Inflation has been a big issue this year, but what should get discussed is that there are actually two kinds of inflation. Monetary inflation means your adding more money to the system and it's being increased at a rate faster than underlying economic growth. Price inflation is different: as the price of your grocery's going up, is gas going up? T these kind of things. Those two things are related over the long run, kind of like the price of bit coin in the user oer just hom up. They're related in the long term,. But in the short term, it's sort of that voting in thing. Iwoud suggests that the current price inflation we're seeing is related to
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.
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