Bitcoin MENA
[00:22:53] Bitcoin As The Hurdle Rate
[00:37:27] Closin...
Episode 38 - The Incentives Are Aligned
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:40] The Incentives Are Aligned
[00:10:50] MSTR’s Green Dots & USD...
Episode 37 - Meet Them Where They're At
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:50] Market Uncertainty & MSCI Exclusions
[00:34:14] Mike Green Ar...
Episode 36 - Inside the Digital Credit Revolution
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:30] Bitcoin Amsterdam & Cantor Conference Miami Recaps
...
Episode 35 - Amplified Bitcoin and Digital Credit
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] The IPOs of Digital Credit
[00:12:41] The Process of La...
Episode 34 - The Preferred Strategy is Digital Credit
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:34] Strive’s SATA Announcement
[00:01:15] Strategy Intr...
Episode 33 - Credit Ratings for Digital Capital
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] Strategy Gets a Credit Rating
[00:12:43] How This Will Im...
Episode 32 - Strategic Risk Taking
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:34] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference
[00:13:34...
Episode 31 - The Digital Credit Landscape
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[00:00:00] Welcome Back to The Hurdle Rate
[00:02:00] Crypto Crash of October 11
[00:21:11] Launching a Treasury Com...
Episode 30 - Focus on the Future
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We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:20] Ben Werkman Joins Strive as CIO
[00:18:07] Tribalism and Doubt in Bitcoi...
Episode 29 - Bitcoin Supercycle
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:24] Breaking News: Tim is All In and Dedicating His Life to Bitcoin
[00:10:11...
Episode 28 - The M&A Era has Begun
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:15] Strive Acquires Semler Scientific
[00:19:39] The Impact of Meeting...
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