S4E5: WealthVest/ Drawing Capital- Round 2

In this episode Sean van der Wal and Sagar Joshi, managing partners at Drawing Capital, joined Drew and Grant to discuss big tech's market capitalization, accelerated digitalization during the pandemic, precision public health (PPH), President Joe Biden's policies regarding rural broad band and other initiatives, net neutrality, social media platforms overseeing political content, Section 230 of the Communications Decency Act and China's crackdown on internet companies.

To learn more about Drawing Capital's research and opinions, you can sign up for Drawing Capital's free weekly newsletter at drawingcapital.substack.com.

Sources:

1.      https://www.cnbc.com/2021/01/29/op-ed-investors-parking-money-in-big-tech-names-should-think-twice.html

2.      https://www.eyeonannapolis.net/2021/02/the-ins-and-outs-of-investing-in-tech-stocks-in-2021/

3. https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/how-covid-19-has-pushed-companies- over-the-technology-tipping-point-and-transformed-business-forever

4.      https://www.cnbc.com/2021/01/26/net-neutrality-foe-and-departed-fcc-chairman-ajit-pai-stands-by-repeal.html

5.      https://www.bloomberg.com/news/articles/2020-11-13/dissecting-china-s-crackdown-on-its-internet-giants-quicktake

WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.

Hosts: Drew Dokken, Grant Collins

Album Artwork: Sam Yarborough

Show Editing and Production: Tavin Davis

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