Getting carried away with Brookfield
About this episode
This week, Barry and Ernest provide an update onBrookfield after its annual investor day, before breaking down Adobe's earnings and business updates.
0:00- Intro
6:40- Brookfield annual investor days
9:38- BAM's AI strategy
17:27- BAM's retail opportunity
18:51- BAM carried interest
20:41- BN's insurance business
31:48- BN's real estate update
35:19- How BN's insurance growth benefits BAM
39:39- Adobe update
Get every episode summarized
Each time Long Term Investing - With Baskin Wealth Management publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Long Term Investing - With Baskin Wealth Management
What's next for Canadian banks?
Long Term Investing - With Baskin Wealth Management
Financial Planning Special
Long Term Investing - With Baskin Wealth Management
Constellation Software's New Era
Long Term Investing - With Baskin Wealth Management
The Greg Abel Era at Berkshire
Long Term Investing - With Baskin Wealth Management