The Brookfield Perspectives podcast episode for the end of 2025 reflects on the year's Investor Conference in Phoenix, Arizona, where over 400 private market investors gathered. The discussion highlights long-term investment themes such as AI infrastructure, the increasing demand for power, and private credit. Speakers like Connor Teske and Stuart Upson emphasize the growth of AI and its infrastructure needs, while Sikandar Rashid addresses the sustainability of AI growth. Natalie Ademate and Gail Miller discuss the increasing demand for clean energy and the challenges of grid infrastructure. Brookfield CEOs, including Bruce Flatt, touch on reindustrialization, real asset development, and the influence of private credit. Lowell Barron and Craig Noble share insights on real estate and private credit markets, and Anuj Ranjan discusses opportunities in the private equity sector, particularly in industrials. The episode concludes by emphasizing the importance of connecting the dots between technology, data, and operational expertise for future success.
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