Observability, Volatility, and Market Data

Episode 48 - Bullish Digital Credit

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:01:51] Reflections on Bitcoin Investor Week & Matt’s Cardone Debate

[00:10:28] Amplification in a Bear Market

[00:22:04] The True Risk Profile of Digital Credit Instruments

[00:37:00] Private Credit, Compounding GDP, and Government Spending

[00:45:35] AI Disruption and the K Shaped Economy