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

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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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.