BTC063: Potential Economic Tightening & Bitcoin w/ Dr. Jeff Ross (Bitcoin Podcast)

Episode • Feb 2, 2022 • 1h 1m

IN THIS EPISODE, YOU’LL LEARN:

01:07 - Why Jeff transitioned away from being a doctor to being a hedge fund manager.
10:25 - Jeff's thoughts on the healthcare sector.
10:25 - Jeff's thoughts on the pharmaceutical sector.
14:56 - How he can conduct "all-weather" investing with negative spreads in fixed income.
25:35 - Why Jeff believes economic growth or tightening should be the first consideration for investors.
29:51 - How Jeff identifies a shift in credit growth.
29:51 - How Bitcoin might perform in a credit tightening event.
33:45 - Regulatory guidance for Bitcoin and digital assets.
56:35 - How Jeff thinks about correlation in a portfolio construction.
59:35 - Why the GBTC discount and what it means.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Jeff Ross's Vailshire Capital Management.
Jeff Ross's Twitter.
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