Q+A: The SaaSpocalypse? Only if you pick the wrong companies

Q+A: The SaaSpocalypse? Only if you pick the wrong companies

Author: Fear and Greed March 23, 2026 Duration: 10:39

Software stocks have been hammered in 2026. The rise of AI coding tools — from Claude to other large language models — has sparked fears that barriers to entry are collapsing.

But according to ECP Asset Management’s Damon Callaghan, the market has overreacted. Speaking to Sean Aylmer, he argues the sell-off has been indiscriminate, and that while some software businesses will struggle, others may actually become stronger - if they have the right competitive advantages.

This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.

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Tune in each weekday for a frank and insightful look at the forces driving markets and the economy. FEAR & GREED | Business News cuts through the noise, delivering analysis you can actually apply to your own financial decisions. Hosted by seasoned journalists Sean Aylmer and Michael Thompson, this daily podcast digs into the stories behind the headlines, exploring the psychology of investing and the real-world impact of corporate moves and policy shifts. It’s not just about reporting what happened; it’s about understanding the ‘why’ and the ‘what next’. You’ll hear straightforward conversations that decode complex topics, from sharemarket fluctuations and property trends to global economic pressures and emerging opportunities. For anyone trying to navigate their own investments or simply make sense of the business world, this show offers a grounded, no-nonsense perspective. The FEAR & GREED podcast is your daily dose of context, helping you move past the emotion-driven headlines and think a little more clearly about your money.
Author: Language: en-au Episodes: 100

FEAR & GREED | Business News
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