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
In this week’s Hurdle Rate, the crew breaks down the slow summer market and strategy's focus on building up its balance sheet to improve credit quality. We explore how Strategy and Strive are navigating macro uncertainty, steadying operations, and executing consistent Bitcoin buys through the summer doldrums. We also dig into the derivatives market, short interest dynamics for ASST and SATA, and how lending out shares ultimat...
Shifting Institutional | The Hurdle Rate Podcast | Ep. 65 In this week’s Hurdle Rate, the crew opens with updates from Strategy, Strive, and the digital credit market before recapping the major developments from Q2. We cover Strategy’s growing cash reserve, market feedback, and the evolution of Bitcoin-backed credit. We also explore institutional adoption, structured products, AI, intellectual property, and the limits...
Episode 64: Building The Track Record In this week’s Hurdle Rate, the crew breaks down Strategy’s sale of Bitcoin to fund dividend payments and why the market’s reaction may signal growing confidence in Bitcoin as a liquid capital asset. We explore how Strategy and Strive are using balance sheet management, digital credit, and capital markets access to keep their models moving through volatility. We also di...
Episode 63: The Digital Credit Capital Framework In this week's Hurdle Rate, the crew opens with the latest on digital credit volatility and the broader market backdrop, before digging into Strategy's capital framework and how management is navigating stress in the system. The conversation turns to institutional behavior, the realities of managing a cash balance sheet, and the dynamics of leverage and short interest within digital...
Episode 62: Digital Credit Weakness Full episodes: https://tnorth.com/hurdle-rate/ In this week's Hurdle Rate, the crew breaks down the mechanics of volatility and liquidation events, before turning to shifting investor behavior and how markets react to sudden liquidations. We dig into how digital credit stacks up against traditional financial instruments, the innovations shaping the future of the lending landscape, and what it t...
In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to Strategy's Bitcoin sale and what the balance sheet math actually reveals about risk and permanent impairment. We dig into historical bear market scenarios, how to manage amplification ratios, and the product management and demand dynamics shaping the treasury company landscape. We cl...
Episode 60: The Math of Amplification In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to Strategy's Bitcoin sale and what the balance sheet math actually reveals about risk and permanent impairment. We dig into historical bear market scenarios, how to manage amplification ratios, and the product management and demand dynamics shapin...
Episode 59: Scale Like Crazy
0:00 - Welcome Back to The Hurdle Rate
1:08 - Jeff’s Podcast Circuit & Strategy Retires Debt
21:27 - Strive’s Big Week
32:42 - Strategy’s Retail Q&A
41:29 - Kevin Warsh is The New Fed Chair
Episode 58: Exponential Innovation
0:00 - Welcome Back to The Hurdle Rate
1:30 - Strive: The Daily Dividend Company
5:32 - Ringing The Opening Bell at Nasdaq
23:50 - How Strive Paid Off Its Debt
27:00 - How Big Is This Idea?
41:21 - The Infrastructure Behind The Scenes
47:00 - How Bitcoin Will Be Involved In Strive’s Future All episodes are posted on YouTube: https://www.youtube.com/channel/UCR9Q6w9zyf_KS2ujrzhoLyA All epi...
Episode 57: The Answer Is Trillions All episodes live here: https://tnorth.com/shows/hurdle-rate/
0:00 - Welcome Back to The Hurdle Rate
3:02 - MSTR Earnings Call Reaction
25:22 - Is Digital Credit Too Good to Be True?
42:16 - FDIC & Monetary Risk
Episode 56: The User Experience All episodes live here: https://tnorth.com/shows/hurdle-rate/
0:00 - Welcome Back to The Hurdle Rate
2:20 - Strategy Flips BlackRock
20:58 - Is The Tokenized Ecosystem Completely Useless?
30:13 - AI Tools & Revamping Portfolios
45:55 - Schwab Education
Episode 55: A Structural Shift [00:00:00] Welcome Back to The Hurdle Rate [00:01:30] Digital Credit’s Big Month [00:18:05] Capital Flows [00:26:50] Rethinking Credit [00:42:37] The End of the 60/40 Portfolio
Episode 54: The Management of The Treasury
[00:00:00] Welcome Back to The Hurdle Rate [00:01:55] The Accumulation Phase [00:21:00] Digital Credit as The Hurdle Rate [00:40:45] Moderate Duration
Episode 53 - Bitcoin, AI and The New QE
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate [00:01:45] US Debt Crisis [00:17:37] AI Disruption in The Startup Economy [00:30:58] Debasement & Portfolio Construction [00:44:34] Which Type of Non-Bitcoin Company Would Even Be Attractive Now?
Episode 52 - An Increasingly Digital World
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate [00:01:10] The Latest News from Strategy [00:14:00] Private Credit Liquidity Issues [00:32:23] The Correlation Between Private Credit and Public Credit Markets
Episode 51 - A Digital Credit Treasury
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate [00:00:36] Strive ASST & SATA Update [00:49:14] Strategy’s Latest Buy
Episode 50 - Some Pretty Good Money Printing
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate [00:03:20] Strategy’s Latest [00:12:55] 20 Millionth Bitcoin is Mined [00:37:15] The Speed at Which AI is Advancing
Episode 49 - Digital Credit is for Corporations
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] Bitcoin as Digital Freedom Money Amid Global ...
Episode 48 - Bullish Digital Credit
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate
[00:01:51] Reflections on Bitcoin Investor Week & Matt’s Cardone Deb...
Episode 47 - A Time To Build
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[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...
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