

Dr. Jeff Ross & James Lavish | Hedge funds, Inflation and Bitcoin | Swan Signal E96
Feb 15, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
Hedge Funds
02:03 • 2min
Is This the Decade of Active Management?
03:55 • 4min
Is the Fed Going to Hold It?
08:18 • 3min
Is the Fed Having a Premature Victory Over Inflation?
11:23 • 2min
The Dollar Peaked Sub 115 Right Around September 30th.
12:57 • 4min
Can You Really Find the Right People for the Spots?
17:06 • 4min
Do Fundamentals Matter Long Term?
20:41 • 3min
Car Dealerships - Is Your Car Worth More Than You Owe?
23:40 • 2min
Do Evaluations Matter Anymore?
26:00 • 3min
The Debt Ceiling Is Just a Cloud in the Sky Above
29:19 • 3min
What's the Trillion Dollar Coin?
32:16 • 2min
You Know, You've Got Something?
34:07 • 5min
Is Bitcoin the Real Deal?
39:20 • 4min
Crypto, I'm Not Convinced It's Going to Have Another Run
43:35 • 5min
The Bitcoin Opportunity Fund
48:45 • 4min
How to Survive a Crypto Hedge Fund
53:07 • 4min
CPI Inflation - What Do You Think?
57:18 • 1min
Is There a General Disinflationary Trend?
58:42 • 4min
Why Should People Be Angered About CPI?
01:02:32 • 3min
Dr Jeff, I'm on Twitter, James, Vellshire Capital. And You Can Get That From James.
01:05:40 • 4min