The Hurdle Rate Podcast

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The Hurdle Rate Podcast

The Hurdle Rate Podcast

@HurdleRatePod

Manhattan Katılım Mart 2025
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 59: Scale Like Crazy The crew breaks down Strategy's latest debt retirement and what it signals about capital structure and market perception, before turning to Strive's growing Bitcoin holdings, the launch of SATA daily dividends, and what the firm's market cap reveals about treasury efficiency. We close with a look at ecosystem cooperation, the voting dynamics shaping Bitcoin's corporate landscape, and what a new Federal Reserve Chair could mean for the road ahead. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 00:00 - Welcome Back to The Hurdle Rate
 02:26 - Analysis of Strategy's Debt Retirement
 10:48 - Capital Structure and Market Perception
 21:57 - Strive's Bitcoin Holdings Update
 23:26 - SATA Daily Dividends Launch
 31:40 - Strive Market Cap and Efficiency
 33:14 - Ecosystem Cooperation and Voting
 42:04 - New Federal Reserve Chair Outlook
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 59: Scale Like Crazy The crew breaks down Strategy's latest debt retirement and what it signals about capital structure and market perception, before turning to Strive's growing Bitcoin holdings, the launch of SATA daily dividends, and what the firm's market cap reveals about treasury efficiency. We close with a look at ecosystem cooperation, the voting dynamics shaping Bitcoin's corporate landscape, and what a new Federal Reserve Chair could mean for the road ahead. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 00:00 - Welcome Back to The Hurdle Rate
 02:26 - Analysis of Strategy's Debt Retirement
 10:48 - Capital Structure and Market Perception
 21:57 - Strive's Bitcoin Holdings Update
 23:26 - SATA Daily Dividends Launch
 31:40 - Strive Market Cap and Efficiency
 33:14 - Ecosystem Cooperation and Voting
 42:04 - New Federal Reserve Chair Outlook
English
35
43
317
95.6K
The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 58: Exponential Innovation The crew is back this week diving into Strive’s evolution into “The Daily Dividend Company” and what that could mean for the future of financial products. They discuss the experience of ringing the opening bell at Nasdaq, break down how Strive paid off its debt, and explore just how large this opportunity could become. Finally, they unpack the infrastructure operating behind the scenes and how Bitcoin could play a major role in Strive’s future. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 0:00 - Welcome Back to The Hurdle Rate 2:00 - Strive: The Daily Dividend Company 6:02 - Ringing The Opening Bell at Nasdaq 24:20 - How Strive Paid Off Its Debt 27:30 - How Big Is This Idea? 41:51 - The Infrastructure Behind The Scenes 47:30 - How Bitcoin Will Be Involved In Strive’s Future
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
No Hurdle Rate Podcast episode this week… You'll understand.  See you all next week.
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 56: The User Experience The crew is back this week discussing Strategy’s passing of BlackRock in Bitcoin Holdings and what it could signal for broader markets. They then dive into whether the tokenized ecosystem is actually providing value, before exploring how AI tools are reshaping portfolio construction. Finally, they wrap up with a discussion on Schwab’s approach to Bitcoin education and what it means going forward. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 0:30 - Welcome Back to The Hurdle Rate 2:50 - Strategy Flips BlackRock 21:28 - Is The Tokenized Ecosystem Completely Useless? 30:43 - AI Tools & Revamping Portfolios 46:25 - Schwab Education
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 57: The Answer Is Trillions The crew is back this week reacting to MSTR’s latest earnings call and what it could mean for the future. They then dive into the rise of digital credit and if it's too good to be true. Finally, they close with a discussion around the FDIC, monetary risk, and the broader implications for the financial system moving forward. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 0:00 - Welcome Back to The Hurdle Rate 3:32 - MSTR Earnings Call Reaction 25:52 - Is Digital Credit Too Good to Be True? 42:46 - FDIC & Monetary Risk
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 55: A Structural Shift The crew is back this week discussing Digital Credit’s big month and what it signals for markets. They then explore capital flows, before rethinking credit in today’s environment and wrapping with a discussion on the end of the 60/40 portfolio. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 0:30 - Welcome Back to The Hurdle Rate 2:00 - Digital Credit’s Big Month 18:35 - Capital Flows 27:20 - Rethinking Credit 43:07 - The End of the 60/40 Portfolio
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 54: The Management of The Treasury The crew is back this week discussing the accumulation phase and what it means. They then explore the concept of Digital Credit as the new Hurdle Rate, before diving into how to think about positioning and duration in this environment. Here's the latest with @TimKotzman, @IIICapital , @PunterJeff, and @Werkman. 0:00 - Welcome Back to The Hurdle Rate 1:55 - The Accumulation Phase 21:00 - Digital Credit as The Hurdle Rate 40:45 - Moderate Duration
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 53: Bitcoin, AI and The New QE The crew is back this week discussing the growing risks around the US debt crisis and what it could mean for markets. They then explore how AI is rapidly disrupting the startup economy, before diving into debasement and how to think about portfolio construction in this environment. Finally, they debate what types of non-Bitcoin companies could still be attractive going forward. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 0:30 - Welcome Back to The Hurdle Rate 2:15 - US Debt Crisis 18:07 - AI Disruption in The Startup Economy 31:28 - Debasement & Portfolio Construction 45:04 - Which Type of Non-Bitcoin Company Would Even Be Attractive Now?
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The Hurdle Rate Podcast
The Hurdle Rate Podcast@HurdleRatePod·
Welcome Back to The Hurdle Rate. Episode 52: An Increasingly Digital World The crew is back this week diving into the latest news from @Strategy. They then unpack growing concerns around private credit liquidity, exploring where stress may be building beneath the surface. Finally, they break down the correlation between private and public credit markets. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman. 0:30 - Welcome Back to The Hurdle Rate 1:40 - The Latest News from Strategy 14:30 - Private Credit Liquidity Issues 32:53 - The Correlation Between Private Credit and Public Credit Markets
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Keşfet

@TimKotzman @ColeMacro @PunterJeff @Werkman @IIICapital @Strategy @elonmusk @BarackObama