Rajiv Jain
CIO and founder of GQG Partners, offering a cautious view on the AI boom, valuation risks, and which industries may ultimately benefit.
Top 3 podcasts with Rajiv Jain
Ranked by the Snipd community
73 snips
Feb 20, 2024 • 1h 10min
#8 - Rajiv Jain: Stocks, GQG, Adaptability
The podcast discusses Rajiv Jain's success in running a global equity firm, the importance of adaptability in investment strategies, the challenges of market dynamics, embracing disagreements and diverse viewpoints in decision-making, and navigating market cycles while adhering to investment fundamentals.
Aug 2, 2019 • 1h 6min
Rajiv Jain Discusses Portfolio Management
Rajiv Jain, Chairman and Chief Investment Officer at GQG Partners, discusses portfolio management and investment decisions, including market efficiency, quality, and opportunities in India. They also talk about the shift towards passive investing and the challenges of managing both US domestic and international equities. Additionally, they explore navigating inflection points in portfolio management, behavioral finance, and anchoring bias.
Dec 30, 2025 • 2h 1min
#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)
Join Greg Chernow, a fixed income expert, and John Gray, president of Blackstone, as they dive into inflation’s unpredictability and the essentials of great leadership. Rajiv Jain raises caution about the AI boom while Dr. Leonard Kleinrock reminisces on the internet's origins, highlighting valuable lessons for AI. Brock Sutton discusses AI as a general-purpose technology, emphasizing collaboration with humans. Jeffrey Gundlach warns of a new era marked by rising interest rates, while Bob Prince identifies critical U.S. fiscal vulnerabilities.
