The World’s Best Investor? Bruce Flatt’s Unpopular Rule That Built a Trillion $ Empire

Описание: The unpopular rule behind Brookfield’s trillion-dollar empire: protect downside, compound durability, and ignore the crowd.

In this conversation:
25 years of change: passive flows, privatization, and de-globalization reshaped where returns live
Where value hides now: data centers, low‑carbon transition, and repatriated manufacturing
Rates, risk, and debt: how Brookfield underwrites in a higher cost-of-capital world
Private markets and insurance: why annuities and balance-sheet design matter to compounding
Process over prediction: a 6-step decision cadence, accountability, and post-mortems that actually teach
Talent systems: how Brookfield trains investors to think in cycles, not quarters

what you’ll learn:
the 1 rule that prevents permanent loss (and why it beats forecasting)
a simple map to today’s real assets: where durability and cash yield stack
how to underwrite with higher rates without missing dislocations
the 3-part flywheel behind Brookfield’s insurance and private-markets engine
a repeatable process: cycles, checklists, and post‑mortems that compound judgment

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Bruce Flatt is CEO of Brookfield, one of the world’s largest alternative asset managers, overseeing more than a trillion dollars in assets across real estate, infrastructure, renewables, transition, and private equity.
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Timestamps:

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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