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Skeptical About AI Rally: GQG Partners’ Kersmanc

GQG Partners Portfolio Manager Brian Kersmanc says he is skeptical about AI returns, rising AI valuations and circular debt in the AI space. Kersmanc joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…

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GQG Partners Portfolio Manager Brian Kersmanc says he is skeptical about AI returns, rising AI valuations and circular debt in the AI space. Kersmanc joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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2 Comments

2 Comments

  1. @Unamatrix01

    October 2, 2025 at 3:54 pm

    Outstanding and succinct analysis.

  2. @spyyy3

    October 2, 2025 at 6:30 pm

    Best analysis so far

    Amazing how he laid out thoughtfully many concerns the markets are ignoring

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Bloomberg Technology

NASA’s Artemis II Lifts Off | Bloomberg Artemis II Special 4/1/2026

Bloomberg’s Ed Ludlow and Loren Grush bring special coverage of NASA’s  Artemis II launch live from Kennedy Space Center on Florida’s Space Coast.  NASA’s crew of astronauts launched to space and reached a stable orbit, kicking off a landmark journey that will take them closer to the lunar surface than anyone has been in more…

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Bloomberg’s Ed Ludlow and Loren Grush bring special coverage of NASA’s  Artemis II launch live from Kennedy Space Center on Florida’s Space Coast.  NASA’s crew of astronauts launched to space and reached a stable orbit, kicking off a landmark journey that will take them closer to the lunar surface than anyone has been in more than 50 years.
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Bloomberg Technology

Tesla’s Sales Miss, Next Stage of NASA’s Moon Mission | Bloomberg Tech 4/2/2026

Bloomberg’s Tim Stenovec discusses the roller coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And, NASA’s Artemis II crew prepares to fire…

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Bloomberg’s Tim Stenovec discusses the roller coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And, NASA’s Artemis II crew prepares to fire their engines toward the moon.

Chapters:
00:00:00 – Intro
00:05:30 – Tesla’s EV Sales Miss Expectations Again
00:17:27 – Chime Targets Higher Earners With New Accounts
00:33:57 – Kyndryl Launches Agentic Service Management
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

AI Needs to Be Controlled Properly: Kyndryl CEO

Kyndryl is launching a new service to help companies manage AI agents and get better returns from their investment on the tech. Kyndryl CEO Martin Schroeter joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Kyndryl is launching a new service to help companies manage AI agents and get better returns from their investment on the tech. Kyndryl CEO Martin Schroeter joins Tim Stenovec on “Bloomberg Tech.”
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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