This podcast features an interview with Bruce Flatt, discussing Brookfield's investment strategies and outlook. The conversation covers Brookfield's long-term investment thesis, focusing on the continued digitalization, deglobalization, and renewable energy transition. Flatt highlights significant investment opportunities in the US and Europe, particularly in data centers driven by AI advancements, and the growth potential of private credit. He emphasizes Brookfield's approach as a local investor in various countries, adapting to evolving market conditions. The interview concludes with Flatt's perspective on the transformative impact of AI on productivity and investment returns, potentially leading to a prolonged period of economic strength.
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