Anne: On your web side, it shows that you're a registered investment adviser. Is that tying to the hedge fund piece at all, or is that just for the separately managed accounts? And what dod the process look like to receive this sort of certification? mo: Yes, so that the process receive it is actually not that complex. And that's basically because of what i wanted. What i really want to do is just invest on behalf of other people and generate alpha,. Whether it's in a hedge fund or in a separately managed account.
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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