James Kirby

speaker

9,991 appearances 43 recordings 1 series first heard Apr 2026 last heard yesterday

James Kirby’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 43 in all, peaking in Jul 2026 with 9.

Appearances

newest first · ▶ plays the moment

The Money Puzzle · Cash is king again...here's why · 21 Sep 2026 podcast

So if I understand you, this fund manager, GQG folks, American fund manager listed on the ASIC, and that fund manager stock has fallen through the floor because these guys s they they said we're out of AI, basically, 15 months ago, which is an incredibly voice-verified

Plucky thing to do. voice-verified

But they're conservative investors and they didn't like voice-verified

What they saw. voice-verified

And that's they weren't uh unusual there. voice-verified

Michael Burry, the great, the famous big short guy, he also did a big short on AI, which also failed in recent times. voice-verified

But as Will says, I suppose the killer point for them. voice-verified

That shows that they were wrong so far. voice-verified

They may be right in in they may be right tomorrow, but they are wrong so far. voice-verified

And the killer point that you make, Will, is that in fact the PE ratio, if you like, on these companies is not crazy. voice-verified

Because the earnings part has actually just mushroomed, right? voice-verified

It's like an earnings bubble, some say, but it's there. voice-verified

And it's cheaper because their profits are even bigger than correct voice-verified

expected. voice-verified

That's amazing stuff, isn't it, really? voice-verified

Yeah, cut it to Chase. voice-verified

Cut it. voice-verified

They made a big bet and they got it wrong. voice-verified

And you can be right, but that's not much conservation if you're wrong for so long. voice-verified

The opportunity cost of that is substantial. voice-verified

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