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Podcast: 360 One Firm (361Firm) - Interviews & Events
Episode: 361Firm Briefing 260 "Investing & Uncertainty (April 1, 2025)
Description: 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 significant, with a $3.7 trillion gap by 2033. The discussion also covered the impact of tariffs on inflation, the rule of law, and the potential for recession due to policy uncertainties.Issues & RisksUncertainty in global trade and...