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

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>02:51 - Why Jeff transitioned from medicine to starting Vailshire Capital Management.&nbsp;</li><li>10:09 - Why Jeff’s investment strategy changed from being a bottom-up, value investor to a top-down, macro investing approach.&nbsp;</li><li>16:33 - Why Jeff believes that individual investors actually have an advantage in investing over the large institutions.&nbsp;</li><li>32:12 - How momentum plays into Jeff’s investment strategy.&nbsp;&nbsp;</li><li>46:01 - What are some of Jeff’s “hold forever stocks”.&nbsp;</li><li>49:49 - Why Jeff is bullish on Bitcoin in the long run despite being short in the near term.&nbsp;</li><li>56:07 - Why Bitcoin is a hedge against monetary inflation.&nbsp;</li><li>And much, much more!&nbsp;</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out <a href="https://vailshire.com/meet-jeff-ross/" rel="noopener noreferrer" target="_blank"><strong>Vailshire Capital Management</strong></a><strong>. </strong>&nbsp;</li><li>Follow Clay on <a href="https://www.instagram.com/clay.finck/" rel="noopener noreferrer" target="_blank"><strong>Instagram</strong></a>.</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/all-weather-portfolio/" rel="noopener noreferrer" target="_blank"><strong>Portfolio Allocation &amp; Ray Dalio's All Weather Portfolio w/ Clay Finck - MI189.</strong></a></li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/episodes/the-changing-world-order-w-ray-dalio/" rel="noopener noreferrer" target="_blank"><strong>The Changing World Order w/ Ray Dalio - TIP410.</strong></a></li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>Millennial Investing Starter Packs</strong></