361Firm Briefing 252 "Fed Pause"

361Firm Briefing 252 "Fed Pause"

Author: Mark Sanor February 10, 2025 Duration: 1:03:30
Stephen Burke discussed the Fed's pause on policy, emphasizing the impact of tariffs and deregulation on small business optimism. He noted that while tariffs are a concern, the economy is stable with low inflation (under 3%). The Fed is unlikely to cut rates in March, with a 10-year yield hovering around 4.5%. Bill's survey revealed increased optimism post-Trump election, with energy transition and productivity gains as exciting factors. Concerns include rates, inflation, and liquidity. The survey also highlighted the importance of private credit and energy transition in private markets. The discussion concluded with plans for Survey 19, focusing on tech investments.

Hosted by Mark Sanor, 360 One Firm (361Firm)-Interviews & Events opens the door to private conversations and live discussions from within a unique global network. This podcast stems from a family office's real-world need for better collaboration, evolving into a trusted ecosystem that now connects over 8,000 members, including single-family offices, institutional investors, and leading thinkers. Each episode pulls directly from the community's activities, featuring candid interviews and recordings from exclusive 360-Roundtables where strategies are debated and partnerships are formed. You'll hear unfiltered dialogue on aligning investments with philanthropic goals, navigating complex markets, and building a legacy beyond wealth. The discussions naturally span business, culture, and society, reflecting the full spectrum of interests that define this influential group. Tune in for a direct line to the practical insights and forward-looking conversations that are usually reserved for closed-door meetings, all captured in this audio format. Through this podcast, the abstract idea of a collaborative global platform becomes a tangible, listening experience.
Author: Language: English Episodes: 100

360 One Firm (361Firm) - Interviews & Events
Podcast Episodes
11am Briefing #237 on "IMF’s View of the World" (Oct. 22, 2024 [not-audio_url] [/not-audio_url]

Duration: 36:38
You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: - Web: www.361firm.com/home - Onboard as Investor: https://361.pub/shortdiag - Onboard Deals 361: www.361firm.com/onb - Onbo…
8am Briefing #237 on "IMF’s View of the World" (Oct. 22, 2024) [not-audio_url] [/not-audio_url]

Duration: 32:18
You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: - Web: www.361firm.com/home - Onboard as Investor: https://361.pub/shortdiag - Onboard Deals 361: www.361firm.com/onb - Onbo…
Briefing #236 “Markets: Global Trade & Tariffs” (Oct. 15, 2024) [not-audio_url] [/not-audio_url]

Duration: 52:22
You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: - Web: www.361firm.com/home - Onboard as Investor: https://361.pub/shortdiag - Onboard Deals 361: www.361firm.com/onb - Onbo…

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