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Which Aussie software stocks are ready to rebound with Jared Pohl
Software stocks have been smashed as AI hype reshapes the market narrative, but is this a structural shift or a classic overreaction? Bryce and Alec sit down with ECP’s Jared Pohl to unpack what’s really changed, what hasn’t, and where investors should be looking. From moats beyond code to why some SaaS names may come out stronger.
Thank you to ECP Asset Management for sponsoring this episode and helping us keep all of our content free. To learn more about ECP, visit their website at https://ecpam.com.
In this episode:
00:00 The software sell-off and big question for investors
00:47 Jared…
The skinny
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