Long‑Term Institutional Capital Matters

Episode 33 - Credit Ratings for Digital Capital

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[00:00:00] Welcome Back to The Hurdle Rate

[00:00:30] Strategy Gets a Credit Rating

[00:12:43] How This Will Impact the Insurance Industry

[00:21:50] Interest Coverage Ratio and Industry Credit Ratings

[00:27:23]  What Will It Take for Bitcoin Treasury Companies Credit Ratings to Go Higher?

[00:44:08] Mike Alfred, Big Volumes, and What It All Means

[00:51:18] US China Trade Deal and Other Macro Tailwinds