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

Millennial Investing - The Investor’s Podcast Network

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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SPONSORS

Support our free podcast by supporting our sponsors:

• Toyota
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• Fundrise
• Public
• Yahoo! Finance
• NetSuite

Connect with Jeff: Twitter | LinkedIn

Connect with Clay: Twitter | Instagram

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