
The Aug. 26 361Firm Briefing 281 and Meetup covered the Fed, AI, changing global demographics, investing strategies, and the transition to 361Firm.Digital (https://361firm.digital). Video: https://361.pub/A26d Transcript: https://361.pub/a282025transcript Podcast: The 281st 361 Briefing started with the Meetup to introduce 20+ new members* and the transition to 361Firm.Digital on Sept. 1. We also covered Jonathan Pirelli's Distilled Intelligence event in October, Todd Ruppert's new film on wine expert Robert Parker, and real estate market data. In the Briefing, Stephen Burke analyzed the economic impact of demographic changes, particularly in Japan, and the challenges faced by central banks. The discussion also touched on the potential of generative AI, the impact of US policies on international family offices, and the importance of targeted investment strategies. The meeting emphasized the need for a balanced approach to monetary policy and the potential for market melt-ups. ...
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