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
Global Regions Panel - 361Firm Newport Conference (July 2025) [not-audio_url] [/not-audio_url]

Duration: 28:39
"Investing by Global Regions" Panel - 361Firm Newport Conference (July 2025) Transcript: https://361.pub/GlobalRegionsNP25Transcript All 361Firm Podcasts on Apple (https://361.pub/podcast_apple), Spotify (https://361.pub…
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Future of AI Panel - 361Firm's 4th Newport Conference July 2025 Transcript: https://361.pub/AIpanelNP25Transcript All 361Firm Podcasts on Apple (https://361.pub/podcast_apple), Spotify (https://361.pub/spotify), Simpleca…
Zeitgeist Panel - 361Firm's 4th Newport Conference July 2025 [not-audio_url] [/not-audio_url]

Duration: 27:55
Zeitgeist Panel - 361Firm's 4th Newport Conference July 2025 Transcript: https://361.pub/ZeitgeistN25Transcript Video: https://youtu.be/GDKgEdCW_1Y All 361Firm Podcasts on Apple (https://361.pub/podcast_apple), Spotify (…
361Firm Briefing #276 "German & Chinese Economies" July 22, 2025 [not-audio_url] [/not-audio_url]

Duration: 1:04:04
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…
361Firm Briefing, Meetup and AI Deep Dive July 15 2025 [not-audio_url] [/not-audio_url]

Duration: 2:08:06
The meeting covered introductions and updates from various participants. Jim Farris discussed his real estate focus, while Clark Hoover highlighted his work on private credit. Stephen Burke presented a bullish outlook on…