The Recap by Drawing Capital
The Recap by Drawing Capital
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.
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. 
Jul 23, 2021
33 min
E19: Masquerading Business Models
In this week's episode, Drawing Capital discussing masquerading business models such as Costco, Tesla, and Dominos Pizza.
Jul 16, 2021
14 min
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.
Jul 9, 2021
21 min
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. 
Jul 1, 2021
23 min
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. 
Jun 25, 2021
18 min
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.
Jun 17, 2021
20 min
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.
Jun 11, 2021
18 min
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.
Jun 4, 2021
19 min
E12: Amazon's MGM Acquisition and the Streaming Industry
This week, Drawing Capital discusses Amazon's proposed acquisition of MGM for $8.45 billion and the state of the media streaming industry.
May 28, 2021
16 min
E11: Elon Musk & Crypto Assets
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.
May 21, 2021
19 min
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