360 One Firm (361Firm) - Interviews & Events

Transcript: https://361.pub/A22Transcript This 361Firm Meetup and Briefing discussed the economic impact of the Trump administration's trade policies. Stephen Burke highlighted the IMF's revised global growth projections, down to 2.8% for 2025 and 3% for 2026, citing trade policy uncertainty as a major factor. Scott Sl

The meeting discussed the impact of trade tariffs and hypervolatility on global markets. Stephen Burke highlighted the VIX index spiking to 44 and the S&P 500's 4.04% decline, with Europe and China also experiencing significant drops. The bond market's unusual moves, including China's reduced treasury holdings, were no

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 in the US, Europe, and China, and the challenges of developing new defense programs. Energy demand is

Stephen Burke discussed the EU's second "whatever it takes" moment, emphasizing a $4 trillion economic plan with $1 trillion in defense and infrastructure spending. The EU's "Competitiveness Compass" aims to address productivity gaps, innovation, decarbonization, and dependency reductions. Key actions include simplifyi

The meeting discussed the impact of policy uncertainty on global markets, focusing on the Trump administration's aggressive policies, including tariffs, deregulation, and public sector reform. The uncertainty has led to increased recession risks, with JPMorgan, Goldman Sachs, and Ed Yard raising recession odds. Germany

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 - Onboard as Banker: www.361firm.com/bankers - Events: www.361firm.com/events - Content: www.youtube.com/