Getting carried away with Brookfield
Update: 2025-09-24
Description
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
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