Understanding the mind of Bruce Flatt, Brookfield CEO [EP. 43]
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com (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