

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

15 snips
Jul 8, 2025 • 39min
Episode 17 - Strategy hits their STRD
A new vice president of Bitcoin strategy at Strive brings fresh insights to the evolving role of authenticity and community in finance. The discussion dives into Bitcoin treasury management, highlighting innovative strategies for enhancing shareholder value. Also explored are the emerging trends in preferred equity instruments and their impact on market resilience. The podcast emphasizes the need for companies to adapt their business models in the face of changing market conditions and the growing interest in Bitcoin as a treasury asset.

18 snips
Jul 1, 2025 • 52min
Episode 16 - Dividend Drip
Dive into the fascinating world of dividend reinvestment and its impact on market dynamics. Discover how preferred securities outperform corporate bonds and the surge in valuations due to new capital. Bitcoin's role in corporate finance also steals the spotlight, highlighting its long-term potential as an inflation hedge. Explore the complexities of risk in fixed income investments and the challenges posed by the dynamic cryptocurrency market. Finally, unpack the currency conundrum affecting younger generations and the real estate landscape.

13 snips
Jun 24, 2025 • 55min
Episode 15 - Billions in Bitcoin Treasuries
The podcast dives into the exciting world of Bitcoin treasuries, highlighting recent capital raises and strategies by companies in the sector. Insights from a Bitcoin event in Prague showcase growing global interest, contrasting European dynamics with those in Las Vegas. Discussions around institutional investments reveal a potential shift in market trends, emphasizing long-term strategies. Recent fundraising successes and ETF inflows underscore evolving opportunities, while the importance of aggressive communication in investor relations reflects a changing digital landscape.

8 snips
Jun 17, 2025 • 51min
Episode 14 - The World's Evolving
Delve into the shifting landscape of the cryptocurrency market, with a focus on Bitcoin's dominance and treasury strategies. Discover the complexities of valuing Bitcoin amidst a declining U.S. dollar and the need for a patient investment approach. The conversation also explores the risks and rewards of short-selling in a bullish market, alongside a historical perspective on Bitcoin's role in preserving wealth. Finally, witness how Bitcoin has shown remarkable resilience during global tensions, reshaping investor sentiment in uncertain times.

18 snips
Jun 10, 2025 • 55min
Episode 13 - Building for Decades
The podcast delves into the shifting landscape of American politics and its implications for the financial sector. It explores innovative Bitcoin financial products and their role in enhancing investment strategies. The hosts discuss the ongoing debt crisis, the impact of AI on society, and the potential of Bitcoin as a strategic reserve. They also examine the complexities of integrating Bitcoin with traditional investment mandates and the intricacies of fixed income benchmarks amidst market volatility.

12 snips
Jun 3, 2025 • 48min
Episode 12 - Upgrade with Junk Grade
Dive into the innovative world of investment with discussions on the newly introduced STRD preferred stock and its advantages over traditional securities. Explore whether Bitcoin has peaked in its current cycle and what interest rates should look like. Discover James Wynn's fascinating journey through the financial landscape. The podcast also highlights the dynamic roles of retail versus institutional investors and the transformative power of Bitcoin as collateral in modern finance.

8 snips
May 30, 2025 • 42min
Episode 11 - People Are Dancing
The podcast dives into GameStop's bold move into Bitcoin and the public's mixed reactions, emphasizing transparency in crypto investments. Highlights from a Las Vegas conference reveal vibrant networking and innovative investment strategies centered on Bitcoin. Discussion includes the evolving role of Bitcoin in financial markets and the strategic management of Bitcoin treasuries for long-term gains. The hosts advocate for community engagement and education in cryptocurrency, inspiring newcomers to seize opportunities in this dynamic landscape.

May 20, 2025 • 58min
Episode 10 - Have Bitcoin, Get Money
The podcast dives into MSTR's significant Bitcoin acquisition and its implications for investor sentiment. Jamie Dimon's thoughts on Bitcoin spark a discussion on the clash between banking and decentralized finance. Recent US debt downgrades highlight Bitcoin's potential as a refuge during economic uncertainty. The unpredictable nature of Bitcoin prices is explored alongside the impact of major corporations on market dynamics. Lastly, the conversation touches on the role of class action lawsuits in asset management and how they shape decision-making in finance.

May 13, 2025 • 51min
Episode 9 - A Movement Has Started
The discussion kicks off with a humorous twist on NYC's weather, quickly pivoting to the latest shifts in Bitcoin treasury strategies. Retail investors are evolving, outsmarting institutions with savvy plays. The podcast emphasizes the need for authenticity in corporate communications, advocating for unscripted dialogue. It reveals how innovative financial approaches can revitalize stagnant companies. Lastly, exciting trends in Bitcoin investment strategies are explored, highlighting a transformative moment in the cryptocurrency landscape.

11 snips
May 8, 2025 • 34min
Episode 8 - Strategy World Recap: A Revolution Ignited
Discover the buzz from a recent Bitcoin conference, where enthusiasm for digital finance permeated the air. The discussion reveals how artificial intelligence is innovating fixed income products and reshaping the market. Hear insights on the collaboration among Bitcoin treasury companies, moving towards a more cooperative landscape. Personal stories of authenticity highlight the community spirit, while bold strategies encourage risk-taking in a blossoming crypto environment. Experience the camaraderie that fuels this transformative journey in finance.


