Welcome Back to The Hurdle Rate.Episode 55: A Structural ShiftThe crew is back this week discussing Digital Credit’s big month and what it signals for markets. They then explore capital flows, before rethinking credit in today’s environment and wrapping with a discussion on the end of the 60/40 portfolio. Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman.0:30 - Welcome Back to The Hurdle Rate2:00 - Digital Credit’s Big Month18:35 - Capital Flows27:20 - Rethinking Credit43
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