0:00 Introduction

1:05 Is the September effect real?

4:52 Baskin's successful multi-baggers and performance

13:19 Feature discussion: Brookfield Investor Day

16:53 Brookfield's insider alignment with shareholder

17:55 Brookfield Corporation vs Brookfield Asset Management

20:15 Brookfield's strategy in the current economic environment

24:17 Oaktree & growth in private credit

26:50 Brookfield Corp's capital allocation strategy

30:11 Getting to $176 of value by 2029

39:37 Why we prefer BN to BAM

44:49 Succession in Brookfield

In this week's episode, Barry and Ernest discuss why buying and holding compounders works before breaking down Brookfield's Investor Day