Show overview
The Hurdle Rate Podcast launched in 2025 and has put out 57 episodes in the time since. That works out to roughly 50 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run thirty-five to sixty minutes — most land between 50 min and 58 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 1 weeks ago, with 16 episodes already out so far this year. The busiest year was 2025, with 41 episodes published. Published by thehurdleratepod.
From the publisher
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!
Latest Episodes
View all 57 episodesEpisode 57: The Answer Is Trillions
Episode 56: The User Experience
Episode 55: A Structural Shift
Ep 54Episode 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 Rate [00:40:45] Moderate Duration
Ep 53Episode 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 [00:01:45] US Debt Crisis [00:17:37] AI Disruption in The Startup Economy [00:30:58] Debasement & Portfolio Construction [00:44:34] Which Type of Non-Bitcoin Company Would Even Be Attractive Now?
Ep 52Episode 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 [00:01:10] The Latest News from Strategy [00:14:00] Private Credit Liquidity Issues [00:32:23] The Correlation Between Private Credit and Public Credit Markets
Ep 51Episode 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] Strive ASST & SATA Update [00:49:14] Strategy’s Latest Buy
Ep 50Episode 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 [00:03:20] Strategy’s Latest [00:12:55] 20 Millionth Bitcoin is Mined [00:37:15] The Speed at Which AI is Advancing
Ep 49Episode 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 [00:02:00] Bitcoin as Digital Freedom Money Amid Global Uncertainty [00:20:30] Strategy World Recap [00:27:55] STRC as The Hurdle Rate? [00:39:20] Traditional Finance at Strategy World [00:50:40] The Liquidity Component [01:05:50] Closing Thoughts
Ep 48Episode 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] Reflections on Bitcoin Investor Week & Matt’s Cardone Debate [00:10:28] Amplification in a Bear Market [00:22:04] The True Risk Profile of Digital Credit Instruments [00:37:00] Private Credit, Compounding GDP, and Government Spending [00:45:35] AI Disruption and the K Shaped Economy
S1 Ep 47Episode 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 Investor Week in NYC [00:09:50] Bull vs Bear Markets [00:28:00] Is the Bottom In? [00:41:40] Strategy’s Earnings Call
Ep 46Episode 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 Warsh Named Fed Chair [00:24:38] Clawdbots & Moltbook [00:32:10] The Pref Only Model & Digital Risk [00:44:05] Bitcoin as a Term Asset & What a Supercycle Means
Ep 45Episode 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] Does the Preferred Equity Present a Systemic Risk to Bitcoin? [00:21:42] Strive + Semler: The First M&A Transaction in Bitcoin Treasuries [00:33:30] IBIT Bitcoin Covered Call ETF [00:41:51] Gold & Silver Price Action [00:47:30] What is Japan Saying to the World Right Now? [00:58:54] Bitcoin in an Action-Packed 2026
Ep 44Episode 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] Strategy’s Latest [00:11:55] Credit Spreads Hit All Time Tights [00:30:06] Coinbase Pulls Out of Clarity Act [00:43:54] Matt Cole Corners the Bitcoin Treasury Podcast Industrial Complex
Ep 43Episode 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 [00:02:55] Strategy’s $1.25 Billion Orange Buy [00:15:56] Michael Saylor on What Bitcoin Did [00:39:58] Jerome Powell in Hot Water and Disenchantment with the Fed [00:49:30] Trump Caps Credit Card Interest [00:56:03] Strive Semler Merger
Ep 42Episode 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 Rate 0:55 - Strategy Gears Up for Massive 2026 12:10 - Looking Back at 2025: Year Zero in Digital Credit 30:12 - Capital Allocation and Pension Funds 50:18 - 2026 Outlook
Ep 41Episode 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] Reflections on 2025 [00:08:14] The Bitcoin Era [00:18:12] Amplification and the Power of Compounding [00:30:30] Do You Beat The Hurdle Rate of Bitcoin? [00:53:04] Tim’s Review of Bitcoin Treasuries Big Year
Ep 40Episode 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 Latest on Bitcoin [00:10:18] A Decade-Long Supercycle? [00:19:47] OCC Greenlights Crypto Bank Charters [00:26:14] Valuations [00:34:48] Quantum Risks? [00:40:15] MSTR Staying in Nasdaq 100 [00:43:57] Final Thoughts
Ep 39Episode 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] Bitcoin MENA [00:22:53] Bitcoin As The Hurdle Rate [00:37:27] Closing Thoughts
Ep 38Episode 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 [00:00:40] The Incentives Are Aligned [00:10:50] MSTR’s Green Dots & USD Reserve [00:46:16] STRC Dividend Rate Hike