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Bruce Flatt: The Trillion-Dollar Investor's Blueprint for Value & Future Trends

How does the CEO managing over $1 trillion invest? Bruce Flatt, CEO of Brookfield Asset Management, shares his core investing philosophy built on value, discipline, and durability. Learn how he identifies opportunities others miss and navigates massive global shifts. Key Insights Include: Timeless investing fundamentals vs. today's market changes The rise of private markets & infrastructure Major Trends: Digitalization (AI's real impact), Energy Transition, Deglobalization Brookfield's risk management & long-term compounding strategy Opportunities in insurance & annuities Building a culture of meritocracy & taking big bets This interview from The Knowledge Project offers rare insights into the mind of one of the world's most successful alternative asset managers. 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. 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 Thanks to these sponsors for supporting our show: NordVPN: EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/KNOWLEDGEPROJECT. Try it risk-free now with a 30-day money-back guarantee Shopify: Sign up for your one-dollar-per-month trial period at https://www.shopify.com/shane. All lowercase. ShipStation: Get a 60-day free trial at https://www.shipstation.com/knowledge.... OUR FREE NEWSLETTER: https://fs.blog/newsletter/ 📈  OUR MOST POPULAR INTERVIEWS 🎬  The Full Story of Naval Ravikant:    • The Angel Philosopher Naval Ravikant ...   🎬  Bill Ackman - Getting Back Up:    • Bill Ackman: Dealing with Haters, My ...   🎬  Secrets to Healthy Relationships with Esther Perel:    • Secrets to Healthy Relationships | Es...   🎙 Listen to the show  iTunes: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/1VyK52N... GET IN TOUCH 🌍 Our website - https://fs.blog JOIN OUR COMMUNITY https://fs.blog/membership/ ABOUT THE KNOWLEDGE PROJECT Like the mentor you’ve always dreamed of having, The Knowledge Project shares timely yet timeless lessons for work and life. Past guests include Naval Ravikant, Daniel Kahneman, Jim Collins, Angela Duckworth, Seth Godin, Melanie Mitchell, & Esther Perel.