Rajiv Jayan

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1 mentions 1 recordings first heard Jun 2026 last heard 17 Jun ±0 this month

Guest expressing caution on AI‑related investments

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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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