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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

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?

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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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57:46

Episode 6 - Win or Win More

The Hurdle Rate Podcast ·

2025/04/30

Episode 6 - Win or Win More[00:30] Welcome Back to The Hurdle Rate [01:15] MSTR Earnings [29:19] 21 Capital’s Announcement [41:10] Next week’s Bitcoin for Corporations Conference and MSTR True North World [43:25] What’s taking so long with GameStop? [49:47] Ray Dalio - Is it too late?

en

52:55

Episode 5 - DXY vs. Store of Value Assets

The Hurdle Rate Podcast ·

2025/04/23

Episode 5 - DXY vs. Store of Value Assets[00:30] Welcome Back to The Hurdle Rate [01:26] DXY Breakdown [22:51] Gold vs Bitcoin as the Hurdle Rate [36:59] Interest rates and stagflation [48:00] Strategy, Metaplanet, and Bitcoin dominance

en

01:06:46

Episode 4 - Bitcoin Portfolio Theory

The Hurdle Rate Podcast ·

2025/04/16

Episode 4 - Bitcoin Portfolio Theory0:30 - Welcome Back to The Hurdle Rate 1:30 - Catching up on economic news from the last week 24:15 - Jeff’s Monte Carlo simulations 43:13 - Matt and Strive’s engagement with Intuit 53:30 - Strategy’s mNAV 1:03:41 - Closing thoughts

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55:25

Epidsode 3: Tariffs. Strategy or Standoff?

The Hurdle Rate Podcast ·

2025/04/09

4/9/25 Episode 3 - Tariffs. Strategy or Standoff?0:30 - Welcome Back to The Hurdle Rate 1:20 - Tariffs are based on deficits, right? 21:18 - What position is the US workforce in to absorb these changes? 31:10 - Universal Basic Income 39:40 - Should we expect more volatility in the market? 423:05 - How does all of this impact Bitcoin? 51:59 - What is the path out of this?

en

01:05:27

Episode 2 - GME On!

The Hurdle Rate Podcast ·

2025/04/02

Hurdle Rate Episode 2 - GME On!0:00 - Welcome Back to The Hurdle Rate 0:24 - GameStop and the current state of Bitcoin Treasury Adoption 25:30 - Metaplanet’s big move 28:57 - The Trump Family’s involvement in the Bitcoin Community 38:26 - Liberation Day and tariffs 53:06 - Is Bitcoin Risk-On or Risk-Off? 58:34 - Closing thoughts

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01:41:17

Episode 1 - Bitcoin is the Hurdle Rate

The Hurdle Rate Podcast ·

2025/04/02

The Hurdle Rate Podcast - Episode 1 0:20 - Welcome to The Hurdle Rate 1:17 Meet Matt Cole 3:12 - Meet Ben Werkman 4:48 - Meet Jeff Walton 6:29 - What does Hurdle Rate mean in this current environment? 25:44 - Is Bitcoin the Hurdle Rate? 1:07:03 - Which AI tools are the guys using? 1:24:30 - Tariff talk 1:36:47 - What will happen with inflation?

en

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