Episode notes
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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