An Increasingly Digital World | The Hurdle Rate Podcast Ep.52
In Episode 52 of The Hurdle Rate (week of March 23, 2026), Tim Cottman joins Jeff Walton, Ben Workman, and Matt Cole to discuss Strategy’s new at-the-market programs: $21B for STRC, $21B for MSTR, and a reduction of STRK’s ATM from $21B to $2.1B, signaling “Stretch” as the marquee product alongside balance-sheet building via common equity. The group frames Strategy and Strive’s focus as issuing “digital credit” backed by a strong balance sheet and argues awareness remains low across traditional investors. They also examine private credit gates as a liquidity crisis (not yet a broad default event), potential contagion effects, and links to commercial real estate pressures from post-COVID remote work, while contrasting this with public high yield market behavior and past COVID-era repricing.00:00 Episode kickoff and guests
01:57 Strategy ATM programs update
03:50 Why Stretch is winning
06:27 Digital credit product focus
07:50 Marketing to yield investors
13:31 Explaining digital credit vs Bitcoin
14:30 Private credit gates and liquidity
18:53 Commercial real estate pressure
24:33 Office values and perfect storm
26:05 Why digital credit may benefit
27:03 Why Credit Can’t Buy Bitcoin
28:15 Digital Credit Investor Fit
29:20 Commercial Real Estate Shift
32:56 Downgrades and Fallen Angels
38:29 Liquidity Wrappers and Gates
42:22 Is It Liquidity or Credit
46:09 How High Yield ETFs Work
49:32 COVID Crash Explained
52:22 Digital Credit Takeaways
53:08 Swan Private Outro
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