The Income Show is back with host Joe Burnett, joined by Dr. Jeff Ross, founder and CEO of Vailshire Capital Management, to discuss Bitcoin, global liquidity, and the changing macroeconomic landscape. They examine Jeff’s transition from radiologist to macro fund manager, why gold has recently outperformed Bitcoin, and how hard assets could perform over the next decade. They also explore Bitcoin’s four-year cycle, the possibility of a market bottom, Strategy’s growing focus on digital credit, and the risks facing leveraged Bitcoin treasury companies. Finally, Jeff explains why investors should approach leverage cautiously and shares his long-term advice: stay humble and stack sats.

 

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Timestamps:

0:00 Intro

1:52 From Radiologist to Macro Fund Manager

5:23 How Medicine Shaped His Investing

8:06 From Gold Bug to Bitcoin Believer

16:05 Is Bitcoin the Ultimate Hard Asset?

21:30 Yield Curve Control, Bonds and Housing

25:04 10-Year Outlook for Bitcoin, Gold and Stocks

29:58 Is Bitcoin’s Four-Year Cycle Still Alive?

39:42 Digital Credit and Strategy’s Changing Focus

45:14 Bitcoin, Proof of Stake and Washington

50:23 The Leverage Risk for Bitcoin Treasury Companies

53:54 Can Bitcoin Yield Products Go Mainstream?

58:30 Closing Thoughts