360 One Firm (361Firm) - Interviews & Events

The meeting covered introductions and updates from various participants. Jim Farris discussed his real estate focus, while Clark Hoover highlighted his work on private credit. Stephen Burke presented a bullish outlook on the US economy, citing strong GDP growth, consumer net worth, and corporate profits. He also addressed concerns about tariffs, trade uncertainty, and geopolitical risks. The discu...

SUMMARY KEYWORDS Newport event, tax deep dive, productivity, President's scorecard, immigration policy, tariffs, defense spending, productivity growth, deregulation, climate change, income inequality, energy subsidies, economic stability, innovation, government spending., AI, regenerative agriculture, scalability, private solutions, energy infrastructure, climate stabilization, technology innovati...

361Firm Briefing "Shock Averted, Now What?" & Deep Dive on "2H 2025 Tech Investing" July 1, 2025 Transcript: https://361.pub/july1briefing SUMMARY The meeting discussed the current state of the global economy and tech investing. Stephen Burke highlighted a 19% S&P 500 drop and the impact of de-escalation between Israel and Iran. He emphasized the importance of Fed independence and the potential fo...

The 361Firm Briefing on June 24, 2025, covered global economic and geopolitical updates, including the impact of the Iran situation on oil prices and the potential for regime change. Stephen Burke highlighted economic uncertainties, with global growth revisions down to 2.3% and the Fed's dual mandate challenges. John Price discussed Latin America's robust growth, driven by favorable demographics a...

361Firm's Menlo Park Conference - Secondaries Panel led by Anurag Chandra SUMMARY: The 361Firm's Menlo Park Secondaries Panel discussed the evolving venture secondary market, emphasizing its growth and challenges. Key points included the extended liquidity cycles, now averaging 14 years, and the structural issues preventing companies from going public earlier. Panelists highlighted the role of sec...

The 361firm Silicon Valley Zeitgeist Panel discussed the impact of AI and technology on the job market, venture capital, and global investing. Key points included the shift towards lean startups with fewer employees and higher revenue per employee, the rise of venture capital as a private equity model, and the need for workers to adapt and learn continuously. The panelists emphasized the importanc...

The meeting discussed the impact of AI on employment, with concerns about increased productivity leading to unemployment. Stephen Burke highlighted the importance of liquidity in VC funds, noting a shift towards shorter durations. Ken Goldman emphasized that AI will support top professionals but challenge others. Bruce discussed the cost reduction in audits due to AI. The conversation shifted to g...

361Firm Meetup and Briefing "U.S. Deficit Concerns & Russia's Wartime Economy" June 10, 2025 Transcript: https://361.pub/transcriptjune102025 Video: https://youtu.be/Hp7jX5tSCE8 Podcasts: Apple https://lnkd.in/eRh8iztB and Spotify https://361.pub/spotify This 361Firm Meetup and Briefing on June 10, 2025, covered key economic and geopolitical issues. Stephen Burke discussed the US deficit, highligh...

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/361firm - Weekly Digests: www.361firm.com/digest

361Firm Briefing "Moody's, Markets and 'Triple B' Act" (May 27 2025) Transcript: https://361.pub/TranscriptBriefingMay27 Video: https://361.pub/vidMay27 The 361Firm Meetup and Briefing on May 27, 2025, covered various updates and introductions. Mark Sanor and others discussed the attendance of new members, including Nelson Stacks from Waltham, Massachusetts, and Fabian Cousteau, a third-generation...

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/361firm - Weekly Digests: www.361firm.com/digest

The 361Firm Global Meetup and Briefing on "China's Interesting Times" covered various topics. The meeting detailed the upcoming West Coast tour, focusing on female founders and AI innovation. Stephen Burke discussed China's economic challenges, including demographic issues, deflation, and debt, and its strategic investments in high-value technologies. Anthony Gordon emphasized China's global influ...

361Firm’s Global Meetup & Briefing 266 “De-Escalation...For Now” (May 13, 2025) The 10:30am meetup portion discussed logistics for the 361Firm West Coast Conferences, including now many new developments in the Seattle area such as a Microsoft tour focused on AI, visits to Amazon and gaming companies like Valve and Nintendo. AI will be a key theme in both cities for panels and breakouts. Here is th...

361Firm Global Meetup and Briefing "Taking Inventory of a Wild Month" (May 6, 2025) The Meetup on May 6, 2025, discussed recent and upcoming events, including a return to Riyadh on October 25-27 and December, and a master calendar of events. Tire recycling plants were highlighted, with 250 million tires disposed of annually in the US. The Briefing covered the impact of tariffs and trade wars on gl...

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 Tr...

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 Slayton noted a 10.5% decline in the US dollar since January 2020, attributing it...

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 noted. The discussion also covered the potential for increased inflation and reces...

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 increasing, with a 2.2% growth in 2024. Infrastructure needs in the US are signi...

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 simplifying business processes, acting as a single market, and improving capital markets....

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's defense spending increase and China's efforts to boost consumption were highl...

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/361firm - Weekly Digests: www.361firm.com/digest

361Firm Briefing "End of Global Conflicts or Start of Something New?" (Feb25, 2025) SUMMARY KEYWORDS Global conflicts, economic uncertainty, UN resolution, Russia-Ukraine war, China-US rivalry, NATO modernization, Trump administration, defense spending, Middle East instability, South China Sea, energy independence, rare earth minerals, geopolitical instability, disruptive technologies, global gove...

Artificial Intelligence (AI) Panel - 361Firm's NY Tech Summit Feb. 25, 2025 SUMMARY KEYWORDS Artificial Intelligence, generative AI, venture capital, seed funding, Hippocratic, LLM, job displacement, AI revolution, energy solutions, food security, humanoid robots, quantum computing, stakeholder model, economic impact, technological advancement. SPEAKERS Speaker 1, Alex Zhuk, Rashmi Joshi, Ben Nara...

  Energy and Industrials Tech Pa...s NY Tech Summit Feb25, 2025 Sat, Mar 01, 2025 10:53PM • 26:59 SUMMARY KEYWORDS Automotive industry, automation, manufacturing jobs, human error, North American trade, energy transition, clean tech, renewable energy, low carbon gasoline, sustainable aviation fuel, methanol, nuclear power, electrical grid, AI in education, family offices. SPEAKERS Alex Zhuk, Eddy...

  Health, Ag and Ed Tech Panel -...ech Summit (Feb. 25, 2025) (1) Sat, Mar 01, 2025 10:54PM • 19:43 SUMMARY KEYWORDS Healthcare innovation, AI solutions, value-based care, healthcare institutions, national emergency, AI convenience, agriculture technology, carbon credits, nutritional content, small-scale farming, food security, vertical farming, healthcare incentives, virtual drug trials, surgical...