The Hurdle Rate Podcast
thehurdleratepod
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!
Is Bitcoin your hurdle rate?
New episodes every Wednesday!
Episodes
Mentioned books
7 snips
Nov 10, 2026 • 60min
Why Your Savings Keep Shrinking | Ep. 81
Markets whipsaw as AI fundraising hits records and investor confusion deepens. The discussion explores Bitcoin’s bullish signal against gold, escaping the fiat mindset, and how Paraguay’s bank run exposes monetary fragility. It also examines Bitcoin’s potential S-curve, digital credit versus traditional indexes, the Thanksgiving pitch for SATA and SATS, and a framework for measuring Bitcoin yield.
17 snips
Nov 3, 2026 • 53min
Debt Crisis Is Accelerating | The Hurdle Rate Podcast | Ep. 80
A $6 billion Binance hack sets the stage for a wider discussion of crypto resilience, triple-C credit stress, and the growing sovereign debt crisis. The conversation examines whether digital credit can outperform junk debt, what Fannie Mae preferreds reveal about dividend underwriting, and why mNAV metrics fail Bitcoin treasury companies. It closes with ATM financing and ASST as perpetual Bitcoin leverage.
14 snips
Oct 27, 2026 • 1h 2min
Biggest Bitcoin Buy | The Hurdle Rate Podcast | Ep. 79
Joe Burnett, a Bitcoin mining and monetary economics analyst, and Adam Livingston, a macro commentator focused on digital credit and valuation, join the discussion. Topics include Strive’s record 6,182 BTC purchase, its 43,000-BTC milestone, and the SATS ATM. They unpack SpaceX’s $40 billion GPU financing deal, Bitcoin-backed credit, AI’s next moat, future retirement income, and mispriced balance-sheet risk.
17 snips
Oct 20, 2026 • 1h 12min
Bitcoin Fell, We Grew 6x | The Hurdle Rate Podcast | Ep. 78
Adam Livingston, Strive’s investment analysis specialist, and Joe Burnett, a Bitcoin treasury and digital credit analyst, join the discussion. They unpack Strive’s first year as a public company and its sixfold Bitcoin growth during a bear market. Topics include the $700 million SATS IPO, the Bitcoin amplification engine, fixed-rate preferred equity, institutional concerns, the digital credit bubble, and Strive’s 18-month dividend reserve.
20 snips
Oct 6, 2026 • 1h 2min
Bitcoin Is Cheap. Amplify Now. | The Hurdle Rate Podcast | Ep. 77
Adam Livingston, a Bitcoin analyst and educator focused on markets, monetary economics, and amplified exposure, joins a wide-ranging discussion. Topics include Strive’s 99% Q3 return, its $500 million repurchase facility, and plans to surpass 60% amplification. The conversation explores Bitcoin’s upside, productive capital, U.S. market advantages, treasury-company innovation, and why digital credit is not “paper gold.”
12 snips
Sep 29, 2026 • 28min
All In On Bitcoin | The Hurdle Rate Podcast LIVE | Ep. 76
Recorded live at the Bitcoin Treasuries Conference, the discussion revisits Strive’s Semler acquisition and the scale it created. The panel explores daily dividends, Strategy’s response, Bitcoin amplification, and the push for total returns over risk metrics. They also look ahead to Bitcoin-backed financial infrastructure, productive treasury strategies, and the future of balance-sheet companies.
Sep 22, 2026 • 55min
Growing Trust Grows Liquidity | The Hurdle Rate Podcast | Ep. 75
Strive’s latest Bitcoin purchase sets the stage for a lively discussion on Bitcoin’s breakout, short-term volatility, and the patience required to capture major moves. The conversation explores digital credit, liquidity as a measure of trust, and lessons from Michael Saylor and Warren Buffett on building balance-sheet companies. It closes with affordability challenges and Bitcoin’s place in a changing American dream.
18 snips
Sep 15, 2026 • 1h 7min
Podcasters Per Share | The Hurdle Rate Podcast | Ep. 74
Adam Livingston, Bitcoin analyst and investor turned Strive VP of Investments, joins a lively discussion on Bitcoin treasury strategies, trust in capital markets, and the Clarity Act. The conversation explores whether AI doomerism is really IPO-era moat building, the ten-year yield nearing 5%, and what a Bitcoin flush could mean. Plus, Strive’s latest Bitcoin purchases, STRC’s recovery, and Strategy’s buyback.
20 snips
Sep 8, 2026 • 1h 3min
The Billion Dollar Wall | The Hurdle Rate Podcast | Ep. 73
SATA nears $1 billion as Strive expands its Bitcoin strategy and Strategy doubles its STRC repurchase facility. The discussion explores perpetual preferreds, capital-markets execution, competition in the digital gold rush, and executive pay tied to shareholder outcomes. It closes with the risks of a 7% 10-year Treasury yield, market intervention, volatility, and private credit exposure in insurance.
17 snips
Sep 1, 2026 • 1h 3min
Building on Digital Credit | The Hurdle Rate Podcast | Ep. 72
Bitcoin’s comeback takes center stage, with fresh buying from Strategy and Strive’s rapidly expanding treasury. The discussion explores Bitcoin-backed lending, digital credit, and why Asian markets are moving faster than the US. It also tackles STRC’s discount, MSCI’s proposed index exclusions, fiscal dominance, rising long-term yields, and a macro backdrop unlike anything Bitcoin has faced before.
