361Firm Briefing #264: "Long-Term Implications of Trade War" (April 29, 2025)

361Firm Briefing #264: "Long-Term Implications of Trade War" (April 29, 2025)

Author: Mark Sanor May 1, 2025 Duration: 1:33:12
361Firm Briefing #264: "Long-Term Implications of Trade War" (April 29, 2025) Before the Briefing, as we were in Riyadh, we discussed the takeaways from our World With Purpose Summit co-hosted with Ghaya. The Briefing itself discussed the impact of trade tariffs and geopolitical tensions on global markets. Stephen Burke highlighted that the S&P 500 saw a 10% drop in Trump's first 100 days, with Treasury yields and crude prices also affected. The Bloomberg economist survey predicts a 45% chance of a U.S. recession, 1.4% growth for 2026, and 3.3% core inflation. The discussion also covered the potential for a trade deal, with China considering lowering tariffs. The impact on shipping was noted, with a significant drop in U.S. imports and a rise in Vietnam's share. The meeting concluded with a focus on the need for clarity on trade policies to stabilize markets.

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
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