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Episode 1 - Bitcoin is the Hurdle Rate

[0:20] Welcome to The Hurdle Rate

[01:17] Meet Matt Cole

[03:12] Meet Ben Werkman

[04:48] Meet Jeff Walton

[06:29] What does Hurdle Rate mean in this current environment?

[25:44] Is Bitcoin the Hurdle Rate?

[01:07:03] Which AI tools are the guys using?

[01:24:30] Tariff talk

[01:36:47] What will happen with inflation?

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