Brookfield Corporation

also referred to as: brookfield

includes Brookfield Products

13 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Apr 1, 2025 by Bruce Flatt · said 19 times in 3 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Shane Parrish (15), Connor Teskey (2), Pierre Poilievre (1), Bruce Flatt (1)

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2026 2 mentions in 1 episode
2025 17 mentions in 2 episodes 9 per episode

every mention, scene by scene, with the transcript →

Everything said about Brookfield Corporation, oldest first

Apr 1, 2025
Disclosure
Flatt: Brookfield owns a substantial portion of India's telecom towers
“We own all of the telecom towers, not all, but we own a very substantial portion of the telecom towers in India. They deliver all the phone and wireless infrastructure. To many individuals in India, and that was originally built by Reliance Industries Geo. We …”
Bruce Flatt Apr 1, 2025 ▶ 6:49 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025
Assertion Not checkable as stated
Flatt: Brookfield has avoided irreparable harm over 35 years by limiting mistake size
“When we're wrong, where are we wrong? We're wrong in increment, in small ways which aren't, have, you don't know about them very much, because in the last 35 years, we've been right generally on the large things, and nothing has been irreparably harm harmful, …”
Bruce Flatt Apr 1, 2025 ▶ 1:06:16 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 neutral
Assertion Not checkable as stated
Flatt: 50% of Brookfield's current investment asset classes did not exist 20 years ago
“50% of the things that we invest in today did not exist as an investment asset class for investors like us 20 years ago.”
Bruce Flatt Apr 1, 2025 ▶ 4:18 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 neutral
Disclosure
Flatt: Brookfield produces just under half of global car starter batteries
“Look, our we make just under half of the car batteries.”
Bruce Flatt Apr 1, 2025 ▶ 20:24 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025
Insight
Flatt: Investment upside takes care of itself; downside risk is what matters
“Upside will always take care of itself, and whether you shoot for 16%, 22, 29, 18, none of those matter. They're all great. What's really important is what are the risks How, what can go wrong? How bad could it get? And how do we deal with it if that happens?”
Bruce Flatt Apr 1, 2025 ▶ 1:05:36 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025
Disclosure
Flatt: All Brookfield Balance Sheet Debt Is Single-Asset Financing
“All of our financing is asset by asset by asset by asset or business by business by business by business. So any debt that we accumulate onto our consolidated balance sheet is just the accumulation of a whole bunch of single asset financings.”
Bruce Flatt Apr 1, 2025 ▶ 39:07 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 neutral
Insight
Flatt: Simultaneous massive transactions amount to an unintended cycle bet
“If everybody made a massive transaction at the same point in time, what we're probably betting on is a cycle. And you may not want that. And if you do, you better knowingly do it.”
Bruce Flatt Apr 1, 2025 ▶ 1:07:57 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025
Disclosure
Flatt: Brookfield partners cannot pass controlling shares to family members
“When we leave the partnership, our shares that if you're an owner or controller of the partnership, they go away, they go on to somebody else. So nobody's family will ever will ever be part of this partnership. It's a meritocracy.”
Bruce Flatt Apr 1, 2025 ▶ 1:02:58 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 bullish
Assertion Supported
Flatt: Credit Spreads Are the Lowest in History
“Today, Base rates are high. We're back to five. Guess what? Spreads are the lowest they've ever been in history. We just did a thirty-year Brookfield Corporation financing, so we're borrowing money for 30 years, fixed for that time period, and it's a 125 over.”
Bruce Flatt Apr 1, 2025 ▶ 41:08 Bruce Flatt on Value, Discipline, and Durability
Mar 17, 2026 neutral
Disclosure
Teskey: Brookfield's top deal-breakers are counterparty and construction risk
“Of deals that we choose to pursue, but then, you know, in diligence or in structuring decide to walk away, there's two reasons that Are most common. One, we don't like the revenue construct or the corporate credit counterparty that backstops that revenue const…”
Connor Teskey Mar 17, 2026 ▶ 21:35 Beating the Market: Connor Teskey, CEO Brookfield Asset Management
Mar 17, 2026 bullish
Disclosure
Teskey: AI data centers and power are Brookfield's fastest-growing investment theme
“And that at a simple level is, is the data centers and the power that supports them. And that is the largest and fastest growing investment theme at Brookfield.”
Connor Teskey Mar 17, 2026 ▶ 53:31 Beating the Market: Connor Teskey, CEO Brookfield Asset Management
Mar 17, 2026 positive
Insight
Teskey: Waiting for absolute certainty in deals guarantees zero completed transactions
“There's no absolute certainties in this business. So when something feels 90% right, you do that transaction or you do that deal. And the most important thing is you do 10 of them. And you're going to be right nine times out of 10. And that's really, really go…”
Connor Teskey Mar 17, 2026 ▶ 9:02 Beating the Market: Connor Teskey, CEO Brookfield Asset Management
Mar 17, 2026 neutral
Assertion Supported
Teskey: Brookfield's balance sheet is the largest investor in Brookfield products
“Today the largest investor in Brookfield products is still Brookfield's balance sheet.”
Connor Teskey Mar 17, 2026 ▶ 33:22 Beating the Market: Connor Teskey, CEO Brookfield Asset Management
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