VIDEOS

Dan Morehead, CEO & founder of Pantera Capital, joins Real Vision CEO, Raoul Pal, shares how he initially got into Bitcoin in 2011 and how his unique take on Bitcoin incorporated the global macro framework he developed earlier in his career. From there, Morehead and Pal explore the current macro environment and discuss how many economists and market participants still underestimate the magnitude of the impending economic crisis and the psychological damage forthcoming as a result of the coronavirus outbreak.

Dan Morehead of Pantera Capital and Real Vision's Raoul Pal talk about the unique opportunity to invest in these attractive risk-reward trades for Bitcoin that will come about after this crisis. In a world where rates will likely hover around 0% for a long time and the roll-out of a $2 trillion stimulus package from the U.S. in response to the coronavirus outbreak, the returns on Bitcoin could be excessively high. Morehead then shares his insights on managing the volatility of this asset class when investors are looking to buy cryptocurrencies.

The Intersection is a series of humanizing questions that we ask all of our guests here at Real Vision. Is there one person you would want to interview more than anyone? What is the book or books that have changed how you view the world? As an individual and as a leader in your field, how do you stay engaged and relevant in a world that is moving so quickly? Some of our guests can tie their success to one key breakthrough. Can you identify such a tipping point in your career? Can you identify the failure that had the most significant impact on your life? Who is a person you admire and why? What view do you hold that is most controversial in your professional life?

Dan Morehead of Pantera Capital describes to Real Vision CEO, Raoul Pal, how many people's criticism of cryptocurrency as yet another currency people don't need falls flat in the face of there being multiple currencies that already exist--and not all being good currencies. Morehead then explains the value of stable coins as they're borderless, and transactions are almost instantaneous.

Dan Morehead, CEO & founder of Pantera Capital, shares with Raoul Pal, CEO of Real Vision, how in the future, the playing field for cryptocurrency tokens will become smaller, meaning the strongest tokens with the most valuable blockchain technologies will survive. They then dive into the different ways that enterprises can tokenize their assets in the future and how it can open up access of securitized assets to billions of people who currently don't have access. Finally, Pal and Morehead discuss some of Bitcoin's most recent price action in the midst of this coronavirus outbreak.

In the second part of this final episode of Real Vision's interview with renowned economist Dr. Nouriel Roubini, we take a detailed tour of the 'alphabet soup' of U.S. monetary policy. Dr. Roubini unpacks the stresses in the financial systems during crises, the flight to quality trade that occurs under crisis pressures, and explains and the technical challenges of liquidity preferences in markets. Roubini also explains the risks caused by the unwind of the so-called 'risk parity trade' frequently employed by hedge funds, which occurs when historical patterns of asset correlations breakdown. Ash Bennington hosts this conversation for Real Vision.

In the first part of this final episode of Real Vision's interview with renowned economist Dr. Nouriel Roubini, we take a detailed tour of the 'alphabet soup' of U.S. monetary policy. Dr. Roubini unpacks the stresses in the financial systems during crises, the flight to quality trade that occurs under crisis pressures, and explains and the technical challenges of liquidity preferences in markets. Roubini also explains the risks caused by the unwind of the so-called 'risk parity trade' frequently employed by hedge funds, which occurs when historical patterns of asset correlations breakdown. Ash Bennington hosts this conversation for Real Vision.

Famed economist Dr. Nouriel Roubini unpacks the "Slow Motion Train Wreck" he sees barreling toward the global economy and compares the events we see unfolding now to the Global Financial Crisis of 2007-08 and the Great Depression of the 1930s. Roubini joins Real Vision's Ash Bennington to discuss the underlying dynamics of the crisis. In this episode, Roubini and Bennington discuss rising credit spreads, negative economic growth, a skyrocketing unemployment rate, and an overall environment that Roubini describes as "like an asteroid literally hitting planet earth and stopping economic activity everywhere."

Has Modern Monetary Theory (MMT) — once an idea popular only among leftwing academic economists — gone mainstream? Famed economist Dr. Nouriel Roubini believes that MMT has now finally crossed into the mainstream. Against a backdrop of a plunging economic activity, recession, deflation, and collapse of the velocity of money, MMT may offer a ray of hope where other policies have failed. Roubini also unpacks the specific mechanisms by which The Federal and U.S. Treasury might coordinate their policy actions to attempt to moderate this recession. Real Vision's Ash Bennington hosts this conversation about MMT with Dr. Roubini.

Has coronavirus struck the United States and its economy during a debt bubble? Famed economist Dr. Nouriel Roubini explains how pockets of leverage have been lurking beneath the surface in the U.S. corporate sector. In this episode, Roubini discusses the shadow banking system, collateralized mortgage obligations, junk bonds, leveraged loans, covenant light debt, investment grade bonds that have become 'fallen angels,' and the general decline of credit standards that he believes has led to system-wide toxicity. Hosted by Real Vision's Ash Bennington.