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MI211: Managing a Hedge Fund and Bitcoin Macro Analysis w/ Dr. Jeff Ross
Episode 352
Published 3 years, 7 months ago
Description
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.
- Check out Vailshire Capital Management.
- 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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