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

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
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We Study Billionaires - The Investor’s Podcast

Guest
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.



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