Rajiv Jayan

person
1 mentions 1 recordings first heard Jun 2026 last heard 17 Jun ↑1 vs the 6 months before

Guest expressing caution on AI‑related investments

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Peak in the week of 17 Jun — 1 mentions across 1 series.

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Ted SeidesCapital Allocators – Inside the Institutional Investment Industry · WTT: AI: Fundamentals, Valuation, and the Next Allocator Dil... · 3:03 · 17 Jun
…On the other hand, Rajiv Jayan from GQG is avoiding hyperscalers and AI-related businesses.…
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