Episode 63: The Digital Credit Capital Framework
About this episode
The episode discusses the digital credit capital framework and its implications in the current market environment.
Episode 63: The Digital Credit Capital FrameworkIn this week's Hurdle Rate, the crew opens with the latest on digital credit volatility and the broader market backdrop, before digging into Strategy's capital framework and how management is navigating stress in the system. The conversation turns to institutional behavior, the realities of managing a cash balance sheet, and the dynamics of leverage and short interest within digital credit. We unpack high yield investing perspectives, what resilience and company DNA actually look like in this market, and the specific investor protections built into SATA. We close with reflections on what it takes to build durable structures in the digital credit era.
More episodes of The Hurdle Rate Podcast
- Episode 66: Social Investing
- Episode 65: Shifting Institutional
- Episode 64: Building The Track Record
- Episode 62: Digital Credit Weakness
- Episode 61: What’s Your Time Preference?
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