Insightful Investor

#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks

Insightful Investor ›

45:33 | Dec 9th, 2025

Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations to unsustainable spending, he sees cracks for...Show More



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