Podcast
The Hurdle Rate Podcast
Hosted by thehurdleratepod · EN
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!
29episodes
Episodes
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Episode 48 - Bullish Digital Credit
Feb 1800:53:39Summary readyEpisode 48 - Bullish Digital Credit Thank 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
SummaryEpisode 47 - A Time To Build
Feb 1000:48:42Summary readyEpisode 47 - A Time To Build Thank 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
SummaryEpisode 46 - Build The Structure
Feb 300:48:59Summary readyEpisode 46 - Build The Structure Thank 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
SummaryEpisode 45 - Preferred Equity Demand
Jan 2801:04:38Summary readyEpisode 45 - Preferred Equity Demand 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] 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
SummaryEpisode 44 - Digital Credit Clarity
Jan 2000:56:51Summary readyEpisode 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
SummaryEpisode 43 - The Best Message Is Digital Credit
Jan 1301:02:16Summary readyEpisode 43 - The Best Message Is Digital Credit Thank 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
SummaryEpisode 42 - Pensions, Private Equity & Digital Credit
Jan 601:01:52Summary readyEpisode 42 - Pensions, Private Equity & Digital Credit Thank 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
SummaryEpisode 41 - Structurally Bullish
Dec 2300:59:08Summary readyEpisode 41 - Structurally Bullish Thank 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
SummaryEpisode 40 - Set Up For A Supercycle
Dec 1600:45:58Tap to summarizeEpisode 40 - Set Up For A Supercycle Thank 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
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