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What the podcasts are saying about
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Latest attributed ideas · most recent first
24 JULTHE KNOWLEDGE PROJECT · 06:12
Growth in alternative asset management individual channel
“The speaker argued that the high-net-worth and retail channels represent the largest long-term expansion opportunity for alternative asset managers.”
In depth · 4/5Verify in source →
24 JULTHE KNOWLEDGE PROJECT · 08:52
Infrastructure strategy: long-term, inflation-linked asset derisking
“Brookfield frames its infrastructure strategy as eliminating market risk by concurrently locking in CapEx, long-term offtake agreements, construction contracts, and financing.”
In depth · 4/5Verify in source →
24 JULTHE KNOWLEDGE PROJECT · 01:21
Brookfield focuses on AI data center infrastructure
“The guest highlighted building data centers and powering AI infrastructure as Brookfield's largest and fastest-growing global investment theme.”
In depth · 4/5Verify in source →
24 JULTHE KNOWLEDGE PROJECT · 10:55
AI data centers expand into full energy chain
“The data center investment scope is expanding from basic shell-and-rack funding into full-stack infrastructure, including compute hardware, substations, and dedicated power grids.”
In depth · 4/5Verify in source →
24 JULTHE KNOWLEDGE PROJECT · 08:18
Oaktree acquisition enhances Brookfield countercyclical credit
“The strategic acquisition of Oaktree expanded Brookfield's capability to capture opportunistic credit and distressed market opportunities during economic downturns.”
Substantive discussion · 3/5Verify in source →
24 JULTHE JULIA LA ROCHE SHOW · 01:21
Big banks face structurally falling asset returns
“The bull thesis in big bank earnings relies on trading and IPO fees while core interest-earning bank assets face structurally falling returns and non-bank competition.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION