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.
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💡 OTHER RESOURCES
- Connect with Jeff: / vailshirecap
- Check out Vailshire Capital Management: 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: bit.ly/3PVyNfF
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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.
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