We are back with Episode 20 of @HurdleRatePod!
The Hurdle Rate Podcast
The Hurdle Rate Podcast29.7.2025
Welcome back to The Hurdle Rate Podcast. Episode 20: Convert to IPO. The crew is back with the latest on the @Strategy $STRC IPO, converts and $MSTR earnings expectations, ATM usage and more. Here's the Hurdle Rate for the week of July 28, 2025 with @PunterJeff, @BenWerkman, @ColeMacro and @TimKotzman. 0:30 - Welcome Back to The Hurdle Rate 1:45 - STRC IPO 13:37 - Converts and MSTR Earnings Expectations 23:08 - No ATM Usage from Strategy 38:00 - US Trade Deal with the EU 44:46 - mNAV Indicator of Store of Value
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