BTC063: Potential Economic Tightening & Bitcoin w/ Dr. Jeff Ross (Bitcoin 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 RESOURCESJeff Ross's Vailshire Capital Management.Jeff Ross's Twitter.New to the show? Check out our We Study Billionaires Starter Packs.Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist.Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Get in early on medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.Send, spend and receive money around the world easily with Wise.Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Stay on top of all your processes - directly inside Gmail with Streak. Get 20% off the Pro plan today.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Canada’s #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Let TurboTax Live Experts help you however you need, and if you need an extra hand, hand your taxes off to them and they’ll do it all for you!Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.HELP US OUT!What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


by We Study Billionaires - The Investor’s Podcast Network