Bruce Flatt

17 statements across 1 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement Apr 1, 2025 by Bruce Flatt · said 17 times in 2 episodes since 2022 · across every show →

On the record as a speaker too: Bruce Flatt's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Shane Parrish (12), Connor Teskey (5)

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2026 15 mentions in 1 episode
2022 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Bruce Flatt, oldest first

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
Disclosure
Flatt: Brookfield is building $13B in power plants for Microsoft
“We're building from Microsoft thirteen billion dollars of power plants.”
Bruce Flatt Apr 1, 2025 ▶ 45:05 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 positive
Insight
Flatt: Great long-term investors preserve capital and deploy during market recoveries
“Coming out of recessions or cycles, coming out of the bottom, what's most important is just have everything you have intact. Do not lose anything, do not lose too much, and keep going, because there'll be many people who will have lost stuff. What's even bette…”
Bruce Flatt Apr 1, 2025 ▶ 43:46 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 positive
Insight
Flatt: Major productivity transformations take longer but deliver larger impact
“Usually, usually it happens in greater amounts, but it takes longer periods of time, and takes slower than you think it would happen.”
Bruce Flatt Apr 1, 2025 ▶ 34:03 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 bullish
Opinion
Flatt: Worst Real Estate Disruption From Rate Hikes Is Far Behind
“Look, over the last five years, because of COVID and because other things, and because interest rates went up by 405 hundred base points all of that disrupted the real estate market, but the worst is behind us by far. We're looking in the rearview mirror by wh…”
Bruce Flatt Apr 1, 2025 ▶ 36:39 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 neutral
Prediction Held up
Flatt: Short-Term Interest Rates Will Fall Another 50 to 100 Basis Points
“I'm sure we're going to see another few hundred, a few, another 50, a hundred base points off of the short rates, and we're going to settle into just a regular range of rates.”
Bruce Flatt Apr 1, 2025 ▶ 42:25 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 positive
Disclosure
Flatt: Brookfield successfully took a $6B unindexed shipping company private
“So we took a large container shipping company private. It had one analyst and nobody following it. It fit in no indexes. It was a six billion dollar company. And we took it private and it's been an exceptional investment.”
Bruce Flatt Apr 1, 2025 ▶ 8:54 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 neutral
Insight
Flatt: Commodity Real Estate Underperforms While Top Quartile Thrives
“If you own almost today commodity anything, it's bad. If you own commodity office, bad. If you own commodity retail, bad. You own commodity industrial, bad. In fact, if you own commodity hotels, bad. If you, what's great today is all of those things in the top…”
Bruce Flatt Apr 1, 2025 ▶ 35:57 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025
Disclosure
Flatt: Brookfield is building a $32B fabrication plant with Intel
“We're building with Intel a thirty two billion dollar fabrication plant in Arizona.”
Bruce Flatt Apr 1, 2025 ▶ 45:10 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025
Insight
Flatt: Flawed investment decisions are far worse than mistiming the market
“The unsuccessful ones are harder to identify what happened. But often there are reasons why, and it either comes down to execution. You didn't execute properly. You had you missed time the market. Or you just made a bad, bad, flawed investment decision. And th…”
Bruce Flatt Apr 1, 2025 ▶ 1:11:33 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025
Assertion Supported
Flatt: Brookfield's parent company achieved 19% annualized returns over 30 years
“The point is, we've earned, our parent companies earn 19% return, annualized returns for 30 years.”
Bruce Flatt Apr 1, 2025 ▶ 46:07 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 positive
Assertion Not checkable as stated
Flatt: Most available data center sites are pre-contracted for 20 years
“Most sites today that are available to be built are already contracted to somebody for the next 20 years.”
Bruce Flatt Apr 1, 2025 ▶ 27:18 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 negative
Insight
Flatt: Passive investing creates wide price-to-value disparities for non-index companies
“For some companies, smaller, mid-size, don't fit indexes, they will be lost within public markets investing. Because active, ah, investors may not be investing in those sectors anymore, and if you don't fit the indexes, you have no buyers. Increasingly, though…”
Bruce Flatt Apr 1, 2025 ▶ 7:45 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025 negative
Disclosure
Flatt: Brookfield's worst mistakes happen when pushing into adjacent unfamiliar areas
“Sometimes we're pushing Out into areas which are adjunct to what we do, and we probably shouldn't have. We really didn't know what we were doing. And not often does it happen, but once in a while.”
Bruce Flatt Apr 1, 2025 ▶ 1:12:17 Bruce Flatt on Value, Discipline, and Durability
Apr 1, 2025
Disclosure
Flatt: Brookfield uses osmotic learning and has no private offices
“In general, we don't do training. Quote, unquote. But every day, every single person in this organization is learning. And it's a learned by osmosis process. We have open plan in the place, including myself, never had an office and people talk to one another a…”
Bruce Flatt Apr 1, 2025 ▶ 1:10:35 Bruce Flatt on Value, Discipline, and Durability
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