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Podcast: The Intrinsic Value Podcast - The Investorâs Podcast Network
Episode: MI211: Managing a Hedge Fund and Bitcoin Macro Analysis w/ Dr. Jeff Ross
Description: IN THIS EPISODE, YOUâLL LEARN:
02:51 - Why Jeff transitioned from medicine to starting Vailshire Capital Management.Â
10:09 - Why Jeffâs investment strategy changed from being a bottom-up, value investor to a top-down, macro investing approach.Â
16:33 - Why Jeff believes that individual investors actually have an advantage in investing over the large institutions.Â
32:12 - How momentum plays into Jeffâs investment strategy. Â
46:01 - What are some of Jeffâs âhold forever stocksâ.Â
49:49 - Why Jeff is bullish on Bitcoin in the long run despite being short in the near term.Â
56:07 - Why Bitcoin is a hedge against monetary inflation.Â
And muc...