#48 - Jeff Ross - The Opportunity in Bitcoin & The 'FILMS' Equity Model
This week we’ve got Dr Jeff Ross who is both a radiologist and the founder of a successful hedge fund Vailshire Capital Management which utilises an innovative “all-weather,” full-cycle portfolio management strategy for its clients. Achieving triple digit returns over the past year.
In this interview however we dive into something both Jeff & I have an interest in, Bitcoin. We go from the basics, why does Bitcoin have value, to the opportunity and risks ahead in this market environment including analysing the future performance of stocks vs Bitcoin and any impact from potential rising rates further down the line.
We finish up by discussing hias films criteria for selecting equities which is not dissimilar to a VC investing strategy for later stage startups.
Jeff has some really interesting insights and above all it’s very topical for today's markets.
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