Tech Strategist Ted Mortonson Talks Tech Investing on Compound Insights
Baird Tech Strategist Ted Mortonson recently joined CFA Society New York’s Compound Insights podcast to discuss the rapidly evolving technology landscape and the investment implications of AI.
In the episode, Mortonson shares his perspective on how AI-driven infrastructure spending is reshaping global markets and what it means for the future of technology investing. He also discusses how the playbook for evaluating tech companies is changing, including evolving approaches to portfolio construction and the key risks investors should be watching.
