MI211: Managing a Hedge Fund and Bitcoin Macro Analysis w/ Dr. Jeff Ross
发布时间 2022-08-23 17:00:00 来源
摘要
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
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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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