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

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Text version: https://stenobird.com/podcast/prof-g-markets-6899881/the-biggest-ipo-in-history-isn-t-what-you-think-it-is.md
Podcast: [Prof G Markets](https://stenobird.com/podcast/prof-g-markets-6899881)
Published: 2026-04-28T08:15:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP1956619616.mp3?updated=1777346137
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP1956619616.mp3?updated=1777346137
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Duration seconds: 2236

## Resource

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

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## Transcript

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