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PODCAST

The Hurdle Rate Podcast

thehurdleratepod

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. Is Bitcoin your hurdle rate? New episodes every Wednesday!

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All Episodes

42:30

Episode 26 - Zoom Out. We're Early.

The Hurdle Rate Podcast ·

2025/09/09

Episode 26 - Zoom Out. We're Early.Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

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43:35

Episode 25 - Will Travel for Bitcoin

The Hurdle Rate Podcast ·

2025/09/03

Episode 25 - Will Travel for Bitcoin Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

en

58:57

Episode 24 - Fed Signals and Equity Stakes

The Hurdle Rate Podcast ·

2025/08/26

Episode 24 - Fed Signals and Equity StakesThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

en

55:52

Episode 23 - Noise in the Market

The Hurdle Rate Podcast ·

2025/08/19

Episode 23 - Noise in the MarketThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

en

51:32

Episode 22 - Commodity, Security, Token

The Hurdle Rate Podcast ·

2025/08/13

Episode 22 - Commodity, Security, TokenThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

en

58:22

Episode 21 - The Intelligent Leverage Trade: Winter...

The Hurdle Rate Podcast ·

2025/08/05

Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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?

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52:26

Episode 20 - Convert to IPO

The Hurdle Rate Podcast ·

2025/07/29

Episode 20 - Convert to IPO Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

en

54:06

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

The Hurdle Rate Podcast ·

2025/07/23

Episode 19 - A Huge Wave of Capital isn't a STRCThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

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47:49

Episode 18 - Transparency is Not Priced In

The Hurdle Rate Podcast ·

2025/07/15

Episode 18 - Transparency is Not Priced InThank you to our sponsor, Swan Bitcoin. [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

en

39:22

Episode 17 - Strategy hits their STRD

The Hurdle Rate Podcast ·

2025/07/08

Episode 17 - Strategy hits their STRDThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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”

en

51:34

Episode 16 - Dividend Drip

The Hurdle Rate Podcast ·

2025/07/01

Episode 16 - Dividend DripThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

en

54:49

Episode 15 - Billions in Bitcoin Treasuries

The Hurdle Rate Podcast ·

2025/06/24

Episode 15 - Billions in Bitcoin TreasuriesThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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?

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50:51

Episode 14 - The World's Evolving

The Hurdle Rate Podcast ·

2025/06/17

Episode 14 - The World's EvolvingThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

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55:09

Episode 13 - Building for Decades

The Hurdle Rate Podcast ·

2025/06/10

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 Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com

en

47:46

Episode 12 - Upgrade with Junk Grade

The Hurdle Rate Podcast ·

2025/06/03

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?

en

41:57

Episode 11 - People Are Dancing

The Hurdle Rate Podcast ·

2025/05/30

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

en

57:53

Episode 10 - Have Bitcoin, Get Money

The Hurdle Rate Podcast ·

2025/05/20

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

en

50:41

Episode 9 - A Movement Has Started

The Hurdle Rate Podcast ·

2025/05/13

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

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34:04

Episode 8 - Strategy World Recap: A Revolution Ignited

The Hurdle Rate Podcast ·

2025/05/08

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?

en

49:08

Episode 7 - Fully Torqued Bitcoin

The Hurdle Rate Podcast ·

2025/05/03

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

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