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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

51:16

Episode 34 - The Preferred Strategy is Digital Credit

The Hurdle Rate Podcast ·

2025/11/04

Episode 34 - The Preferred Strategy is Digital CreditThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:34] Strive’s SATA Announcement [00:01:15] Strategy Introduces Stream [00:15:37] MSTR Q3 Earnings Call Recap [00:36:10] ROC Dividends [00:42:02] Additional Highlights from Strategy Earnings Report

en

53:48

Episode 33 - Credit Ratings for Digital Capital

The Hurdle Rate Podcast ·

2025/10/28

Episode 33 - Credit Ratings for Digital CapitalThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:30] Strategy Gets a Credit Rating [00:12:43] How This Will Impact the Insurance Industry [00:21:50] Interest Coverage Ratio and Industry Credit Ratings [00:27:23] What Will It Take for Bitcoin Treasury Companies Credit Ratings to Go Higher? [00:44:08] Mike Alfred, Big Volumes, and What It All Means [00:51:18] US China Trade Deal and

en

52:23

Episode 32 - Strategic Risk Taking

The Hurdle Rate Podcast ·

2025/10/22

Episode 32 - Strategic Risk TakingThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:34] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference [00:13:34] Sentiment vs Conviction with Bitcoin Treasury Companies [00:25:17] Why do Bitcoin Treasury Companies Exist? [00:38:18] Strategic Risk Taking

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60:46

Episode 31 - The Digital Credit Landscape

The Hurdle Rate Podcast ·

2025/10/14

Episode 31 - The Digital Credit LandscapeThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:02:00] Crypto Crash of October 11 [00:21:11] Launching a Treasury Company from Zero [00:43:44] Deep Dive on Private Credit

en

47:24

Episode 30 - Focus on the Future

The Hurdle Rate Podcast ·

2025/10/07

Episode 30 - Focus on the FutureThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:20] Ben Werkman Joins Strive as CIO [00:18:07] Tribalism and Doubt in Bitcoin [00:32:47] The Fastest Growing ETF of All Time [00:35:03] CAMT - Corporate Alternative Minimum Tax [00:41:52] Uptober Getting Revved Up

en

52:22

Episode 29 - Bitcoin Supercycle

The Hurdle Rate Podcast ·

2025/09/30

Episode 29 - Bitcoin SupercycleThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:24] Breaking News: Tim is All In and Dedicating His Life to Bitcoin [00:10:11] Bitcoin vs Other Store of Value Assets [00:21:41] Bitcoin Super Cycle? [00:26:30] Digital ID Rollout in the UK [00:41:00] Strategy Dividend Day

en

50:01

Episode 28 - The M&A Era has Begun

The Hurdle Rate Podcast ·

2025/09/23

Episode 28 - The M&A Era has BegunThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:15] Strive Acquires Semler Scientific [00:19:39] The Impact of Meeting Bitcoiners in Person [00:26:40] Behind the Scenes of the Bitcoin Treasuries NYC Unconference with Tim [00:38:55] Operating with a Long Term View in Bitcoin

en

52:31

Episode 27 - The Starting Line

The Hurdle Rate Podcast ·

2025/09/16

Episode 27 - The Starting LineThank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [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

en

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

en

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

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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

en

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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34 results

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