EPISODE · Apr 16, 2026 · 19 MIN
Talking Markets Podcast (Artificial Intelligence) with Mike Lippert (Baron Capital)
Mike Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging conversation with Bryan Contreras and Dan Cassidy from UBS Studios about how this quickly evolving technology is challenging the SaaS business model, the growing capabilities of AI agents, where opportunity exists today for AI-investment, and more.
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Talking Markets Podcast (Artificial Intelligence) with Mike Lippert (Baron Capital)
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