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

Check out Vailshire Capital Management.  Follow Clay on Instagram.Related Millennial Investing Episode: Portfolio Allocation & Ray Dalio's All Weather Portfolio w/ Clay Finck - MI189.Related Investor’s Podcast Episode: The Changing World Order w/ Ray Dalio - TIP410.

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Read this episode’s transcript and full show notes on our website.

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