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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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6 months ago

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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

  1. @Unamatrix01

    October 2, 2025 at 3:54 pm

    Outstanding and succinct analysis.

    Reply

  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

    Reply

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