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
Episode 3 - Negotiating with Penguins
Episode 3 - Negotiating with Penguins
[00:30] Welcome Back to The Hurdle Rate
[01:20] Tariffs are based on deficits, right?
[21:18] What position is the US workforce in to absorb these changes?
[31:10] Universal Basic Income
[39:40] Should we expect more volatility in the market?
[43:05] How does all of this impact Bitcoin?
[51:59] What is the path out of this?
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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