MI211: Managing a Hedge Fund and Bitcoin Macro Analysis w/ Dr. Jeff Ross

IN THIS EPISODE, YOU’LL LEARN:

02:51 - Why Jeff transitioned from medicine to starting Vailshire Capital Management.

10:09 - Why Jeff’s investment strategy changed from being a bottom-up, value investor to a top-down, macro investing approach.

16:33 - Why Jeff believes that individual investors actually have an advantage in investing over the large institutions.

32:12 - How momentum plays into Jeff’s investment strategy.

46:01 - What are some of Jeff’s “hold forever stocks”.

49:49 - Why Jeff is bullish on Bitcoin in the long run despite being short in the near term.

56:07 - Why Bitcoin is a hedge against monetary inflation.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

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Follow Clay on Instagram.

Related Episode: Portfolio Allocation & Ray Dalio's All Weather Portfolio w/ Clay Finck - MI189.

Related Episode: The Changing World Order w/ Ray Dalio - TIP410.

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