Dan Morehead, Pantera Capital Management - Satoshi Created Bitcoin As A Result Of The 2008 Global Financial Crisis And It’s Really Coming Into It’s Own Now | #314

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 24 May 2021

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 314, we welcome our guest, Dan Morehead, Co-founder and Chief Investment Officer of Pantera Capital Management, the first institutional asset manager to invest exclusively in blockchain technology and digital assets. In today’s episode, we’re diving into how this Tiger Cub turned his attention to crypto and blockchain. We start with Dan’s background, spending time in Japan after the bubble burst and later at Tiger Management under legendary Julian Robertson. Then we hear about starting Pantera Capital and shortly after solely focusing on Bitcoin and digital assets. He shares what originally caught his interest in crypto, the different ways to value Bitcoin, how to size it and other digital assets in your portfolio, and what he believes this biggest risks are. Please enjoy this episode with Pantera Capital Management’s Dan Morehead. ----- This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information: bitwiseinvestments.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey everybody, we have an incredible show for you today. Our guest is the co-founder and
0:44.3	chief investment officer of Pantera Capital Management, the first institutional
0:48.5	asset manager to invest exclusively in blockchain technology and digital assets.
0:54.4	In today's show, we're diving into how this macro tiger cub turned his attention to
0:58.8	crypto and blockchain.
1:00.4	We start with his background beginning his career in Japan and after their bubble bursts later joined Tiger Management under the legendary Julian Robertson.
1:08.0	They were here about him starting Pantera Capital and shortly after solely focusing on Bitcoin and digital assets.
1:15.1	He shares what originally caught his interest in crypto the different ways to
1:18.9	value Bitcoin, how to size it and other digital assets in your portfolio and what he believes the biggest
1:24.8	risks are.
1:26.8	This episode is brought to you by 10 East.
1:29.4	Long time listeners know I've invested in private markets quite a bit myself, but with access to these markets
1:34.7	broadening it can be hard to know where to find vetted high quality offerings.
	...

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