115 - The Stagflation Mega-Trade | Dan Morehead

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-the-stagflation-mega-trade

Dan Morehead is the Founder & CEO of Pantera Capital, a blockchain investment firm that’s up nearly 65,900% since inception. Dan has spent decades successfully managing global macro funds throughout countless cycles.

We’ve said it before and we’ll say it again, macro plus crypto is a deadly combination. These two skills are some of the most important when it comes to navigating the remainder of this decade and beyond. Who better to share their expertise than Dan?

In this episode, Dan peels back the layers of how inflation, the bond bubble, and other important crises became so extreme, how they compare to the late 1970s, what you should do to prepare for the craziness to come, and so much more.

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Topics Covered:

0:00 Intro
6:12 What’s Happening with Inflation
12:10 The Reality of Inflation
14:02 Bond Bubble & Money Printing
24:06 The $15T Bond Overcalculation
35:00 Comparing the 1970s & Today
45:00 How to Survive Stagflation
51:55 Position Yourself Wisely
55:40 Crypto’s Macro Response
1:04:35 Why We’re Decoupling
1:12:30 Is the Bear Market Over?
1:18:22 The Last 10 Years & Why Crypto
1:25:10 Institutional Conversations
1:30:50 Easy Button Portfolio
1:34:44 Dan’s 2022 & Beyond Focuses
1:39:30 Closing & Disclaimers

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Resources:

Dan on Twitter
https://twitter.com/dan_pantera

Pantera Capital
https://panteracapital.com/

Dan’s Letters from Pantera
https://panteracapital.com/blockchain-letter/
https://panteracapital.com/blockchain-letter/the-year-ahead-in-crypto/
https://panteracapital.com/blockchain-letter/the-next-mega-trade/
https://panteracapital.com/blockchain-letter/its-called-the-70s/

Charts
https://panteracapital.com/wp-content/uploads/2022/02/Screen-Shot-2022-02-15-at-5.31.17-PM-1536x862.png
https://imgur.com/ZY4ltqn

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures