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

[We Study Billionaires - The Investor’s Podcast]

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

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Jeff Ross's Vailshire Capital Management.
• Jeff Ross's Twitter.
• New to the show? Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.

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