GQG’s Rajiv Jain on bold moves, growth of capital and global markets

GQG’s Rajiv Jain on bold moves, growth of cap...

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The New AI Trades

Goldman Sachs Research’s Ryan Hammond explains how AI disruption is creating large sector rotations even as equities continue to move higher. This episode was recorded on February 11, 2026. The opinions and views expressed herein are as of the date of publication, subject to chan ...  Show more

Fundamentals Still Matter: Lone Pine’s David Craver

David Craver, co-chief investment officer of Lone Pine Capital, discusses the evolution of market structure, the opportunities in AI, and the factors driving the firm’s long-term fundamental-based investing. This episode was recorded on January 28, 2026. The opinions and views ex ...  Show more

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