Market Commentary

Please join us for part two of a two-part discussion on the intersection between regulation and investing returns. We’ll be talking with political operative/consultant/lobbyist, Joe Jarabek on the following legislative and regulatory topics:

Covered in part 1: (available here: https://www.deepknowledgeinvesting.com/post/political-lobbying-regulation-and-stock-market-returns-part-1)
• Cryptocurrencies – How the industry looks at/participates in regulation
• Infrastructure Bill – How to dissect it and what to look for moving forward

Covered in part 2:
• Consumer Financial Protection Bureau – New regulation and the impact on alternative finance
• Cannabis – Can banking legislation prevent this industry from growing

Joe Jarabek is the President of Jarabek & Company, a global governmental and business advisory, which he founded in 2009. His firm works with both legislative and executive branches of government. Joe has over 20 years of experience as a political and business liaison at the state and national level. He is a former senior staff member on Presidential races, Joe has officially represented the United States at foreign diplomatic events and has been on the road with party nominees dating back to 1999. National publications including the Washington Post have referenced and quoted him as an expert opinion.

Please join us for part one of a two-part discussion on the intersection between regulation and investing returns. We’ll be talking with political operative/consultant/lobbyist, Joe Jarabek on the following legislative and regulatory topics:

Covered in part 1:
• Cryptocurrencies – How the industry looks at/participates in regulation
• Infrastructure Bill – How to dissect it and what to look for moving forward

Upcoming in part 2:
• Consumer Financial Protection Bureau – New regulation and the impact on alternative finance
• Cannabis – Can banking legislation prevent this industry from growing
• Policy – How the street can look to policy as a barometer for investment to pick winners and losers

Joe Jarabek is the President of Jarabek & Company, a global governmental and business advisory, which he founded in 2009. His firm works with both legislative and executive branches of government. Joe has over 20 years of experience as a political and business liaison at the state and national level. He is a former senior staff member on Presidential races, Joe has officially represented the United States at foreign diplomatic events and has been on the road with party nominees dating back to 1999. National publications including the Washington Post have referenced and quoted him as an expert opinion.

Please join Gary Brode of Deep Knowledge Investing and Michael Kliegman, member of the Deep Knowledge Investing Board of Advisors, and former Group Chief in the IRS National Office, for an in-depth conversation covering the Biden tax plan.

We cover expected changes in marginal tax rates, likely dates of implementation, the implications of a higher GILTI rate, capital investment incentives, a possible wealth tax, and the SALT deduction cap.

Gary Brode of Deep Knowledge Investing, and Heather Heldman of Luminae Group and member of the Deep Knowledge Investing Board of Advisors to discuss the China/US relationship and the impact of upcoming events on financial markets.

Please join us for an in-depth conversation covering China’s actions in Hong Kong and Taiwan, supply chain disruption, whether US companies should move production out of China, and possible delisting of Chinese equities trading in US markets. If your portfolio has exposure to Chinese supply chain and manufacturing issues, you’ll want to be part of the conversation.

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