I mentioned earlier that you were very barse on riskon assets at the beginning of the year. And i was quite surprised when i read your twitter d that you were long brisk assets. And given that, you know, back drop, i would expect you to be short. And is this sustained rally as of late hasn't surprised you? So, actually, no, it hasn't surprised me. I've been putting examples for the last couple of months about how similar this recession is to other major recessions we've had. We have these relief rallies. The relief rallies, by the way, can last for many months. They can go from kind of four to six months or so
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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