The Hurdle Rate Podcast

• Episode 26 - Zoom Out. We're Early.

  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

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  42:30

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  42:30
• Episode 25 - Will Travel for Bitcoin

  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

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  43:35
• Episode 24 - Fed Signals and Equity Stakes

  Episode 24 - Fed Signals and Equity Stakes Thank 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

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  58:57
• Episode 23 - Noise in the Market

  Episode 23 - Noise in the Market Thank 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

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  55:52
• Episode 22 - Commodity, Security, Token

  Episode 22 - Commodity, Security, Token Thank 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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  51:32

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