Laks Ganapathi on Electric Vehicles
Gary Brode of Deep Knowledge Investing speaks with Laks Ganapathi of Unicus Research. She’s an ESG investor with concerns about the future of the EV industry. We address: Critical challenges that are holding EV’s back? What can we do to move batteries to be less expensive and not as difficult to properly dispose of once … Read more
Mastering the Fundamentals of Strategic Geopolitical Risk Analysis
Deep Knowledge Investing is pleased to announce that Heather Heldman, Founder of Luminae Group, and member of the DKI Board of Advisors, is teaching a course called “Mastering the Fundamentals of Strategic Geopolitical Risk Analysis”. As a courtesy for DKI readers, Luminae is offering the class to you at a 33% discount. I’m already registered. … Read more
Webinar on the EV Industry Wednesday, July 20th at 12 Eastern Time
Looking forward to a fascinating conversation on Wednesday, July 20th at 12 eastern time with Laks Ganapathi. She’s an ESG investor with concerns about the future of the EV industry. Register: www.DeepKnowledgeInvesting.com/webinar We’ll address: Critical challenges that are holding EV’s back? What can we do to move batteries to be less expensive and not as difficult … Read more
CPI Hits 9.1% and Somehow People Are Still Surprised
Today’s announcement that the Consumer Price Index (CPI) hit 9.1% was so severe that there is now credible speculation that the Federal Reserve will raise the fed funds rate by 1.00% instead of the planned .75% which would still represent a huge increase. We warned that inflation was large, understated, a huge problem, and not … Read more
Euro / Dollar Parity – What Does it Mean for You?
Overview: For the first time in almost 20 years, you can buy a euro for one dollar. As little as a year ago, a Euro cost about $1.19. In foreign exchange markets, that’s a huge move in a year. Here’s the chart: We first wrote about the stronger dollar vs other currencies two months ago, … Read more
Hospital Research Call
Just spoke with a hospital CEO through Stream Research Group. He thinks total hospital wages are up 10% – 15% and payroll is about 40% – 60% of expenses. Hospitals are only getting 2% price increases so margins are compressed or turning negative System is going towards a few large chains, higher costs, and longer … Read more
DKI Interviewed at the Institute for World Politics on Anti-Russia Sanctions
Gary Brode, Founder of Deep Knowledge Investing, discusses “The Strategic and Economic Implications of Anti-Russian Sanctions,” as well as how U.S. policy is failing to protect the dollar’s reserve currency status and its effect on American consumers. This event took place on June 29, 2022 as a part of The Institute of World Politics’ lecture … Read more
Deep Knowledge Investing Interviews Andrew Scott of Inside Asian Gaming on the Macau Gaming Law
Gary Brode of Deep Knowledge Investing speaks with IAG CEO, Andrew Scott on the Macau Gaming Law. We cover the law and its commercial implications, how the concession tender process will play out in 2022, and how the government of mainland China is exercising its influence.