22min chapter

The Business Brew cover image

Bruce Berkowitz - Avoiding Disaster And Generating Returns While Doing So

The Business Brew

CHAPTER

Navigating Interest Rates and Financial Strategies

This chapter explores the intricate dynamics between interest rates and the duration mismatches of assets and liabilities, focusing particularly on commercial real estate. It discusses the strategic importance of cash reserves and the role of treasuries in financial safety during economic uncertainty, while highlighting key investment opportunities in enterprise products. Additionally, the conversation delves into the complexities of capital allocation, energy logistics, and advancements in carbon capture technologies.

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