Which Aussie software stocks are ready to rebound with Jared Pohl

About this episode

The episode discusses the impact of AI on software stocks and explores which Aussie software companies may rebound.

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 Paul joins: owning losses and market reality 02:09 Has anything fundamentally changed for growth investors? 03:37 How deep the software sell-off really is 05:14 Why software isn’t the real moat 08:11 Which software companies are actually at risk 13:43 Valuations reset: opportunity or warning sign? 18:21 The bull case: AI-driven productivity and future upside 22:37 Real productivity gains vs AI washing 25:34 Quick fire: Top ASX tech stocks (At risk or not?) 32:26 Basically a value manage now - position sizing in the chaos 34:31 The final three: best business, best resource, best advice ETFs and…

People in this episode

Hosts: Bryce, Alec

Guest: Jared Pohl

Topics covered

• software stocks
• AI
• investing
• market analysis

Keywords

• SaaS
• valuations
• productivity
• ASX tech stocks

Sponsors

ECP Asset Management

Mentioned in this episode

Places: Australia

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