The Art of Value cover image

The Art of Value

Brookfield CEO Just Said This Re: Stock Market, AI, China, Energy

Jun 18, 2023
11:51

In this episode I summarize and discuss a recent panel interview with Bruce Flatt, CEO of Brookfield and often referred to as the Canadian Warren Buffett. Flatt gave his thoughts on today’s stock market, what he thinks is currently overhyped, long term investing, investing in China, and the renewable energy transition.


Timestamps:

00:00 Intro: Bruce Flatt and Brookfield

01:10 Brookfield’s super-investor shareholders

02:20 What’s overhyped right now

04:13 What's under-appreciated right now

04:53 Compounding wealth and when to invest

06:20 Outlook for the stock market, and investing positivity 

06:50 Stock market distractions and private investing

07:16 Investing in China

09:06 The energy transition to renewable energy

10:08 Final thoughts on long term investing  


Related content:

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”

https://youtu.be/QP496jwcumk


Full Forbes Iconoclast Summit panel discussion with Bruce Flatt

https://youtu.be/iGnYQUplOOo


The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664


Using a referral link helps support the pod, thanks!


I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link):

https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581


Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode