IN THIS EPISODE, YOU’LL LEARN:
- Why Jeff transitioned away from being a doctor to being a hedge fund manager.
- Jeff's thoughts on the healthcare sector.
- Jeff's thoughts on the pharmaceutical sector.
- How he can conduct "all-weather" investing with negative spreads in fixed income.
- Why Jeff believes economic growth or tightening should be the first consideration for investors.
- How Jeff identifies a shift in credit growth.
- How Bitcoin might perform in a credit tightening event.
- How Jeff thinks about correlation in a portfolio construction.
- Regulator guidance for Bitcoin and digital assets.
- Why the GBTC discount and what it means.
BOOKS AND RESOURCES
- Jeff Ross's Vailshire Capital Management.
- Jeff Ross's Twitter.
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