Zeitgeist Panel - 361Firm's 4th Newport Conference July 2025

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 (https://361.pub/spotify), Simplecast (https://361.pub/pods) Summary: The panel discussed the current global economic zeitgeist, highlighting four key issues: mistrust in institutions, high global debt levels, the Fed's independence, and the impact of politics on investor sentiment. Stephen Burke emphasized the mistrust in governance and the divisiveness in politics, affecting policy stability. Barbara Doran noted the significant impact of tariffs on consumer sentiment and market reactions, with GDP estimates revised downward. Greg Wilder discussed the shift in business owners' attitudes towards passing down businesses and the implications of the recent tax bill on US manufacturing and interest deductibility. The discussion also touched on the need for fiscal discipline and educational reform to address generational distrust and economic inequality. SUMMARY KEYWORDS: Zeitgeist panel, global economy, mistrust institutions, debt levels, Fed independence, interest rates, tariffs impact, consumer sentiment, fiscal discipline, US manufacturing, tax policy, educational reform, generational distrust, economic growth. SPEAKERS: Barbara Doran, Stephen Burke, Parth Vakil, Greg Wilder, Charles Beyrouthy, Mark Sanor