Episode 10 - Have Bitcoin, Get Money
[00:00] Welcome Back to The Hurdle Rate
[00:40] Another Big Buy for MSTR
[17:11] Semler Scientific adds Natalie Brunell to their Board
[26:55] Jamie Dimon’s Bitcoin comments
[37:26] US Debt gets Downgraded
[53:20] Class action lawsuit vs Strategy
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57:53
Episode 9 - A Movement Has Started
Episode 9 - A Movement Has Started
[00:00] Welcome Back to The Hurdle Rate
[02:14] The latest in the Bitcoin Treasury space
[12:12] Being bold and having courage
[28:00] Why are retail investors understanding Strategy’s playbook better than institutions?
[34:46] What will be the main themes for investors to learn about?
[49:00] Closing thoughts
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50:41
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?
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!
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