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
Trend
Peak in the week of 17 Jun — 1 mentions across 1 series.
Moments
newest first · ▶ plays the momentTed 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.…
All 1 moments