361Firm Briefing 260 "Investing & Uncertainty (April 1, 2025)

361Firm Briefing 260 "Investing & Uncertainty (April 1, 2025)

Author: Mark Sanor April 7, 2025 Duration: 1:04:00
Stephen Burke discussed the current economic uncertainty, noting a potential double bottom in the US market and the impact of global trade fragmentation. He highlighted the rise in defense spending globally, including the US, Europe, and China, and the challenges of developing new defense programs. Energy demand is increasing, with a 2.2% growth in 2024. Infrastructure needs in the US are significant, with a $3.7 trillion gap by 2033. The discussion also covered the impact of tariffs on inflation, the rule of law, and the potential for recession due to policy uncertainties.

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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