The Recap by Drawing Capital: Recent Episodes
Drawing Capital
The Partners of Drawing Capital dissect the week's most important events in financial markets and technology.
-- Drawing Capital Group LLC ("Drawing Capital") is a private investment firm based in Silicon Valley, sharing its journey of growth through technology-based investing.
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.
In this week's episode, Drawing Capital discussing masquerading business models such as Costco, Tesla, and Dominos Pizza.
This week, Drawing Capital discusses the recently announced SPAC merger between Nextdoor and Khosla Ventures Acquisition Corp. II, and the benefits of online communities.
This week, Drawing Capital discusses investing through a Roth IRA in light of recent comments regarding Peter Thiel's investment in Facebook.
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.
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.
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.
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.
This week, Drawing Capital discusses Amazon's proposed acquisition of MGM for $8.45 billion and the state of the media streaming industry.
This week, the Drawing Capital Partners discuss Elon Musk's recent comments about the cryptocurrency market, implications of carrying such large influence, and expectations for crypto assets in the near future.
This week, Drawing Capital discusses inflation, inflation, and yes, more inflation. With CPI figures coming in at 4.2% YoY, well above the Fed's 2% mandate, what is in store for financial markets and can we expect this to persist?
This week, Drawing Capital discusses the continued selloff in growth-focused equities and deleveraging of high-risk assets, and exciting developments in protein folding technology.
This week, Drawing Capital discusses DNA Data Storage, its usage and comparison to other methods of storing data, the semiconductor industry, and a couple of exciting new investments and companies.
This week, Drawing Capital discusses the cloud computing market and its growth expectations, a landmark IPO by UiPath and its valuation, and the Robotic Process Automation market dynamics.
This week, Drawing Capital discusses the crypto milestone of Coinbase's direct listing and then shift to a brief discussion on how Robotic Process Automation is solving yet shifting the landscape of how we work.
This week the partners of Drawing Capital Group discuss what's happening with audio-only social media platforms such as Clubhouse, buying and selling equity shares in private companies through providers like CartaX and Republic, and briefly touch on NFTs.
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.
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 adoption of Bitcoin as a payment method.
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 technologies.
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
- Where interest rates and inflation are headed