MI211: Managing a Hedge Fund and Bitcoin Macro Analysis w/ Dr. Jeff Ross
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 23 August 2022
⏱️ 65 minutes
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Summary
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| 0:00.0 | You're listening to TIP. |
| 0:02.9 | Basically, when the economy is decelerating like we have and you see inflation acting in a certain way, you can predict what currencies are going to do. |
| 0:11.3 | Primarily, you can predict what the U.S. dollar is going to do, the king dollar. |
| 0:14.2 | You can predict what treasury rates are going to do, both on the short term and the long run. |
| 0:18.4 | And if you can invest with that and you can do that consistently |
| 0:21.2 | over time, you will consistently do well and you'll consistently generate alpha. |
| 0:29.2 | On today's episode, I'm joined by Dr. Jeff Ross. Jeff is a former medical doctor who's now |
| 0:35.4 | a hedge fund manager for his own firm, Vailshire Capital Management. |
| 0:39.8 | Vailshire is a registered investment advisor whose intention is to grow and protect its client's |
| 0:45.3 | wealth via wise and innovative investment strategies using a full cycle macroeconomic approach. |
| 0:51.6 | During this episode, I chat with Jeff about why he left medicine to start his own |
| 0:55.6 | hedge fund, why he transitioned from being a Warren Buffett-style value investor to taking more of a |
| 1:01.0 | macro-investing strategy, his thoughts on getting an MBA, how momentum plays into his investment strategy, |
| 1:08.1 | why he believes that individual investors actually have an advantage in |
| 1:11.8 | investing over the large institutions, what companies he considers forever holds, why he has such |
| 1:18.1 | strong conviction in Bitcoin, despite it dropping nearly 75% at one point this year, and a whole |
| 1:24.4 | lot more. Jeff has actually been on Preston Pish's Bitcoin Fundamental Show on a number |
| 1:29.1 | of occasions, so it was really an honor to have him join us on the millennial investing show as well. |
| 1:34.6 | Also, I wanted to make a quick and exciting announcement. If you've been listening to the show |
| 1:40.2 | recently, you probably notice that we have actually added a new host to our banner |
| 1:45.2 | that is shown on the podcast platform you're on. I'm currently in the works of transitioning to a |
| 1:50.8 | new role with TIP. More to come on the details of that, but I wanted to let you know that we have |
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