E15: June Fed Commentary

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, the implications of the economic changes, and expectations for the future.

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E20: Chinese Regulation, COVID Variants, and Real Estate

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 Juli 202133min

E19: Masquerading Business Models

E19: Masquerading Business Models

In this week's episode, Drawing Capital discussing masquerading business models such as Costco, Tesla, and Dominos Pizza.

16 Juli 202114min

E18: Nextdoor SPAC & Online Communities

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 Juli 202121min

E17: Peter Thiel & Roth IRA Investing

E17: Peter Thiel & Roth IRA Investing

This week, Drawing Capital discusses investing through a Roth IRA in light of recent comments regarding Peter Thiel's investment in Facebook.

1 Juli 202123min

E16: Instant-buying, Opendoor, and Openstore

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 Juni 202118min

E14: El Salvador Bitcoin Adoption

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 Juni 202118min

E13: Monetary Policy, QE & QT

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 Juni 202119min

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