The host believes Brookfield Asset Management (BAM) is very cheap and likely bottoming. Its roughly 4.4% dividend yield is projected to grow 15% annually, the forward P/E is below its historical median, and fee-related earnings keep compounding despite private-equity redemption fears, with fundraising expected to hit a record. His DCF suggests 15% to 20% annual total returns over five years, so he keeps buying and has made it an over 6% position.