The Hurdle Rate Podcast

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?

Episode 20 - Convert to IPO

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

[00:01:15] STRC IPO

[00:13:07] Converts and MSTR Earnings Expectations

[00:22:38] No ATM Usage from Strategy

[00:37:30] US Trade Deal with EU 

[00:44:16] mNAV Indicator of Store of Value

Episode 19 - A Huge Wave of Capital isn't a STRC

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

[00:00:23] - STRC - What Does It Mean to You?

[00:20:54] - Real Estate Vs Perpetual Preferred Products

[00:38:45] - Is Winter Coming Back?

[00:50:25] - Ben Breaks The Top 20

[00:51:01] 351 and Joining the Strive Family

Episode 18 - Transparency is Not Priced In

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

[00:01:47] Strategy’s Latest Buy

[00:08:25] Altcoin Treasury Companies?

[00:18:58] AI’s Impact on Bitcoin Treasury Companies

[00:25:17] Breaking Down ‘Analysts’ Estimates on MSTR

[00:33:24] So Much for Sideways Summer?

[00:37:51] The End of Earnings Volatility?

[00:41:28] The Mispricing of Risk for Bitcoin Treasury Companies

[00:43:36] New Tariffs, No Flinch