I've never known an asset like i've known bit coin. I have just supreme confidence in what it is, like it's unchanging monetary policy. Its monetary policy is basically etched in stone. We're going to see a new block approximately every ten minutes for the rest of our lives. And beyond that, it's decentralized. It's a political it's totally secure. There's not a committee of people that can sit around and say, hey, we want to print more of it. You know, it's perfectly inelastic at 21 million. So all the policies about bickone, i feel very comfortable, even though it's volatile. That's the beauty of investing
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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