Understanding the mind of Bruce Flatt, Brookfield CEO [EP. 43]

Newcomer Investor

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(0:00) - Intro

(1:13) - Canadian National Railway is now my 3rd largest position

(3:00) - Other updates: Sold some Google; bought some XEI, VFV, GRT.UN; placing a Limit sell on AC

(4:16) - I must select people to put my faith

(6:13) - Play the long game

(7:59) - Negative sentiment means it is time to buy

(9:35) Why private assets are attractive: no distraction

(12:42) - Be bullish, but prepared

(14:33) - Transition & renewables

(17:15) - Where does Brookfield stand on China?

(19:48) - Closing thoughts

Listen to the full interview here: https://youtu.be/iGnYQUplOOo