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!
Listen on:
Episodes
Wednesday May 06, 2026
Wednesday May 06, 2026
Episode 57: The Answer Is TrillionsAll 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
Tuesday Apr 21, 2026
Tuesday Apr 21, 2026
Episode 56: The User ExperienceAll 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
Tuesday Apr 14, 2026
Tuesday Apr 14, 2026
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
Tuesday Apr 07, 2026
Tuesday Apr 07, 2026
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
Tuesday Mar 31, 2026
Tuesday Mar 31, 2026
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?
Tuesday Mar 24, 2026
Tuesday Mar 24, 2026
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
Tuesday Mar 17, 2026
Tuesday Mar 17, 2026
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
Tuesday Mar 10, 2026
Tuesday Mar 10, 2026
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
Monday Mar 02, 2026
Monday Mar 02, 2026
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 Uncertainty
[00:20:30] Strategy World Recap
[00:27:55] STRC as The Hurdle Rate?
[00:39:20] Traditional Finance at Strategy World
[00:50:40] The Liquidity Component
[01:05:50] Closing Thoughts
Wednesday Feb 18, 2026
Wednesday Feb 18, 2026
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 Debate
[00:10:28] Amplification in a Bear Market
[00:22:04] The True Risk Profile of Digital Credit Instruments
[00:37:00] Private Credit, Compounding GDP, and Government Spending
[00:45:35] AI Disruption and the K Shaped Economy