The Hurdle Rate Podcast

• Episode 8 - Strategy World Recap: A Revolution Ignited

  Episode 8 - Strategy World Recap: A Revolution Ignited [00:00] Welcome Back to The Hurdle Rate [00:34] - Strategy World Recap [07:10] - Strive’s Announcement [19:44] - How Michael Saylor utilized AI to create fixed income products [23:19] - Tim’s takeaways from the conference [26:52] - Ben’s conference breakdown [29:07] - Matt’s remarks on the conference [30:55] - Is Jeff a double or triple Maxi?

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  34:04
• Episode 7 - Fully Torqued Bitcoin

  Episode 7 - Fully Torqued Bitcoin [00:00] Welcome Back to The Hurdle Rate [00:20] Strategy (MSTR) earnings call recap [01:39] 42/42 Capital Raising Plan [11:43] Permanent Leverage without Refinancing Risk [12:19] Seniority & Volatility of Strategy’s BTC-Backed Securities [17:38] Using BTC Risk for Credit Analysis [23:29] Strategy Liabilities and Capital Structure [33:53] BTC Torque [40:39] Credit Comparison of Strategy products [45:14] Closing thoughts and looking ahead to Orlando

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  49:08
• Episode 6 - Win or Win More

  Episode 6 - Win or Win More [00:30] Welcome Back to The Hurdle Rate [01:15] MSTR Earnings [29:19] 21 Capital’s Announcement [41:10] Next week’s Bitcoin for Corporations Conference and MSTR True North World [43:25] What’s taking so long with GameStop? [49:47] Ray Dalio - Is it too late?

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  57:46
• Episode 5 - DXY vs. Store of Value Assets

  Episode 5 - DXY vs. Store of Value Assets [00:30] Welcome Back to The Hurdle Rate [01:26] DXY Breakdown [22:51] Gold vs Bitcoin as the Hurdle Rate [36:59] Interest rates and stagflation [48:00] Strategy, Metaplanet, and Bitcoin dominance

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  52:55
• Episode 4 - Bitcoin Portfolio Theory

  Episode 4 - Bitcoin Portfolio Theory [00:30] Welcome Back to The Hurdle Rate [01:30] Catching up on economic news from the last week [24:15] Jeff’s Monte Carlo simulations [43:13] Matt and Strive’s engagement with Intuit [53:30] Strategy’s mNAV [01:03:41] Closing thoughts

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  1:06:46

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