The Knowledge Project: A Farnam Street Podcast

Connor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing

Informações:

Sinopse

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