BTC063: Potential Economic Tightening & Bitcoin w/ Dr. Jeff Ross (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Engaging Reflections and Community Engagement
In this chapter, the speakers share their reflections on a thoughtful discussion about investment topics and encourage listeners to engage with them on social media. They highlight the importance of community and offer resources for further learning, inviting listeners to leave reviews and follow the podcast for future episodes.
IN THIS EPISODE, YOU’LL LEARN:
- 01:07 - Why Jeff transitioned away from being a doctor to being a hedge fund manager.
- 10:25 - Jeff's thoughts on the healthcare sector.
- 10:25 - Jeff's thoughts on the pharmaceutical sector.
- 14:56 - How he can conduct "all-weather" investing with negative spreads in fixed income.
- 25:35 - Why Jeff believes economic growth or tightening should be the first consideration for investors.
- 29:51 - How Jeff identifies a shift in credit growth.
- 29:51 - How Bitcoin might perform in a credit tightening event.
- 33:45 - Regulatory guidance for Bitcoin and digital assets.
- 56:35 - How Jeff thinks about correlation in a portfolio construction.
- 59:35 - Why the GBTC discount and what it means.
*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 Stig, Clay, and the other community members.
- Jeff Ross's Vailshire Capital Management.
- Jeff Ross's Twitter.
- New to the show? Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
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