Will Hamilton

speaker

539 appearances 3 recordings 1 series first heard May 2026 last heard yesterday

Will Hamilton’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

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

They made a bet, well, probably close to eighteen months ago, definitely fifteen months ago, where they actually sold out of their AI related investments.

GQG, being a

Yeah.

So they've missed for the last fifteen months this run up and markets are pretty ruthless with fund managers who are early.

Even if they ultimately prove right.

Now if

They're early.

This has been fifteen to eighteen months of early, so you

You Rad Rajiv Jayne, who is a very high profile and he's the founder of GQG, a high profile fund manager, he was a vocal critic of AI related valuations.

And it is interesting to see that the valuations where they are because of the earnings growth that you've seen in these companies, they're cheaper today than they were fifteen months ago, which is one of the reasons why I think GQG's now gone and re it looked selectively at re exposing itself to

So AI related investments.

Yeah.

So those businesses twenty times ish is not cheap, but it's a lot cheaper than it was twelve months ago.

And that's because of the earnings growth.

anyone

If fund managers' jobs to outperform, investors have a right to be frustrated when

I have a Revolute card.

So have I.

It's an incredible one.

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