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Bloomberg Surveillance

Single Best Idea with Tom Keene: Ted Mortonson

Bloomberg Surveillance

Bloomberg

Investing, Business News, Business, News

3.81.2K Ratings

🗓️ 9 April 2026

⏱️ 4 minutes

🧾️ Download transcript

Summary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversation with Baird’s Ted Mortonson.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

When the rest of the markets slow down, the futures market keeps moving.

0:04.9

Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity?

0:12.0

In the ETF markets, volume and liquidity lessens after 4pm until the next morning.

0:17.1

But with futures, you get trading opportunities both day and night.

0:21.1

Learn more at CMEgroup.com slash equity futures.

0:28.3

Bloomberg Audio Studios, Podcasts, Radio News.

0:40.3

A single best idea, and today, in a special edition, one single tape.

0:44.3

This is not about economics, finance, investment, or international relations.

0:49.3

It's not about his true expertise in technology.

0:53.3

And this is Ted Mortensen of Baird.

0:55.7

And yes, he's another technology analyst, except no, he's not.

1:01.6

He is a retired lieutenant commander of the U.S. Navy, and he is expert at what we're all

1:08.8

witnessing in the war of soldiers and enlisted types placing our material

1:14.7

into the air as we saw with a rescue in the last five, six days in Iran. A one single long

1:24.5

conversation in answer from Lieutenant Commander Mortensen.ensen number one i think they've got to be

1:31.1

treated with humanity uh i worry about the people on the force the exhaustion yes the exhaustion take the

1:37.8

people on the ford uh that were on the med they've been out to see almost nine months. And I did three deployments and I was extended

1:46.9

once. Your mind and body can only do it for roughly six months because you're going every

1:53.0

day. Now nine months I can't even imagine. And we have a carrier problem. We have, you know,

1:59.9

we just got a logistical problem on having two carriers in market during a major conflict.

2:04.6

So that's number one, but, you know, that carrier could be out for one year.

2:09.6

That comes at a sacrifice, not only the people on it, but the machine on it.

...

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