Welcome Back to The Hurdle Rate.Episode 54: The Management of The TreasuryThe crew is back this week discussing the accumulation phase and what it means. They then explore the concept of Digital Credit as the new Hurdle Rate, before diving into how to think about positioning and duration in this environment. Here's the latest with @TimKotzman, @IIICapital , @PunterJeff, and @Werkman.0:00 - Welcome Back to The Hurdle Rate1:55 - The Accumulation Phase21:00 - Digital Credit as The Hurdle Rate40:45
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