Fed Rate Hike | The AI Economy | Family Office Playbook

The Fed hiked for the first time in three years and the bigger risk may be what comes next.  In this episode of Off the Charts, Andrew Sarna breaks down why 25 basis points isn't the real concern, how AI-driven earnings are masking weakness across the broader economy, and what family offices should actually be doing with their portfolios right now. WHAT TO LISTEN FOR 5:35 Why is AI, not the broader economy, driving equity market resilience right now? 7:49 What happens to semiconductors and data center suppliers if hyperscaler spending slows? 10:53 What does the "new permanent portfolio" look like for family offices in this environment? 15:07 Why is private equity likely to underperform unlevered equities in the current rate environment? 17:02 Where should family offices look to find opportunity when most asset classes look challenged?   CONNECT WITH ANDREW SARNA Website | LinkedIn Off the Charts Newsletter    This podcast is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and should not be relied upon for investment decisions.