E20: Chinese Regulation, COVID Variants, and Real Estate
This week, Drawing Capital goes in-depth into Chinese regulation of publicly traded companies, the Delta and subsequent COVID variants, as well as mortgage rates and the real estate market.
23 Jul 202133min
E19: Masquerading Business Models
In this week's episode, Drawing Capital discussing masquerading business models such as Costco, Tesla, and Dominos Pizza.
16 Jul 202114min
E18: Nextdoor SPAC & Online Communities
This week, Drawing Capital discusses the recently announced SPAC merger between Nextdoor and Khosla Ventures Acquisition Corp. II, and the benefits of online communities.
9 Jul 202121min
E16: Instant-buying, Opendoor, and Openstore
This week, Drawing Captial discusses the rising trend of "instant-buying", participating platforms in the real estate and SMB markets, at the future of the industry.
25 Jun 202118min
E15: June Fed Commentary
The recent Federal Reserve commentary on June 15th and 16th has left many investors asking how to interpret and synthesize new economic data. This week, Drawing Capital discusses the published data, t...
17 Jun 202120min
E14: El Salvador Bitcoin Adoption
Earlier this week, El Salvador adopted Bitcoin as its legal tender. In this episode, the partners discuss the benefits and concerns of this adoption as well as the broader cryptocurrency landscape.
11 Jun 202118min
E13: Monetary Policy, QE & QT
This week, Drawing Capital discusses monetary policy fundamentals, the Fed's current policy and interest rate stance, and the effects on investors across the market.
4 Jun 202119min
