E4: Archegos Meltdown, WFH, and Real Estate
This week, the Drawing Capital Partners discuss the Archegos Capital meltdown, work environment changes due to COVID, and the impact those changes are having on real estate markets.
2 Apr 202115min
E3: Stock Price Drivers & BTC as Payment
This week, the Drawing Capital Partners discuss: the key drivers of stock price performance in the short and long-term, the effect that rising yields have on discounted cash flow modeling, and the ado...
27 Mars 202114min
E2: Fed Commentary & Payments Platforms
This week, the Drawing Capital Partners discuss: Fed Chair Jerome Powell's comments on policy from March 16th and 17th, the effect of Treasury rates on equity prices, and emerging payments platform te...
20 Mars 202114min
E1: The Growth-quake, Rates, and Stimulus
This week, the Drawing Capital Partners discuss: The recent "growth-quake", its impact on financial markets including high-growth stocks, SPACs, and Bitcoin The new $1.9 trillion stimulus package ...
13 Mars 202117min
