Episode Details
Back to EpisodesEp. 6: Software Crash Bargains, Income ETF Innovation & Global Diversification
Episode 6
Published 7 months, 1 week ago
Description
The SaaS apocalypse has Salesforce at its cheapest valuation ever while Goldman Sachs income ETFs see 6x growth. We break down why blue-chip software stocks trading at utility-company valuations might be the buying opportunity of the decade, explore innovative high-yield ETFs avoiding NAV erosion, and look at Visa's asymmetric setup, Hercules Capital as a quality BDC, and smart international diversification plays.