Preston Pysh and Jeff Ross talk about a potential economic tightening event in 2022 and how investors need to think about their positioning. They discuss the impacts it might have o...
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Preston Pysh and Jeff Ross talk about a potential economic tightening event in 2022 and how investors need to think about their positioning. They discuss the impacts it might have on Bitcoin and many other equities and sectors.
IN THIS EPISODE, YOU'LL LEARN:
0:00:00 - Intro
0:00:11 - Why Jeff Transitioned Away From Being a Doctor to Being a Hedge Fund Manager
0:10:48 - Jeff’s Thoughts on the Healthcare Sector
- Jeff’s Thoughts on the Pharmaceutical Sector
0:15:37 - How He Can Conduct “All-Weather” Investing With Negative Spreads in Fixed Income
22:52 - Why Jeff Believes Economic Growth or Tightening Should Be the First Consideration for Investors.
0:27:34- How Jeff Identifies a Shift in Credit Growth
- How Bitcoin Might Perform in a Credit Tightening Event
0:32:57- Regulator Guidance for Bitcoin and Digital Assets
0:53:48- How Jeff Thinks About Correlation in a Portfolio Construction
0:57:09- Why the GBTC Discount and What It Means
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