About This Episode
The crew is back this week discussing the growing risks around the US debt crisis and what it could mean for markets. They then explore how AI is rapidly disrupting the startup economy, before diving into debasement and how to think about portfolio construction in this environment. Finally, they debate what types of non-Bitcoin companies could still be attractive going forward. Here’s the latest with Tim Kotzman, Joe Burnett, Jeff Walton, and Ben Werkman. Time Stamps: 0:30 - Welcome Back to The Hurdle Rate 2:15 - US Debt Crisis 18:07 - AI Disruption in The Startup Economy 31:28 - Debasement & Portfolio Construction 45:04 - Which Type of Non-Bitcoin Company Would Even Be Attractive Now?