Brian Kirschman
Portfolio manager at GQG Partners who explains investor skepticism about AI infrastructure spending, monetization challenges, and sector fundamentals.
Best podcasts with Brian Kirschman
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Oct 2, 2025 • 43min
OpenAI Becomes World’s Largest Startup
Nancy Tengler, CEO and CIO of Tengler Investments, shares her insights on the private market valuations of transformative tech like OpenAI. She emphasizes the investment opportunities in AI, SpaceX, and robotics. Brian Kirschman, Portfolio Manager at GQG Partners, expresses skepticism about AI infrastructure spending and highlights monetization challenges faced by companies like OpenAI. Their discussion delves into the balancing act of innovation and investor expectations in a rapidly evolving tech landscape.
Nov 26, 2025 • 43min
Closing Bell: 11/26/25
Katie Stockton, founder of Fairlead Strategies and expert technical strategist, dives into key S&P and Russell levels while sharing her sector preferences. Brian Kirschman, a portfolio manager at CQG Partners, offers a thought-provoking perspective on the sustainability of AI-driven spending, questioning the durability of investments in this area. Together, they explore market recovery trends, technical analysis, and the implications of shifting investor sentiment, particularly related to retail and tech sectors.
