The Hurdle Rate Podcast

Episode 17 - Strategy hits their STRD

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

[00:00:13] - Jeff’s Big Announcement

[00:13:17] - What Does STRD Having an ATM Facility in the Market Mean to You? 

[00:19:19] - How Big Should a Company be Before Issuing Preferred Products?

[00:32:42] - Elon Musk - “Fiat is Hopeless”

Episode 16 - Dividend Drip

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[00:00] Welcome Back to The Hurdle Rate

[00:21] The Dividend Drip

[07:38] Strategy Added to Russell Top 200 Value Index

[13:16] Stock Market Hits All Time Highs

[19:00] Bitcoin - Nothing Stops This Train

[28:52] Will Investors Be Scared Off By This Recent Run?

[50:35] Metaplanet Hits #5

Episode 15 - Billions in Bitcoin Treasuries

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[00:00] Welcome Back to The Hurdle Rate

[01:16] Tim and Matt Recap BTC Prague

[09:53] Where Can Bitcoin Treasury Companies Be 4 Years From Now?

[24:39] Alt season

[30:20] New Announcements in the Bitcoin Treasury Space

[41:25] Aggression and The Digital Transformation of Investor Relations

[53:02] Matt Cole on True North?

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?