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Beating the Market: Connor Teskey, CEO Brookfield Asset Management

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Összefoglaló

Connor Teskey, a Brookfield Asset Management vezérigazgatója egy interjúban osztja meg tőkebefektetési stratégiáit. Kiemeli a veszteségek minimalizálásának fontosságát, a kockázatkezelést a piaci bizonytalanságok mellett, valamint a hosszú távú növekedésre tervezett üzleti…

Röviden

Műsor
The Knowledge Project
Megjelenés
2026. 03. 17.
Hossz
1 óra 25 perc
Témák
tőkebefektetés, kockázatkezelés, üzleti stratégia, vezetés, céges kultúra, pénzügyi piacok

Fejezetek

  1. — Introduction (00:05) State of the Union for Brookfield (04:14) Nature of Investing (07:24) The Rise to Brookfield (12:06
  2. — Ad Break (19:00) Data Center Deep Dive (22:22) How Does a Deal Come to Be? (29:34) Taking Bets Against Consensus (32:00)
  3. — Ad Break (41:55) Lived Experience Through Crashes (43:44) Where Does Talent Matter the Most at Brookfield? (47:10) Ident
  4. — When Was Brookfield the Underdog? (01:03:38) Personal Ambition Over the Next 20 Years (01:10:34) Behind The Scenes of Oa
  5. — Time Allocation (01:19:58) The Most Fun Deal to Work On ------ Newsletter: The Brain Food newsletter delivers actionable

Ebben az epizódban

Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit.

In this exclusive interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-term growth.

Discover why effective investing begins with minimizing losses, how waiting for perfect information can result in missed opportunities, the strategies Brookfield uses to manage market risk while maintaining upside potential, and the key insights he gained working alongside Bruce Flatt.

This discussion goes beyond investment strategies, offering a glimpse into Connor's perspective on decision-making in an uncertain environment, mentorship, culture, positioning, and talent.

It's a rare inside look at the operations of one of the world's most tight-lipped firms.

Enjoy! ----- Timestamps: (00:00) Introduction (00:05) State of the Union for Brookfield (04:14) Nature of Investing (07:24) The Rise to Brookfield (12:06) Your Work Ethic is in Your Control (17:30) Ad Break (19:00) Data Center Deep Dive (22:22) How Does a Deal Come to Be? (29:34) Taking Bets Against Consensus (32:00) What Happens Post Business Acquisition? (40:44) Ad Break (41:55) Lived Experience Through Crashes (43:44) Where Does Talent Matter the Most at Brookfield? (47:10) Identifying Talent (58:18) Using AI to Increase Value Not Cut People (01:01:58) When Was Brookfield the Underdog? (01:03:38) Personal Ambition Over the Next 20 Years (01:10:34) Behind The Scenes of Oaktree (01:15:17) Work and Life Harmony (01:17:54) Time Allocation (01:19:58) The Most Fun Deal to Work On ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday.

It takes 5 minutes to read, and it’s completely free.

Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠ https://x.com/shaneparrish⁠ Insta: ⁠https://www.instagram.com/farnamstreet/⁠ LinkedIn: ⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠ Follow Connor Teskey: LinkedIn: https://www.linkedin.com/in/connor-teskey-67931326b/?originalSubdomain=uk ------ Thank you to the sponsors for this episode: +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes: https://notes.granola.ai/t/b0c2c94e-a330-4f0f-a62d-beb3c946a539-009c2hma +Download The League App today and find your perfect match! https://click.theleague.com/qmhm/0vdzsmj5 +Shopify: https://shopify.com/knowledgeproject ----- * Note: ‍Shane and guests may hold positions in assets discussed in this episode.

This podcast is not investment advice, and is intended for informational and entertainment purposes only.

Nothing in this conversation should be considered investment advice, financial guidance, or a recommendation to buy or sell any security.

Always do your own due diligence or consult with a qualified financial advisor before making investment decisions.

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Említett entitások

Témák

Személyek

  • Connor Teskey

Szervezetek, cégek

  • Brookfield Asset Management
  • Granola AI
  • Oaktree

Tickerek

  • OTP

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Gyakori kérdések erről az epizódról: „Beating the Market: Connor Teskey, CEO Brookfield Asset Management”

Miről szól ez az epizód: „Beating the Market: Connor Teskey, CEO Brookfield Asset Management”?

Connor Teskey, a Brookfield Asset Management vezérigazgatója egy interjúban osztja meg tőkebefektetési stratégiáit. Kiemeli a veszteségek minimalizálásának fontosságát, a kockázatkezelést a piaci bizonytalanságok mellett, valamint a hosszú távú növekedésre tervezett üzleti… Az epizód a The Knowledge Project című magyar podcast egyik adása, megjelenés: 2026. 03. 17..

Milyen témákat érint ez az epizód: „Beating the Market: Connor Teskey, CEO Brookfield Asset Management”?

Fő témái: tőkebefektetés, kockázatkezelés, üzleti stratégia, vezetés, céges kultúra, pénzügyi piacok.

Mikor jelent meg és milyen hosszú ez az epizód: „Beating the Market: Connor Teskey, CEO Brookfield Asset Management”?

Megjelenés: 2026. 03. 17.. Hossz: 1 óra 25 perc. Az epizód a Podiverzumon hallgatható meg: https://podiverzum.hu/podcast/the-knowledge-project/beating-the-market-connor-teskey-ceo-brookfield-asset-management-ad623e25

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