{"podcast":{"title":"Insightful Investor","slug":"insightful-investor-6700249","podcast_index_feed_id":6700249,"rss_url":"https://feeds.captivate.fm/insightful-investor/","website_url":"https://insightful-investor.captivate.fm","image_url":"https://artwork.captivate.fm/512fdeb1-a9a0-4eea-b617-898f85f54c54/II-Podcast-Thumbnail-NEW.jpg","author":"Alex Shahidi","episode_count":127,"summary":"The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions of dollars in client assets, Alex offers unique access to some of the industry’s top thinkers. He has authored two investment books and contributed to leading journals, and he consistently ranks among the elite financial advisors by Forbes and Barron’s. As an independent and innovative voice, Alex offers a fresh take on investing. We invite you to tune in and would love to hear your feedback. https://insightfulinvestor.org/","last_synced_at":"2026-06-10T00:17:50.992557+00:00","page_url":"https://stenobird.com/podcast/insightful-investor-6700249"},"episode":{"title":"#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks","slug":"100-rajiv-jain-ai-hype-echoes-past-tech-bubble-risks","published_at":"2025-12-09T11:00:00+00:00","page_url":"https://stenobird.com/podcast/insightful-investor-6700249/100-rajiv-jain-ai-hype-echoes-past-tech-bubble-risks","show_page_url":"https://stenobird.com/podcast/insightful-investor-6700249","url":"https://insightful-investor.captivate.fm","audio_url":"https://episodes.captivate.fm/episode/8995d70e-8207-498d-bca4-7da6f99d08ea.mp3","summary":"Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations to unsustainable spending, he sees cracks forming beneath the surface. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC (\"Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission (\"SEC\"), which does not imply any particular level of skill or training. Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person. While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date. The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions shou…","meta_description":"Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2733,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insightful-investor-6700249/episodes/100-rajiv-jain-ai-hype-echoes-past-tech-bubble-risks/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/insightful-investor-6700249/100-rajiv-jain-ai-hype-echoes-past-tech-bubble-risks.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}