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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!

business investing

All Episodes

51:39

Episode 54: The Management of The Treasury

The Hurdle Rate Podcast ·

2026/04/07

Episode 54: The Management of The Treasury[00:00:00] Welcome Back to The Hurdle Rate [00:01:55] The Accumulation Phase [00:21:00] Digital Credit as The Hurdle Rate [00:40:45] Moderate Duration

en

58:57

Episode 53 - Bitcoin, AI and The New QE

The Hurdle Rate Podcast ·

2026/03/31

Episode 53 - Bitcoin, AI and The New QEThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:45] US Debt Crisis [00:17:37] AI Disruption in The Startup Economy [00:30:58] Debasement & Portfolio Construction [00:44:34] Which Type of Non-Bitcoin Company Would Even Be Attractive Now?

en

52:37

Episode 52 - An Increasingly Digital World

The Hurdle Rate Podcast ·

2026/03/24

Episode 52 - An Increasingly Digital WorldThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:10] The Latest News from Strategy [00:14:00] Private Credit Liquidity Issues [00:32:23] The Correlation Between Private Credit and Public Credit Markets

en

59:16

Episode 51 - A Digital Credit Treasury

The Hurdle Rate Podcast ·

2026/03/17

Episode 51 - A Digital Credit TreasuryThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:36] Strive ASST & SATA Update [00:49:14] Strategy’s Latest Buy

en

59:16

Episode 50 - Some Pretty Good Money Printing

The Hurdle Rate Podcast ·

2026/03/10

Episode 50 - Some Pretty Good Money PrintingThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:03:20] Strategy’s Latest [00:12:55] 20 Millionth Bitcoin is Mined [00:37:15] The Speed at Which AI is Advancing

en

69:17

Episode 49 - Digital Credit is for Corporations

The Hurdle Rate Podcast ·

2026/03/02

Episode 49 - Digital Credit is for Corporations 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] Bitcoin as Digital Freedom Money Amid Global Uncertainty [00:20:30] Strategy World Recap [00:27:55] STRC as The Hurdle Rate? [00:39:20] Traditional Finance at Strategy World [00:50:40] The Liquidity Component [01:05:50] Closing Thoughts

en

53:39

Episode 48 - Bullish Digital Credit

The Hurdle Rate Podcast ·

2026/02/18

Episode 48 - Bullish Digital CreditThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:51] Reflections on Bitcoin Investor Week & Matt’s Cardone Debate [00:10:28] Amplification in a Bear Market [00:22:04] The True Risk Profile of Digital Credit Instruments [00:37:00] Private Credit, Compounding GDP, and Government Spending [00:45:35] AI Disruption and the K Shaped Economy

en

48:42

Episode 47 - A Time To Build

The Hurdle Rate Podcast ·

2026/02/10

Episode 47 - A Time To BuildThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:50] Bitcoin Investor Week in NYC [00:09:50] Bull vs Bear Markets [00:28:00] Is the Bottom In? [00:41:40] Strategy’s Earnings Call

en

48:59

Episode 46 - Build The Structure

The Hurdle Rate Podcast ·

2026/02/03

Episode 46 - Build The StructureThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:05] Kevin Warsh Named Fed Chair [00:24:38] Clawdbots & Moltbook [00:32:10] The Pref Only Model & Digital Risk [00:44:05] Bitcoin as a Term Asset & What a Supercycle Means

en

64:38

Episode 45 - Preferred Equity Demand

The Hurdle Rate Podcast ·

2026/01/28

Episode 45 - Preferred Equity DemandThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:40] Does the Preferred Equity Present a Systemic Risk to Bitcoin? [00:21:42] Strive + Semler: The First M&A Transaction in Bitcoin Treasuries [00:33:30] IBIT Bitcoin Covered Call ETF [00:41:51] Gold & Silver Price Action [00:47:30] What is Japan Saying to the World Right Now? [00:58:54] Bitcoin in an Action-Packed 2026

en

56:51

Episode 44 - Digital Credit Clarity

The Hurdle Rate Podcast ·

2026/01/20

Episode 44 - Digital Credit Clarity Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:56] Strategy’s Latest [00:11:55] Credit Spreads Hit All Time Tights [00:30:06] Coinbase Pulls Out of Clarity Act [00:43:54] Matt Cole Corners the Bitcoin Treasury Podcast Industrial Complex

en

62:16

Episode 43 - The Best Message Is Digital Credit

The Hurdle Rate Podcast ·

2026/01/13

Episode 43 - The Best Message Is Digital CreditThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:02:55] Strategy’s $1.25 Billion Orange Buy [00:15:56] Michael Saylor on What Bitcoin Did [00:39:58] Jerome Powell in Hot Water and Disenchantment with the Fed [00:49:30] Trump Caps Credit Card Interest [00:56:03] Strive Semler Merger

en

61:52

Episode 42 - Pensions, Private Equity & Digital Credit

The Hurdle Rate Podcast ·

2026/01/06

Episode 42 - Pensions, Private Equity & Digital CreditThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com 0:00 - Welcome Back to The Hurdle Rate 0:55 - Strategy Gears Up for Massive 2026 12:10 - Looking Back at 2025: Year Zero in Digital Credit 30:12 - Capital Allocation and Pension Funds 50:18 - 2026 Outlook

en

59:08

Episode 41 - Structurally Bullish

The Hurdle Rate Podcast ·

2025/12/23

Episode 41 - Structurally BullishThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:21] Reflections on 2025 [00:08:14] The Bitcoin Era [00:18:12] Amplification and the Power of Compounding [00:30:30] Do You Beat The Hurdle Rate of Bitcoin? [00:53:04] Tim’s Review of Bitcoin Treasuries Big Year

en

45:58

Episode 40 - Set Up For A Supercycle

The Hurdle Rate Podcast ·

2025/12/16

Episode 40 - Set Up For A SupercycleThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:02:08] The Latest on Bitcoin [00:10:18] A Decade-Long Supercycle? [00:19:47] OCC Greenlights Crypto Bank Charters [00:26:14] Valuations [00:34:48] Quantum Risks? [00:40:15] MSTR Staying in Nasdaq 100 [00:43:57] Final Thoughts

en

40:55

Episode 39 - The Hurdle Rate Is High

The Hurdle Rate Podcast ·

2025/12/09

Episode 39 - The Hurdle Rate Is HighThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:30] Welcome Back to The Hurdle Rate [00:01:30] Bitcoin MENA [00:22:53] Bitcoin As The Hurdle Rate [00:37:27] Closing Thoughts

en

57:48

Episode 38 - The Incentives Are Aligned

The Hurdle Rate Podcast ·

2025/12/02

Episode 38 - The Incentives Are AlignedThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:40] The Incentives Are Aligned [00:10:50] MSTR’s Green Dots & USD Reserve [00:46:16] STRC Dividend Rate Hike

en

52:48

Episode 37 - Meet Them Where They're At

The Hurdle Rate Podcast ·

2025/11/25

Episode 37 - Meet Them Where They're AtThank 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

en

54:08

Episode 36 - Inside the Digital Credit Revolution

The Hurdle Rate Podcast ·

2025/11/18

Episode 36 - Inside the Digital Credit RevolutionThank 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?

en

79:36

Episode 35 - Amplified Bitcoin and Digital Credit

The Hurdle Rate Podcast ·

2025/11/10

Episode 35 - Amplified Bitcoin and Digital CreditThank 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

en

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