Billionaire Investor Reveals The Three Trends Reshaping Our World Economy

Brookfield CEO Bruce Flatt reveals the investment philosophy behind building one of the world's largest alternative asset managers with over a trillion dollars under management.

What separates Brookfield from competitors? Patient capital: the discipline to wait for extraordinary opportunities and the financial strength to act when others can't.

00:00:00 Welcome, Bruce
00:00:54 Changes in Investing Over the Past 25 Years
00:02:50 How Private Enterprise Has Built Our Tech Infrastructure
00:05:07 Implications and Opportunities of Passive Investing
00:09:55 Advantages of Private Companies
00:13:23 Three Investment Themes
00:15:58 Winners in Digitalization
00:17:32 Application of Artificial Intelligence in Businesses
00:22:30 Transition to Low-Carbon Energy
00:26:11 Future of Data Centers
00:28:19 De-globalization of Industry
00:30:46 Implications of Manufacturing Repatriation
00:31:58 Long-term Prospects for America
00:33:14 Future of the U.S. Economy
00:34:26 Changes in Real Estate
00:38:44 Approach to Risk and Debt
00:40:12 Impact of Interest Rates
00:43:11 Managing Market Dislocations
00:44:54 Long-term Investing Strategy
00:47:31 History and Future of Brookfield
00:50:19 Exploration of Private Markets and Insurance
00:51:12 Investment Decision Process
00:53:06 Introduction to Annuities
00:55:27 Expansion into Other Insurance Businesses
00:57:42 Understanding Brookfield's Structure
01:02:45 Talent and People Management at Brookfield
01:05:22 Focus on Downside Protection
01:07:27 Accountability in Investment Decisions
01:08:56 Understanding Investment Cycles
01:10:38 Learning and Training in the Organization
01:11:30 Postmortem Analysis of Investments
01:13:38 Consideration of Geopolitical Risks
01:16:43 Investing with Own Capital First

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The opinions shared on this podcast belong solely to those expressing them. Hosts and guests may hold positions in the securities discussed. This podcast is intended to provide general information only and should not be considered financial advice.

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