Episode 14 - The World's Evolving

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[00:00] Welcome Back to The Hurdle Rate

[00:30] Altcoin Treasury Strategy?

[05:46] Is Chanos the Next Hurdle Rate Host?

[14:31] Checking In on the US Dollar

[25:57] Talking Your Own Bag

[37:05] Saylor's Latest Bitcoin Buy & Explaining Strategy

[46:54] Bitcoin's Resilience Amid Global Tension

Episode 13 - Building for Decades

[00:00] Welcome Back to The Hurdle Rate

[01:29] What’s Going On with American Politics?

[14:46] Bitcoin Treasury Companies as Tax Advantaged Perpetual Bitcoin Dividend Drips

[20:02] The Upside in STRD

[31:40] Is There Something Holding the Bond Market Back?

[46:39] Thinking Through the Leverage Ratio of Strategy

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Episode 12 - Upgrade with Junk Grade

[00:00] - Welcome Back to The Hurdle Rate

[00:20] - STRD Announcement Reaction

[29:40] - Has Bitcoin Peaked for this Cycle?

[37:02] - James Wynn’s Wild Ride

[38:40] - What Should the Bitcoin Interest Rate Be?

Episode 11 - People Are Dancing

[00:00] Welcome Back to The Hurdle Rate

[00:11] Recap of the Past Week

[03:48] GameStop’s Bitcoin Treasury Announcement

[16:24] True North Meetup in Vegas

[22:22] Strive’s Big Announcement

[39:07] Closing Thoughts

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