The Hurdle Rate Podcast

By thehurdleratepodBusiness Investing

The Hurdle Rate Podcast episodes

May 06 Episode 57: The Answer Is Trillions
Episode 57: The Answer Is Trillions

All episodes live here: https://tnorth.com/shows/hurdle-rate/

0:00 - Welcome Back to The Hurdle Rate
3:02 - MSTR Earnings Call Reaction
25:22 - Is Digital Credit Too Good to Be True?
42:16 - FDIC & Monetary Risk

55 min
April 21 Episode 56: The User Experience
Episode 56: The User Experience

All episodes live here: https://tnorth.com/shows/hurdle-rate/

0:00 - Welcome Back to The Hurdle Rate
2:20 - Strategy Flips BlackRock
20:58 - Is The Tokenized Ecosystem Completely Useless?
30:13 - AI Tools & Revamping Portfolios
45:55 - Schwab Education
54 min
April 14 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
51 min
April 07 Episode 54: The Management of The Treasury
Episode 54: The Management of The Treasury
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:55] The Accumulation Phase
[00:21:00] Digital Credit as The Hurdle Rate
[00:40:45] Moderate Duration
52 min
March 31 Episode 53 - Bitcoin, AI and The New QE
Episode 53 - Bitcoin, AI and The New QE

Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:45] US Debt Crisis
[00:17:37] AI Disruption in The Startup Economy
[00:30:58] Debasement & Portfolio Construction
[00:44:34] Which Type of Non-Bitcoin Company Would Even Be Attractive Now?
59 min
March 24 Episode 52 - An Increasingly Digital World
Episode 52 - An Increasingly Digital World
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:01:10] The Latest News from Strategy
[00:14:00] Private Credit Liquidity Issues
[00:32:23] The Correlation Between Private Credit and Public Credit Markets
53 min
March 17 Episode 51 - A Digital Credit Treasury
Episode 51 - A Digital Credit Treasury
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:00:36] Strive ASST & SATA Update
[00:49:14] Strategy’s Latest Buy
1 hr
March 10 Episode 50 - Some Pretty Good Money Printing
Episode 50 - Some Pretty Good Money Printing
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com
[00:00:00] Welcome Back to The Hurdle Rate
[00:03:20] Strategy’s Latest
[00:12:55] 20 Millionth Bitcoin is Mined
[00:37:15] The Speed at Which AI is Advancing
1 hr
March 02 Episode 49 - Digital Credit is for Corporations
Episode 49 - Digital Credit is for Corporations
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate
[00:02:00] Bitcoin as Digital Freedom Money Amid Global Uncertainty
[00:20:30] Strategy World Recap
[00:27:55] STRC as The Hurdle Rate?
[00:39:20] Traditional Finance at Strategy World
[00:50:40] The Liquidity Component
[01:05:50] Closing Thoughts
1 hr 10 min
February 18 Episode 48 - Bullish Digital Credit
Episode 48 - Bullish Digital Credit
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate
[00:01:51] Reflections on Bitcoin Investor Week & Matt’s Cardone Debate
[00:10:28] Amplification in a Bear Market
[00:22:04] The True Risk Profile of Digital Credit Instruments
[00:37:00] Private Credit, Compounding GDP, and Government Spending
[00:45:35] AI Disruption and the K Shaped Economy

54 min

About The Hurdle Rate Podcast

From the publisher's feed

Join Matt, Ben, Jeff, and Tim for an entertaining and informative weekly podcast cutting through conventional wisdom on Bitcoin, investing, and macroeconomics. Every Wednesday, this forward-thinking team delivers unique perspectives and innovative insights that challenge mainstream financial narratives, empowering listeners to make more independent decisions for their corporate or personal financial lives.