The True Hurdle Rate

Most investors are focused on the wrong number. In this video, I break down the real hurdle rate… the minimum return you need just to stay even in today’s debt-soaked economy. If your portfolio isn’t clearing ~8% a year, you’re quietly falling behind. I’ll walk through which assets have actually outpaced debasement over the last decade, why most traditional portfolios are underperforming, and how I think about positioning in a world where fiat is always losing ground.