The Hurdle Rate Podcast

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

January 13, 2026 62 mins

Episode 43 - The Best Message Is Digital Credit

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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...

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Episode 42 - Pensions, Private Equity & Digital Credit

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

  • 0:00 - Welcome Back to The Hurdle Rate
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December 23, 2025 59 mins

Episode 41 - Structurally Bullish

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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...

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December 16, 2025 45 mins

Episode 40 - Set Up For A Supercycle

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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...

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December 9, 2025 40 mins

Episode 39 - The Hurdle Rate Is High

Thank you to our sponsor, Swan Bitcoin.

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...

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December 2, 2025 57 mins

Episode 38 - The Incentives Are Aligned

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:00:40] The Incentives Are Aligned

[00:10:50] MSTR’s Green Dots & USD...

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November 25, 2025 52 mins

Episode 37 - Meet Them Where They're At

Thank you to our sponsor, Swan Bitcoin.

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...

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Episode 36 - Inside the Digital Credit Revolution

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:01:30] Bitcoin Amsterdam & Cantor Conference Miami Recaps

...

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Episode 35 - Amplified Bitcoin and Digital Credit

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:00:30] The IPOs of Digital Credit

[00:12:41] The Process of La...

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Episode 34 - The Preferred Strategy is Digital Credit

Thank you to our sponsor, Swan Bitcoin.

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...

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Episode 33 - Credit Ratings for Digital Capital

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:00:30] Strategy Gets a Credit Rating

[00:12:43] How This Will Im...

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October 22, 2025 52 mins

Episode 32 - Strategic Risk Taking

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:00:34] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference

[00:13:34...

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October 14, 2025 60 mins

Episode 31 - The Digital Credit Landscape

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:02:00] Crypto Crash of October 11

[00:21:11] Launching a Treasury Com...

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October 7, 2025 47 mins

Episode 30 - Focus on the Future

Thank you to our sponsor, Swan Bitcoin.

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...

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September 30, 2025 52 mins

Episode 29 - Bitcoin Supercycle

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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...

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September 23, 2025 50 mins

Episode 28 - The M&A Era has Begun

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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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September 16, 2025 52 mins

Episode 27 - The Starting Line

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:00:32] Strive Announces Board of Directors

[00:29:57] Rate Cut on Wednesday?

[003...

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September 9, 2025 42 mins

Episode 26 - Zoom Out. We're Early.

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:00:40] No Strategy in the S&P 500

[00:14:20] Michael Saylor Reframes the...

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September 3, 2025 43 mins

Episode 25 - Will Travel for Bitcoin

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] Recapping Bitcoin Asia

[00:21:22] STRC Dividend Increases

[00:34:13]...

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Episode 24 - Fed Signals and Equity Stakes

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:00:45] Meet The Hurdle Rate’s First Guest Host, Avik Roy

[00:02:44] S...

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