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The Hurdle Rate Podcast

thehurdleratepod
Bitcoin
Digital Credit
STRIVE
Strategy
Federal Reserve
Microstrategy
Investment Strategies
Bitcoin Treasury Companies
Investor Relations
STRC
Swan Private
Artificial Intelligence
Corporate Finance
SATA
Semler Scientific
US Dollar
Financial Markets
Inflation
Capital Markets
Bitcoin Investor Week

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 financi... more

PublishesWeeklyEpisodes74Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Hurdle Rate Podcast

Latest Episodes

This week on The Hurdle Rate: Adam Livingston joins Strive as VP of Investments, Strategy buys back $139 million of STRC with stretch back near 99, and Strive adds 469 Bitcoin at an average cost of $77,954 while hitting an all-time high market cap of... more

In this week's Hurdle Rate, the crew discusses SATA hitting $999 million outstanding, Strategy doubling its STRC repurchase facility to $2 billion, and Strive adding another 1,000+ Bitcoin. Ben breaks down the art and science of running the desk and ... more

In this week's Hurdle Rate, the crew unpacks a market that has come roaring back to life, from Strategy returning as a Bitcoin buyer at 0% net leverage to Strive growing its stack 14.4% in two weeks to 23,156 Bitcoin. Jeff brings back lessons from Bi... more

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Recent Guests

Adam Livingston
VP of Investments at Strive
Strive
Episode: Podcasters Per Share | The Hurdle Rate Podcast | Ep. 74
Joe Burnett
Special guest from the Semler team with a background in collaborating on Bitcoin research.
Semler Scientific
Episode: Episode 28 - The M&A Era has Begun
Pierre Richard
Special guest and Bitcoin treasury expert
Episode: Episode 26 - Zoom Out. We're Early.
Avik Roy
Former Wall Street investor and Bitcoin advocate, currently a senior advisor at the Bitcoin Policy Institute and board member of the Texas Bitcoin Foundation.
Bitcoin Policy Institute
Episode: Episode 24 - Fed Signals and Equity Stakes

Hosts

Tim Kotzman
Host of The Hurdle Rate Podcast; frequent speaker on Bitcoin treasury strategies and capital markets.
Tim Cotsman
Host focused on macro trends in crypto-enabled finance and liquidity discussions.
Ben Werkman
Co-host discussing treasury strategy, governance, and product design around digital assets.
Matt Cole
Host contributing to treasury strategy discussions and product governance.
Jeff Walton
Host providing strategic perspectives on digital credit and market structure.

Reviews

4.8 out of 5 stars from 72 ratings
  • Matt and Jeff - why I listen

    Matt and Jeff provide fantastic information. That’s why I listen. Skip the rest.

    Apple Podcasts
    5
    January2017
    United States2 months ago
  • Must Listen

    If you want to invest in bitcoin treasury companies or MSTR.

    Apple Podcasts
    5
    Sambodia2
    United Statesa year ago
  • Great listen!

    Great conversation with really bright guys and moves along quickly!

    Apple Podcasts
    5
    Hawk:1
    United Statesa year ago
  • We’re going to the future, get in

    Let’s gooo! These guys are the best. Pioneers. Love to see my generation taking the reins.

    Apple Podcasts
    5
    jstanksb
    United Statesa year ago
  • Insightful

    Enjoyed the first couple. Keep it up.

    Apple Podcasts
    5
    je crowe
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Engaging and smart with practical insights for investors and treasurers.
Quality guests and strong banter keep complex topics accessible.
Listeners appreciate the depth on strategy and risk logic, not hype.
Clear expertise in Bitcoin-backed finance and governance frameworks.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode 29 - Bitcoin Supercycle
Q: Matt, what do you mean by a Bitcoin supercycle?
A supercycle would look like Bitcoin having less painful corrections with more consistent upward movement, similar to the historical trajectories of established companies like Amazon and Apple.
Episode 14 - The World's Evolving
Q: What do you make of Adam Back's recent posts discussing Bitcoin's price trajectory?
The hosts generally see Adam's insights as a reflection of his strong conviction in Bitcoin and they align similarly without discounting the potential for future price appreciation.

Audience Metrics

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Frequently Asked Questions About The Hurdle Rate Podcast

What is The Hurdle Rate Podcast about and what kind of topics does it cover?

- A forward-looking show that challenges conventional financial narratives around Bitcoin, macroeconomics, and innovative corporate treasury strategies. Episodes frequently explore Bitcoin-backed instruments, digital credit, liquidity moats, and the evolving role of Bitcoin in capital markets, often tying these ideas to real-world corporate balance sheets and investor protections. The crew uses practical frameworks, governance topics, and anecdotes from travels to discuss how to amplify Bitcoin exposure while managing risk and short interest. The format leans into multi-host roundtables, thoughtful analogies, and a governance/structure-first lens that appeals to finance professionals, investors, and corporate treasurers seeking non-traditio... more

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Which podcasts are similar to The Hurdle Rate Podcast?

These podcasts share a similar audience with The Hurdle Rate Podcast:

1. Coin Stories with Natalie Brunell
2. What Bitcoin Did
3. TFTC: A Bitcoin Podcast
4. THE Bitcoin Podcast
5. Swan Signal Live - A Bitcoin Show

How many episodes of The Hurdle Rate Podcast are there?

The Hurdle Rate Podcast launched a year ago and published 74 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Hurdle Rate Podcast?

Recent guests on The Hurdle Rate Podcast include:

1. Adam Livingston
2. Joe Burnett
3. Pierre Richard
4. Avik Roy

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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