The Hurdle Rate Podcast

Episode 37 - Meet Them Where They're At

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

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

[00:00:50] Market Uncertainty & MSCI Exclusions

[00:34:14] Mike Green Article and the K-Shaped Economy

Episode 36 - Inside the Digital Credit Revolution

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

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

[00:01:30] Bitcoin Amsterdam & Cantor Conference Miami Recaps

[00:19:24] Volatility in the Prefs

[00:41:08] Underwriting Bitcoin

[00:47:28] Hedging with Zcash?

Episode 35 - Amplified Bitcoin and Digital Credit

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

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

[00:00:30] The IPOs of Digital Credit

[00:12:41] The Process of Launching a Preferred Product

[00:27:06] ASST & SATA Update

Episode 34 - The Preferred Strategy is Digital Credit

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

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

[00:00:34] Strive’s SATA Announcement

[00:01:15] Strategy Introduces Stream

[00:15:37] MSTR Q3 Earnings Call Recap

[00:36:10] ROC Dividends

[00:42:02] Additional Highlights from Strategy Earnings Report

Episode 33 - Credit Ratings for Digital Capital

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

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

[00:00:30] Strategy Gets a Credit Rating

[00:12:43] How This Will Impact the Insurance Industry

[00:21:50] Interest Coverage Ratio and Industry Credit Ratings

[00:27:23]  What Will It Take for Bitcoin Treasury Companies Credit Ratings to Go Higher?

[00:44:08] Mike Alfred, Big Volumes, and What It All Means

[00:51:18] US China Trade Deal and Other Macro Tailwinds

Episode 32 - Strategic Risk Taking

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

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

[00:00:34] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference

[00:13:34] Sentiment vs Conviction with Bitcoin Treasury Companies

[00:25:17] Why do Bitcoin Treasury Companies Exist?

[00:38:18] Strategic Risk Taking

Episode 31 - The Digital Credit Landscape

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] Crypto Crash of October 11

[00:21:11] Launching a Treasury Company from Zero

[00:43:44] Deep Dive on Private Credit

Episode 30 - Focus on the Future

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[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