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!
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Episodes
6 days ago
6 days ago
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 Disenchantment with the Fed
[00:49:30] Trump Caps Credit Card Interest
[00:56:03] Strive Semler Merger
Tuesday Jan 06, 2026
Tuesday Jan 06, 2026
Episode 42 - Pensions, Private Equity & Digital Credit
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We buy Bitcoin at Swan.com
0:00 - Welcome Back to The Hurdle Rate
0:55 - Strategy Gears Up for Massive 2026
12:10 - Looking Back at 2025: Year Zero in Digital Credit
30:12 - Capital Allocation and Pension Funds
50:18 - 2026 Outlook
Tuesday Dec 23, 2025
Tuesday Dec 23, 2025
Episode 41 - Structurally Bullish
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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 and the Power of Compounding
[00:30:30] Do You Beat The Hurdle Rate of Bitcoin?
[00:53:04] Tim’s Review of Bitcoin Treasuries Big Year
Tuesday Dec 16, 2025
Tuesday Dec 16, 2025
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] OCC Greenlights Crypto Bank Charters
[00:26:14] Valuations
[00:34:48] Quantum Risks?
[00:40:15] MSTR Staying in Nasdaq 100
[00:43:57] Final Thoughts
Tuesday Dec 09, 2025
Tuesday Dec 09, 2025
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] Closing Thoughts
Tuesday Dec 02, 2025
Tuesday Dec 02, 2025
Episode 38 - The Incentives Are Aligned
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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 Reserve
[00:46:16] STRC Dividend Rate Hike
Tuesday Nov 25, 2025
Tuesday Nov 25, 2025
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 Article and the K-Shaped Economy
Tuesday Nov 18, 2025
Tuesday Nov 18, 2025
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
[00:19:24] Volatility in the Prefs
[00:41:08] Underwriting Bitcoin
[00:47:28] Hedging with Zcash?
Monday Nov 10, 2025
Monday Nov 10, 2025
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 Launching a Preferred Product
[00:27:06] ASST & SATA Update
Tuesday Nov 04, 2025
Tuesday Nov 04, 2025
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 Introduces Stream
[00:15:37] MSTR Q3 Earnings Call Recap
[00:36:10] ROC Dividends
[00:42:02] Additional Highlights from Strategy Earnings Report