Shows / The Hurdle Rate Podcast
The Hurdle Rate Podcast
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!
Episodes
- The Hurdle Rate Podcast
Digital Credit Is The Product | The Hurdle Rate Podcast | Ep. 70
In this week’s Hurdle Rate, the crew reacts to Strategy’s latest investor Q&A and breaks down why the company is prioritizing STRC, building cash reserves, and…
- The Hurdle Rate Podcast
What's New With Strive? | The Hurdle Rate Podcast | Ep. 69
In this week’s Hurdle Rate, the crew breaks down Strive’s Q2 results, including a 23.9% Bitcoin yield and how the company’s incentive structure supports its…
- The Hurdle Rate Podcast
Look For The Helpers | The Hurdle Rate Podcast | Ep. 68
In this week's Hurdle Rate, the crew breaks down the Coldcard self custody exploit and how the Bitcoin community responded to it, before turning to what the…
- The Hurdle Rate Podcast
We’re Playing For Trillions | The Hurdle Rate Podcast | Ep. 67
Episode 67: We’re Playing For Trillions In this week’s Hurdle Rate, the crew breaks down Strategy’s Q2 2026 earnings call and its focus on returning STRC to…
- The Hurdle Rate Podcast
Episode 66: Social Investing
In this week’s Hurdle Rate, the crew breaks down the slow summer market and strategy's focus on building up its balance sheet to improve credit quality. We…
- The Hurdle Rate Podcast
Episode 65: Shifting Institutional
Shifting Institutional | The Hurdle Rate Podcast | Ep. 65 In this week’s Hurdle Rate, the crew opens with updates from Strategy, Strive, and the digital credit…
- The Hurdle Rate Podcast
Episode 64: Building The Track Record
Episode 64: Building The Track Record In this week’s Hurdle Rate, the crew breaks down Strategy’s sale of Bitcoin to fund dividend payments and why the…
- The Hurdle Rate Podcast
Episode 63: The Digital Credit Capital Framework
Episode 63: The Digital Credit Capital Framework In this week's Hurdle Rate, the crew opens with the latest on digital credit volatility and the broader market…
- The Hurdle Rate Podcast
Episode 62: Digital Credit Weakness
Episode 62: Digital Credit Weakness Full episodes: https://tnorth.com/hurdle-rate/ In this week's Hurdle Rate, the crew breaks down the mechanics of volatility…
- The Hurdle Rate Podcast
Episode 61: What’s Your Time Preference?
In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing Bitcoin holdings, before turning to…
- The Hurdle Rate Podcast
Episode 60: The Math of Amplification
Episode 60: The Math of Amplification In this week's Hurdle Rate, the crew breaks down the latest corporate Bitcoin market activity and Strive's growing…
- The Hurdle Rate Podcast
Episode 59: Scale Like Crazy
Episode 59: Scale Like Crazy 0:00 - Welcome Back to The Hurdle Rate 1:08 - Jeff’s Podcast Circuit & Strategy Retires Debt 21:27 - Strive’s Big Week 32:42 -…
- The Hurdle Rate Podcast
Episode 58: Exponential Innovation
Episode 58: Exponential Innovation 0:00 - Welcome Back to The Hurdle Rate 1:30 - Strive: The Daily Dividend Company 5:32 - Ringing The Opening Bell at Nasdaq…
- The Hurdle Rate Podcast
Episode 57: The Answer Is Trillions
Episode 57: The Answer Is Trillions All episodes live here: https://tnorth.com/shows/hurdle-rate/ 0:00 - Welcome Back to The Hurdle Rate 3:02 - MSTR Earnings…
- The Hurdle Rate Podcast
Episode 56: The User Experience
Episode 56: The User Experience All episodes live here: https://tnorth.com/shows/hurdle-rate/ 0:00 - Welcome Back to The Hurdle Rate 2:20 - Strategy Flips…
- The Hurdle Rate Podcast
Episode 55: A Structural Shift
Episode 55: A Structural Shift [00:00:00] Welcome Back to The Hurdle Rate [00:01:30] Digital Credit’s Big Month [00:18:05] Capital Flows [00:26:50] Rethinking…
- The Hurdle Rate Podcast
Episode 54: The Management of The Treasury
Episode 54: The Management of The Treasury [00:00:00] Welcome Back to The Hurdle Rate [00:01:55] The Accumulation Phase [00:21:00] Digital Credit as The Hurdle…
- The Hurdle Rate Podcast
Episode 53 - Bitcoin, AI and The New QE
Episode 53 - Bitcoin, AI and The New QE Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 52 - An Increasingly Digital World
Episode 52 - An Increasingly Digital World Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 51 - A Digital Credit Treasury
Episode 51 - A Digital Credit Treasury Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:36]…
- The Hurdle Rate Podcast
Episode 50 - Some Pretty Good Money Printing
Episode 50 - Some Pretty Good Money Printing Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 49 - Digital Credit is for Corporations
Episode 49 - Digital Credit is for Corporations Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 48 - Bullish Digital Credit
Episode 48 - Bullish Digital Credit Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:51]…
- The Hurdle Rate Podcast
Episode 47 - A Time To Build
Episode 47 - A Time To Build Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:50] Bitcoin…
- The Hurdle Rate Podcast
Episode 46 - Build The Structure
Episode 46 - Build The Structure Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:05] Kevin…
- The Hurdle Rate Podcast
Episode 45 - Preferred Equity Demand
Episode 45 - Preferred Equity Demand Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:40]…
- The Hurdle Rate Podcast
Episode 44 - Digital Credit Clarity
Episode 44 - Digital Credit Clarity Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:56]…
- The Hurdle Rate Podcast
Episode 43 - The Best Message Is Digital Credit
Episode 43 - The Best Message Is Digital Credit Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 42 - Pensions, Private Equity & Digital Credit
Episode 42 - Pensions, Private Equity & Digital Credit Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com 0:00 - Welcome Back to The Hurdle…
- The Hurdle Rate Podcast
Episode 41 - Structurally Bullish
Episode 41 - Structurally Bullish Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:21]…
- The Hurdle Rate Podcast
Episode 40 - Set Up For A Supercycle
Episode 40 - Set Up For A Supercycle Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:02:08]…
- The Hurdle Rate Podcast
Episode 39 - The Hurdle Rate Is High
Episode 39 - The Hurdle Rate Is High Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:30] Welcome Back to The Hurdle Rate [00:01:30]…
- The Hurdle Rate Podcast
Episode 38 - The Incentives Are Aligned
Episode 38 - The Incentives Are Aligned Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 37 - Meet Them Where They're At
Episode 37 - Meet Them Where They're At Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 36 - Inside the Digital Credit Revolution
Episode 36 - Inside the Digital Credit Revolution Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 35 - Amplified Bitcoin and Digital Credit
Episode 35 - Amplified Bitcoin and Digital Credit Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 34 - The Preferred Strategy is Digital Credit
Episode 34 - The Preferred Strategy is Digital Credit Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle…
- The Hurdle Rate Podcast
Episode 33 - Credit Ratings for Digital Capital
Episode 33 - Credit Ratings for Digital Capital Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 32 - Strategic Risk Taking
Episode 32 - Strategic Risk Taking Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:34]…
- The Hurdle Rate Podcast
Episode 31 - The Digital Credit Landscape
Episode 31 - The Digital Credit Landscape Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 30 - Focus on the Future
Episode 30 - Focus on the Future Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:20] Ben…
- The Hurdle Rate Podcast
Episode 29 - Bitcoin Supercycle
Episode 29 - Bitcoin Supercycle Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:24]…
- The Hurdle Rate Podcast
Episode 28 - The M&A Era has Begun
Episode 28 - The M&A Era has Begun Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:15]…
- The Hurdle Rate Podcast
Episode 27 - The Starting Line
Episode 27 - The Starting Line Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:32] Strive…
- The Hurdle Rate Podcast
Episode 26 - Zoom Out. We're Early.
Episode 26 - Zoom Out. We're Early. Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:40] No…
- The Hurdle Rate Podcast
Episode 25 - Will Travel for Bitcoin
Episode 25 - Will Travel for Bitcoin Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:23]…
- The Hurdle Rate Podcast
Episode 24 - Fed Signals and Equity Stakes
Episode 24 - Fed Signals and Equity Stakes Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 23 - Noise in the Market
Episode 23 - Noise in the Market Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:00:30]…
- The Hurdle Rate Podcast
Episode 22 - Commodity, Security, Token
Episode 22 - Commodity, Security, Token Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back
Episode 21 - The Intelligent Leverage Trade: Winter Isn't Coming Back Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome…
- The Hurdle Rate Podcast
Episode 20 - Convert to IPO
Episode 20 - Convert to IPO Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] Welcome Back to The Hurdle Rate [00:01:15] STRC IPO…
- The Hurdle Rate Podcast
Episode 19 - A Huge Wave of Capital isn't a STRC
Episode 19 - A Huge Wave of Capital isn't a STRC Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] - Welcome Back to The Hurdle…
- The Hurdle Rate Podcast
Episode 18 - Transparency is Not Priced In
Episode 18 - Transparency is Not Priced In Thank you to our sponsor, Swan Bitcoin. [00:00:00] Welcome Back to The Hurdle Rate [00:01:47] Strategy’s Latest Buy…
- The Hurdle Rate Podcast
Episode 17 - Strategy hits their STRD
Episode 17 - Strategy hits their STRD Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00:00] - Welcome Back to The Hurdle Rate…
- The Hurdle Rate Podcast
Episode 16 - Dividend Drip
Episode 16 - Dividend Drip Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00] Welcome Back to The Hurdle Rate [00:21] The Dividend Drip…
- The Hurdle Rate Podcast
Episode 15 - Billions in Bitcoin Treasuries
Episode 15 - Billions in Bitcoin Treasuries Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00] Welcome Back to The Hurdle Rate [01:16]…
- The Hurdle Rate Podcast
Episode 14 - The World's Evolving
Episode 14 - The World's Evolving Thank you to our sponsor, Swan Bitcoin. We buy Bitcoin at Swan.com [00:00] Welcome Back to The Hurdle Rate [00:30] Altcoin…
- The Hurdle Rate Podcast
Episode 13 - Building for Decades
Episode 13 - Building for Decades [00:00] Welcome Back to The Hurdle Rate [01:29] What’s Going On with American Politics? [14:46] Bitcoin Treasury Companies as…
- The Hurdle Rate Podcast
Episode 12 - Upgrade with Junk Grade
Episode 12 - Upgrade with Junk Grade [00:00] - Welcome Back to The Hurdle Rate [00:20] - STRD Announcement Reaction [29:40] - Has Bitcoin Peaked for this…