Episode 55: A Structural Shift

About this episode

This episode discusses significant changes in digital credit and investment strategies, including the implications for the traditional 60/40 portfolio.

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 Credit[00:42:37] The End of the 60/40 Portfolio

Topics covered

• Digital Credit
• Capital Flows
• Rethinking Credit
• 60/40 Portfolio

More episodes of The Hurdle Rate Podcast

• Episode 60: The Math of Amplification · June 2, 2026 · 51 min
• Episode 59: Scale Like Crazy · May 27, 2026 · 48 min
• Episode 58: Exponential Innovation · May 19, 2026 · 55 min
• Episode 57: The Answer Is Trillions · May 6, 2026 · 55 min
• Episode 56: The User Experience · April 21, 2026 · 54 min
• Episode 54: The Management of The Treasury · April 7, 2026 · 52 min