The Hurdle Rate Podcast

Episode 30 - Focus on the Future
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:20] Ben Werkman Joins Strive as CIO
[00:18:07] Tribalism and Doubt in Bitcoin
[00:32:47] The Fastest Growing ETF of All Time
[00:35:03] CAMT - Corporate Alternative Minimum Tax
[00:41:52] Uptober Getting Revved Up

Episode 29 - Bitcoin Supercycle
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:24] Breaking News: Tim is All In and Dedicating His Life to Bitcoin
[00:10:11] Bitcoin vs Other Store of Value Assets
[00:21:41] Bitcoin Super Cycle?
[00:26:30] Digital ID Rollout in the UK
[00:41:00] Strategy Dividend Day

Episode 28 - The M&A Era has Begun
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:15] Strive Acquires Semler Scientific
[00:19:39] The Impact of Meeting Bitcoiners in Person
[00:26:40] Behind the Scenes of the Bitcoin Treasuries NYC Unconference with Tim
[00:38:55] Operating with a Long Term View in Bitcoin

Episode 27 - The Starting Line
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:32] Strive Announces Board of Directors
[00:29:57] Rate Cut on Wednesday?
[0036:57] Bitcoin Treasuries Unconference
[00:46:51] Options on the Prefs

Episode 26 - Zoom Out. We're Early.
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:40] No Strategy in the S&P 500
[00:14:20] Michael Saylor Reframes the World of Risk
[00:37:11] The Landscape of Strategy’s ATMs
[00:40:58] Pierre’s Closing Thoughts

Episode 25 - Will Travel for Bitcoin
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:23] Recapping Bitcoin Asia
[00:21:22] STRC Dividend Increases
[00:34:13] Fed Independence and What Rates Should Do

Episode 24 - Fed Signals and Equity Stakes
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:45] Meet The Hurdle Rate’s First Guest Host, Avik Roy
[00:02:44] Strive’s Major News Announcement
[00:08:40] The Fed Symposium in Jackson Hole
[00:29:59] Intel & The US Government
[00:56:33] Update on Tim’s Unconference

Episode 23 - Noise in the Market
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] Trading Below 1 mNAV?
[00:27:41] Gold Revaluation
[00:36:51] Bitcoin Treasury Executive Compensation 
[00:42:10] Preferred Liquidation Preference

Episode 22 - Commodity, Security, Token
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[00:00:00] Welcome Back to The Hurdle Rate
[00:00:30] Bo Hines to the Private Sector
[00:08:30] ETH Treasury Companies and Scale
[00:31:57] Tim’s NYC Unconference
[00:40:44] Strategy’s 5 Year Bitcoin Anniversary

Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back
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[00:00:00] Welcome Back to The Hurdle Rate
[00:01:34] Recapping MSTR Earnings Call
[00:09:49] Strategy’s ATM Adjustment
[00:21:00] MSTR’s Bitcoin Per Share
[00:30:03] Only Look at Leverage Ratio
[00:45:08] Could Bitcoin Treasury Companies Lead to the Next Bear Market?