Given the broader equity market leadership today following technology’s decade of dominance, how should investors think about the once-mighty tech sector? Equity portfolio manager Martin Romo finds that the pace of innovation is only increasing, and that artificial intelligence in particular has reached an inflection point. Still in its infancy, AI is following in the footsteps of mobile and the cloud in the impact it’s having on industries, companies and products. Listen as Martin shares the opportunities he’s finding in battered, but not broken, tech stocks.
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Information
- Show
- FrequencyUpdated Weekly
- PublishedFebruary 10, 2023 at 8:24 AM UTC
- Length19 min
- RatingClean