A Return to Civil Discourse – Part 1

Please join Gary Brode of Deep Knowledge Investing and Jason Galui of 4 Liberty Consulting LLC (and member of the DKI Board of Advisors) for a discussion about the Presidential Election. A recently retired U.S. Army Lieutenant Colonel, Jason served 4 years in the White House under both President Obama and President Trump across a … Read more

The Biden Tax Plan

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.

Casino Gaming – The Pace of Recovery

Please join Gary Brode of Deep Knowledge Investing and Howard Jay Klein, 30-year C-level gaming executive, member of the Deep Knowledge Investing Board of Advisors, and author of The House Edge, for an in-depth conversation covering the casino gaming space including Covid-19 restrictions, the pace of recovery in the US, Macau, and Singapore, and developments in Japan.

Howard discusses some new consumer research out of China regarding the conditions gamblers in Macau need to see before they feel comfortable entering a casino. This information has never been discussed in a public forum prior to this call.

Hard Assets – Bitcoin, Gold, and Inflation

Please join us for a timely discussion about hard assets and inflation. Gary Brode of Deep Knowledge Investing will be covering gold, bitcoin, and inflation with Peter Doyle and Chris Bell of Horizon Kinetics. Horizon Kinetics manages $5 billion, and were early investors in bitcoin.

#bitcoin #investing #cryptocurrency #portfoliomanagement #blockchain #gold #crypto #federalreserve #markets #interestrates #hedging

The China US Relationship and the Stock Market

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.

#supplychain#china#logistics#investing#tiktok#geopolitics#trade#shipping#internationaltrade

Market Drop: Does The Economy Matter?

Gary Brode, Raji Khabbaz, and Deep Knowledge Investing discuss unemployment, the federal reserve, and the recent tech stock rout.

We saw an improving unemployment number followed by a decline in tech stocks. What’s happening here? Does the economy matter, or just the Federal Reserve? We explain.

How We’re Hedging and Making Money with the Market at All-time Highs

Gary Brode of Deep Knowledge Investing speaks with DKI Board Member, Raji Khabbaz, about how we’re investing and hedging with the market at all-time highs and significant economic, political, and trade risks present. Other members of the Deep Knowledge Investing Board of Advisors contribute to the conversation as well.

Covid-19 Vaccine Call with Gary Brode and Dr. Soumi Eachempati

Gary Brode of Deep Knowledge Investing and Dr. Soumi Eachempati of Chelsea Health Solutions and Cleared4Work and member of the Deep Knowledge Investing Board of Advisors discuss the current efforts to produce a Covid-19 vaccine. We talk about the potential vaccine solutions at different companies, the regulatory hurdles, and realistic expectations regarding the timing and effectiveness of a vaccine. Much of this information is different from some of the headlines we’re seeing in the press.

The Depth Report – A Hat Tip to Bill Ackman

Overview: This morning, Bill Ackman of Pershing Square, did a lengthy phone interview on CNBC. Ackman suggested that to stop the spread of the coronavirus, President Trump should close the borders and institute a country-wide quarantine for a month. He described this as an “extended spring break.” He advocated for a 30-day rent, interest, and … Read more

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