Managing a One Person Hedge Fund and Bitcoin Macro Analysis w/ Dr. Jeff Ross (MI211)

Video Description

Clay Finck chats with Dr. Jeff Ross from Vailshire Capital Management. In this episode, they discuss why Jeff left medicine to start his own hedge fund, why he transitioned from being a Warren Buffett style value investor to a more macro based investing approach, how momentum plays into his investment strategy, what companies he considers his “hold forever stocks,” why he has such strong conviction in Bitcoin long-term despite it dropping nearly 75% at one point this year, and so much more! Vailshire is a Registered Investment Advisor (RIA) created by Dr. Ross to grow and protect its clients’ wealth using a full-cycle, macroeconomic investment strategy. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:46 - Why Jeff transitioned from medicine to starting Vailshire Capital Management.  00:08:56 - Why Jeff’s investment strategy changed from being a bottom up, value investor to a top down, macro investing approach.  00:25:36 - Why Jeff believes that individual investors actually have an advantage in investing over the large institutions.  00:29:05 - How momentum plays into Jeff’s investment strategy.   00:40:00 - What are some of Jeff’s “hold forever stocks”.  00:44:18 - Why Jeff is bullish on Bitcoin in the long run despite being short in the near term.  00:51:21 - Why Bitcoin is a hedge against monetary inflation.  ✔️ Subscribe to the Millennial Investing channel:    / millennialinvesting    🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/m... ▶️ RELATED EPISODES: (MI189) Portfolio Allocation & Ray Dalio’s All Weather Portfolio w/ Clay Finck: https://www.theinvestorspodcast.com/m... 💡 OTHER RESOURCES Connect with Jeff:   / vailshirecap   Check out Vailshire Capital Management: https://vailshire.com/meet-jeff-ross/ Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF  ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙  On Millennial investing, we interview top investors, experts, and successful entrepreneurs such as Kevin O’Leary, JL Collins, Jesse Itzler, and more to guide you on your investing journey. 🌍 Website: https://www.theinvestorspodcast.com/m... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN OR WATCH 🎧 OTHER SHOWS FROM OUR NETWORK: 📚 Dive into value investing and learn more about billionaires on We Study Billionaires: https://bit.ly/3dklKWR 🏆 Learn from high-profile guests on how to succeed in markets and life on Richer, Wiser, Happier: https://bit.ly/3p3pcHZ 🏘 Learn the ins and outs of real estate investing on Real Estate 101: https://bit.ly/3JDBXm1 ₿ Get updated on all things Bitcoin on Bitcoin Fundamentals: https://bit.ly/3JEE1di 💰 Learn everything you need to know about investing on The Investor’s Podcast Network:    / theinvestorspodcastnetwork   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ OUR FREE INVESTING COURSES/RESOURCES: 📧Stay up-to-date on financial markets and investing strategies with our daily newsletter, We Study Markets: https://www.theinvestorspodcast.com/n... ✏️Millennial Investing Starter Pack: https://www.theinvestorspodcast.com/m... 🗂 Asset Allocation Course: https://www.theinvestorspodcast.com/a... 🔥 If that is not enough:  https://www.theinvestorspodcast.com/t... MY FAVORITE STOCK INVESTING TOOLS: 💲 (Paid) TIP Finance Tool: https://www.theinvestorspodcast.com/t... 🎁 (Free) Fizviz: https://finviz.com/screener.ashx ☑️Complete list of tools I find most valuable: https://www.theinvestorspodcast.com/s... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ WHO I AM: I’m Clay Finck, a graduate of the University of Nebraska-Lincoln with a BSBA degree in Actuarial Science and minors in Mathematics, Finance, & Economics. Before joining 🎙 The Investor’s Podcast Network, I became an Associate of the Society of Actuaries and developed a deep interest in 💰 value investing on the side. On my free time, I enjoy 🏋️‍♂️ working out, playing 🏀 basketball, listening to 🎧 podcasts, and spending time with my friends and 👪 family. ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ GET IN TOUCH WITH ME 💬: I’d love to hear from you! Send me a tweet 🐦 directly at   / clay_finck   if you’d like to have a quick exchange of thoughts! P.S.  We’ve been receiving overwhelming messages of support and we can’t thank you enough! 🙏🏼 We try our best to respond to each and everyone. Please bear with us! 😅🙏🏼 ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.