The Biggest IPO In History Isn’t What You Think It Is

About this episode

Sid Jain discusses the emergence of AI in trade within emerging markets and the truce between Microsoft and OpenAI.

Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI. Patrick Boyle is a hedge fund manager, a university professor and a former investment banker. Sid Jain is a Deputy Portfolio Manager at GQG Partners. Get your tickets to the Prof G Markets tour Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

People in this episode

Host: Ed

Guest: Sid Jain

Topics covered

• IPO
• emerging markets
• AI trade
• Microsoft
• OpenAI
• hedge funds

Keywords

• IPO
• emerging markets
• AI
• Microsoft
• OpenAI
• hedge fund
• investment banking

Mentioned in this episode

Organizations: GQG Partners, Microsoft, OpenAI, Prof G Markets, Vox Media Podcast Network

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