361Firm
361Firm
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Briefing #249: "Potential Black Swan Scenarios for 2025?" (Jan. 14, 2025)
Highlights of Black Swan Scenarios and Discussion:
🌐 Large-scale cyber attacks, bigger than the global illegal drug trade
💣 Nuclear threats from Iran, North Korea, Russia
🌍 Climate change affects 9 of 10 Americans, potential food insecurity
💰 Vulnerability of U.S. power grid and critical infrastructure
🇺🇦 Conflict between Russia and Ukraine with drones, electronic warfare
🇮🇱 Aftermath Oct. 7 attack on Israel, implications for the Middle East
🇮🇷 Iran's nuclear program and relationships with Russia and China
🤝 Unexpected global realignments, such as between Trump and Xi
🇱🇦 Concerns over LA fires, worse than what's on TV
Key Insights:
🔒 Cybersecurity Vulnerabilities: The potential for a large-sc...
Просмотров: 37

Видео

Briefing #248: "2025 - The Odds of Another Positive Year?" (Jan. 7, 2025)
Просмотров 3614 дней назад
The discussion explores the potential for positive U.S. equity performance in 2025 amid economic challenges, emphasizing growth expectations and demographic concerns. Highlights: 📈 U.S. equities could see an 8-12% growth in 2025. 💰 Major companies are increasing capital expenditures significantly. 🌍 Global demographic trends pose challenges for economic growth. 🔄 M&A activity is expected to ris...
Briefing #247 Closing the Books on This Century's First Twenty Five Years (Dec. 31, 2024)
Просмотров 7021 день назад
Stephen Burke reflected on the rapid economic growth over the past 25 years, particularly driven by China and AI advancements. He noted that a third of the growth occurred in the last five years despite global crises. The NASDAQ rose from 8,000 to nearly 20,000. We also discussed the $31 trillion fiscal stimulus from February 2020 to May 2021, representing 35% of GDP. He highlighted the impact ...
Briefing #246 "FOMC, the Fiscal Fight, and 2025" (Dec. 24, 2024)
Просмотров 29Месяц назад
- The Fed raised interest rates more than expected, citing higher inflation, growth, and lower unemployment than projected. The market will need to adjust to the fact that the expected rate cuts are not going to materialize. - The fiscal fight in Congress over funding the government and tax/immigration policies will make it difficult for the new administration to implement its full agenda. Ther...
11AM Briefing #245 “Putting Money to Work in '25” (Dec. 17, 2024)
Просмотров 21Месяц назад
Stephen Burke discussed the global economic divergences, highlighting the impact of trade policies, domestic strife, and bad policy decisions. He noted the divergence in yields between the US and China, with China's yields at record lows. He emphasized the challenges China faces, including stimulus effectiveness and capital outflows. India's slower growth and the need to define its global role ...
8AM Briefing #245 “Putting Money to Work in '25” + China's take on Trump (Dec. 17, 2024)
Просмотров 65Месяц назад
The discussion highlighted significant economic divergences globally, driven by trade uncertainties, domestic strife, and policy decisions. Stephen Burke noted China's economic challenges, including a record-low 10-year yield at 1.72%, overcapacity, and capital outflows. India's growth slowed to 6.6%, with opportunities in manufacturing. Europe's GDP growth stalled at 0.2-0.9%, with Germany fac...
Briefing #244 "Trump 2.0" (Dec. 10, 2024)
Просмотров 51Месяц назад
Stephen Burke discussed the geopolitical and economic challenges President-elect Trump will face in his second term, highlighting rising global debt, a struggling Chinese economy, and the impact of tariffs on US-China relations. He noted the US GDP at 3.3% and CPI at 2.7%, but warned of potential inflation and deficit issues. He emphasized the importance of deregulation, tax extensions, and bor...
Joshua Larson - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Просмотров 4Месяц назад
360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative...
Carl Pro - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Просмотров 5Месяц назад
360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative...
Greg Wilder - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Просмотров 6Месяц назад
360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative...
Gregg Bethiel - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Просмотров 4Месяц назад
360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative...
Todd Ruppert on Venture Capital Environment - 361Firm Flagship Conference
Просмотров 41Месяц назад
360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative...
Panel on Asset Classes - 361Firm Flagship Conference
Просмотров 19Месяц назад
360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative...
Panel on Global Regions - 361Firm Flagship Conference
Просмотров 24Месяц назад
360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative...
Panel on Optimizing Philanthropy, Impact and NextGens - 361Firm Flagship Conference
Просмотров 13Месяц назад
Panel on Optimizing Philanthropy, Impact and NextGens - 361Firm Flagship Conference
Panel on AI and Emerging Industries - 361Firm Flagship Conference
Просмотров 25Месяц назад
Panel on AI and Emerging Industries - 361Firm Flagship Conference
AI Roundtable Breakout - 361Firm Flagship Conference
Просмотров 27Месяц назад
AI Roundtable Breakout - 361Firm Flagship Conference
Takeaways from 360 Breakouts - 361Firm Flagship Conference
Просмотров 8Месяц назад
Takeaways from 360 Breakouts - 361Firm Flagship Conference
Tim Draper on "Global Investing" - 361Firm Flagship Conference
Просмотров 75Месяц назад
Tim Draper on "Global Investing" - 361Firm Flagship Conference
Highlight Reel of 361Firm New York Flagship Conference (Dec. 3, 2024)
Просмотров 62Месяц назад
Highlight Reel of 361Firm New York Flagship Conference (Dec. 3, 2024)
Deb Wilson & Gagandeep Singh - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Просмотров 4Месяц назад
Deb Wilson & Gagandeep Singh - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Chris Lawes - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Просмотров 6Месяц назад
Chris Lawes - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Maisy Ng - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Просмотров 9Месяц назад
Maisy Ng - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Lidiya Dervisheva - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Просмотров 21Месяц назад
Lidiya Dervisheva - Interview from NY Global Flagship Conference (Dec. 3, 2024)
Briefing #243 on US-China “Sleepwalking into Conflict” (Dec. 3, 2024)
Просмотров 95Месяц назад
Briefing #243 on US-China “Sleepwalking into Conflict” (Dec. 3, 2024)
Happy Thanksgiving!
Просмотров 3Месяц назад
Happy Thanksgiving!
Briefing #242 "USD Strength, EU Weakness" (Nov. 26, 2024)
Просмотров 26Месяц назад
Briefing #242 "USD Strength, EU Weakness" (Nov. 26, 2024)
Preview for Dec 3 NY Flagship Conference
Просмотров 542 месяца назад
Preview for Dec 3 NY Flagship Conference
Briefing #241 "The Post-Election Adjustment Process" (Nov. 20, 2024)
Просмотров 472 месяца назад
Briefing #241 "The Post-Election Adjustment Process" (Nov. 20, 2024)
Briefing #240 "What’s Next for US Economy and Markets" (Nov. 13, 2024)
Просмотров 282 месяца назад
Briefing #240 "What’s Next for US Economy and Markets" (Nov. 13, 2024)

Комментарии

  • @361Firm
    @361Firm 11 месяцев назад

    Thanks for joining and sharing questions and insights on AI: Susan Luo, CFA, Depinder Grewal, Oleg Tumanov, @Jay Allen, Jim Hawk, Tom Mahoney, Charles Beyrouthy, Sanjeev Rao, Leslie McCarthy, MBA, Usman K. Shuja, Marc Nézet

  • @361Firm
    @361Firm Год назад

    www.361firm.app/posts/15167831

  • @361Firm
    @361Firm 2 года назад

    Thank you Bill Deuchler and all participants for sharing perspectives in the survey (361firm.com/asset9) and at this event! - Mark