Insights from recent episode analysis
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Podcast Focus
Publishing Consistency
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 6 chart positions in 6 markets.
By chart position
- 🇨🇦CA · Investing#1625K to 30K
- 🇸🇪SE · Investing#1991K to 10K
- 🇨🇴CO · Investing#513K to 10K
- 🇸🇦SA · Investing#873K to 10K
- 🇹🇭TH · Investing#127500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
3.9K to 20K🎙 Daily cadence·55 episodes·Last published 5d ago - Monthly Reach
Unique listeners across all episodes (30 days)
13K to 66K🇨🇦45%🇸🇪15%🇨🇴15%+3 more - Active Followers
Loyal subscribers who consistently listen
5.2K to 26K
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Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 14 epsHosts
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Recent episodes
Episode 62: Digital Credit Weakness
Jun 22, 2026
53m 45s
Episode 61: What’s Your Time Preference?
Jun 16, 2026
52m 47s
Episode 60: The Math of Amplification
Jun 2, 2026
50m 39s
Episode 59: Scale Like Crazy
May 27, 2026
47m 33s
Episode 58: Exponential Innovation
May 19, 2026
54m 47s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/22/26 | Episode 62: Digital Credit Weakness | Episode 62: Digital Credit WeaknessFull episodes: https://tnorth.com/hurdle-rate/In this week's Hurdle Rate, the crew breaks down the mechanics of volatility and liquidation events, before turning to shifting investor behavior and how markets react to sudden liquidations. We dig into how digital credit stacks up against traditional financial instruments, the innovations shaping the future of the lending landscape, and what it takes for protocols to remain resilient in brutal bear markets. We close with a deeper look at the Federal Reserve, the opinions surrounding Kevin Warsh, and why navigating economic uncertainty requires a unique strategy for the anticipated super cycle ahead.Here’s the latest with Tim Kotzman, Matt Cole, Jeff Walton, and Ben Werkman.00:00 - Welcome To The Hurdle Rate06:24 - Analyzing Volatility and Liquidation Events11:28 - Understanding Market Reactions and Investor Behavior17:23 - Comparing Digital Credit to Traditional Financial Instruments22:11 - The Future of Digital Credit and Market Innovations30:52 - Resilience in Bear Markets36:07 - Opinions on Kevin Warsh and the Fed41:48 - Navigating Economic Uncertainty51:53 - Optimism for a Super Cycle | 53m 45s | ||||||
| 6/16/26 | 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 Strategy's Bitcoin sale and what the balance sheet math actually reveals about risk and permanent impairment. We dig into historical bear market scenarios, how to manage amplification ratios, and the product management and demand dynamics shaping the treasury company landscape. We close with a deeper look at what digital credit actually is, and why it matters for the road ahead.Full episodes: https://tnorth.com/hurdle-rateTimestamps00:00 Welcome to the Hurdle Rate Podcast01:44 Market Acceleration and USD Reserves06:04 Holistic Capital Structure Strategy12:20 Designing Long-Term Capital Vehicles17:21 Analyzing Recent Bitcoin Flows18:11 SpaceX IPO and Major Capital Events29:18 Bitcoin on Institutional Balance Sheets36:51 Takeaways from Bitcoin Prague41:20 Onboarding New Investors via Digital Credit | 52m 47s | ||||||
| 6/2/26 | Episode 60: The Math of Amplification✨ | corporate Bitcoin market activityBitcoin holdings+3 | — | BitcoinStrive+2 | — | Bitcoincorporate finance+4 | — | 50m 39s | |
| 5/27/26 | Episode 59: Scale Like Crazy✨ | scaling strategiesdebt management+3 | — | StriveThe Fed | — | scalingdebt+5 | — | 47m 33s | |
| 5/19/26 | Episode 58: Exponential Innovation✨ | exponential innovationdebt management+3 | — | StriveNasdaq+1 | — | exponential innovationStrive+3 | — | 54m 47s | |
| 5/6/26 | Episode 57: The Answer Is Trillions✨ | Earnings Call ReactionDigital Credit+3 | — | MSTRFDIC | Monetary Risk | MSTREarnings Call+5 | — | 54m 44s | |
| 4/21/26 | Episode 56: The User Experience✨ | User ExperienceBlackRock+4 | — | AI ToolsBlackRock+2 | — | — | — | 53m 44s | |
| 4/14/26 | Episode 55: A Structural Shift✨ | Digital CreditCapital Flows+2 | — | — | — | — | — | 50m 29s | |
| 4/7/26 | Episode 54: The Management of The Treasury✨ | Treasury managementDigital credit+1 | — | The Management of The Treasury | — | accumulation phasedigital credit+1 | — | 51m 39s | |
| 3/31/26 | Episode 53 - Bitcoin, AI and The New QE✨ | BitcoinAI+3 | — | Bitcoin | US | — | Swan Bitcoin | 58m 57s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 3/24/26 | Episode 52 - An Increasingly Digital World✨ | digital worldBitcoin+2 | — | BitcoinAn Increasingly Digital World | — | Swan BitcoinSwan.com | Swan Bitcoin | 52m 37s | |
| 3/17/26 | Episode 51 - A Digital Credit Treasury✨ | Digital CreditBitcoin+1 | — | BitcoinStrategy | — | Swan BitcoinASST+1 | Swan Bitcoin | 59m 16s | |
| 3/10/26 | Episode 50 - Some Pretty Good Money Printing✨ | money printingBitcoin+1 | — | Bitcoin | — | Bitcoin miningeconomic strategy | Swan Bitcoin | 59m 16s | |
| 3/2/26 | Episode 49 - Digital Credit is for Corporations✨ | Digital CreditBitcoin+2 | — | BitcoinSwan.com+1 | — | corporationsfinance+1 | Swan Bitcoin | 1h 09m 17s | |
| 2/18/26 | Episode 48 - Bullish Digital Credit✨ | BitcoinDigital Credit+3 | — | Bitcoin | — | BullishBear Market+3 | Swan Bitcoin | 53m 39s | |
| 2/10/26 | Episode 47 - A Time To Build✨ | BitcoinBull vs Bear Markets+1 | — | Bitcoin | NYC | Bitcoin Investor WeekEarnings Call+1 | Swan Bitcoin | 48m 42s | |
| 2/3/26 | 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 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 | 48m 59s | ||||||
| 1/28/26 | 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] 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 | 1h 04m 38s | ||||||
| 1/20/26 | 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] 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 | 56m 51s | ||||||
| 1/13/26 | 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 [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 | 1h 02m 16s | ||||||
| 1/6/26 | 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 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 | 1h 01m 52s | ||||||
| 12/23/25 | 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] 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 | 59m 08s | ||||||
| 12/16/25 | 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 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 | 45m 58s | ||||||
| 12/9/25 | 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] Bitcoin MENA [00:22:53] Bitcoin As The Hurdle Rate [00:37:27] Closing Thoughts | 40m 55s | ||||||
| 12/2/25 | 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 [00:00:40] The Incentives Are Aligned [00:10:50] MSTR’s Green Dots & USD Reserve [00:46:16] STRC Dividend Rate Hike | 57m 48s | ||||||
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Chart Positions
6 placements across 6 markets.
Chart Positions
6 placements across 6 markets.