The Hurdle Rate Podcast

Episode 10 - Have Bitcoin, Get Money
[00:00] Welcome Back to The Hurdle Rate
[00:40] Another Big Buy for MSTR
[17:11] Semler Scientific adds Natalie Brunell to their Board
[26:55] Jamie Dimon’s Bitcoin comments
[37:26] US Debt gets Downgraded
[53:20] Class action lawsuit vs Strategy

Episode 9 - A Movement Has Started
[00:00] Welcome Back to The Hurdle Rate
[02:14] The latest in the Bitcoin Treasury space
[12:12] Being bold and having courage
[28:00] Why are retail investors understanding Strategy’s playbook better than  institutions?
[34:46] What will be the main themes for investors to learn about?
[49:00] Closing thoughts

Episode 8 - Strategy World Recap: A Revolution Ignited
[00:00] Welcome Back to The Hurdle Rate
[00:34] - Strategy World Recap
[07:10] - Strive’s Announcement
[19:44] - How Michael Saylor utilized AI to create fixed income products
[23:19] - Tim’s takeaways from the conference
[26:52] - Ben’s conference breakdown
[29:07] - Matt’s remarks on the conference
[30:55] - Is Jeff a double or triple Maxi?

Episode 7 - Fully Torqued Bitcoin
[00:00] Welcome Back to The Hurdle Rate
[00:20] Strategy (MSTR) earnings call recap
[01:39] 42/42 Capital Raising Plan
[11:43] Permanent Leverage without Refinancing Risk
[12:19] Seniority & Volatility of Strategy’s BTC-Backed Securities
[17:38] Using BTC Risk for Credit Analysis
[23:29] Strategy Liabilities and Capital Structure
[33:53] BTC Torque
[40:39] Credit Comparison of Strategy products
[45:14] Closing thoughts and looking ahead to Orlando

Episode 6 - Win or Win More
[00:30] Welcome Back to The Hurdle Rate
[01:15] MSTR Earnings
[29:19] 21 Capital’s Announcement
[41:10] Next week’s Bitcoin for Corporations Conference and MSTR True North World
[43:25] What’s taking so long with GameStop?
[49:47] Ray Dalio - Is it too late?

Episode 5 - DXY vs. Store of Value Assets
[00:30] Welcome Back to The Hurdle Rate
[01:26] DXY Breakdown
[22:51] Gold vs Bitcoin as the Hurdle Rate
[36:59] Interest rates and stagflation
[48:00] Strategy, Metaplanet, and Bitcoin dominance

Episode 4 - Bitcoin Portfolio Theory
[00:30] Welcome Back to The Hurdle Rate
[01:30] Catching up on economic news from the last week
[24:15] Jeff’s Monte Carlo simulations
[43:13] Matt and Strive’s engagement with Intuit
[53:30] Strategy’s mNAV
[01:03:41] Closing thoughts

Episode 3 - Negotiating with Penguins
[00:30] Welcome Back to The Hurdle Rate
[01:20] Tariffs are based on deficits, right?
[21:18] What position is the US workforce in to absorb these changes?
[31:10] Universal Basic Income
[39:40] Should we expect more volatility in the market?
[43:05] How does all of this impact Bitcoin?
[51:59] What is the path out of this?

Episode 2 - GME On!
[00:30] Welcome Back to The Hurdle Rate
[00:54] GameStop and the current state of Bitcoin Treasury Adoption
[26:00] Metaplanet’s big move
[29:27] The Trump Family’s involvement in the Bitcoin Community
[38:56] Liberation Day and tariffs
[53:36] Is Bitcoin Risk-On or Risk-Off?
[59:04] Closing thoughts

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?