About this episode
The episode discusses the resilience of the software industry and highlights a promising ETF amidst fears of a downturn.
Earlier this year, investors got hammered by the "SaaSpocalypse." The rise of AI sparked fears that software companies would need fewer workers, sell fewer licenses and spend heavily on technology with uncertain payoffs. Yet just a few months later, one little-known ETF — with only $2.5 million in assets — is quietly suggesting that software's death may have been slightly exaggerated. On this episode of Trillions, Eric Balchunas and Joel Weber speak with Bloomberg Intelligence ETF associate Andrey Yapp about another ETF that's having a moment: Themes Cloud Computing ETF (ticker CLOD). They discuss what makes the ETF's holdings interesting, how recent earnings challenged the AI-doom narrative, and how such a tiny fund emerged as one worth watching. See omnystudio.com/listener for privacy information.
People in this episode
Hosts: Eric Balchunas, Joel Weber
Guest: Andrey Yapp
Topics covered
- ETF
- software industry
- AI impact
- cloud computing
- investing
Keywords
- ETF
- software
- AI
- cloud computing
- investing
- Themes Cloud Computing ETF
- CLOD
- SaaSpocalypse
Mentioned in this episode
Organizations: Bloomberg
Products: Themes Cloud Computing ETF, CLOD
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