
Tuesday Apr 14, 2026
Episode 55: A Structural Shift
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
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