Brookfield Perspectives Bonus: Brookfield CEO Bruce Flatt on “The Knowledge Project” Podcast
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Apr 14, 2025 
Join Bruce Flatt, CEO of Brookfield Asset Management, a titan with $1 trillion in assets, as he dives into investment philosophies and trends. He discusses the importance of patience in investing and how digitalization is reshaping industries, particularly in energy. Tune in for insights on navigating risks post-COVID, the rise of consumer-driven economies, and the complexities of asset financing. Flatt sheds light on Brookfield's strategy and the growing acceptance of alternative assets, emphasizing the need for adaptability in today’s market.
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Investing Fundamentals Remain Constant
- Investing fundamentals remain unchanged: buy great assets, hold long, and generate cash returns.
- What has transformed is the asset classes now available, with 50% being new infrastructure sectors emerging in the last 20 years.
Passive Investing Creates Dislocations
- Passive investing creates disparities between market price and intrinsic value.
- This opens opportunities to take undervalued companies private and unlock value.
Run Private Companies on Fundamentals
- Run private companies focusing solely on fundamentals, not market price.
- Use cash flow to reinvest or pay dividends based on the business, not stock fluctuations.