DiscoverAuthentically Active: The ClearBridge PodcastTargeting Opportunities from the Software Selloff
Targeting Opportunities from the Software Selloff

Targeting Opportunities from the Software Selloff

Update: 2024-09-25
Share

Description

ClearBridge Analysts Hilary Frisch and Tom Mao join Jeff Schulze to discuss the drivers of a recent slowdown for software stocks and the important role software will play in the next phase of AI adoption.
Comments 
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Economic Outlook 2025: Will U.S. Exceptionalism Continue?

Economic Outlook 2025: Will U.S. Exceptionalism Continue?

2024-11-2135:12

Targeting Opportunities from the Software Selloff

Targeting Opportunities from the Software Selloff

2024-09-2523:19

Midyear Equity and Economic Outlook: What the Internals Are Telling Us

Midyear Equity and Economic Outlook: What the Internals Are Telling Us

2024-06-2538:37

Transport Stocks on the Road to Recovery

Transport Stocks on the Road to Recovery

2024-05-2223:32

Where Innovation and Sustainability Meet

Where Innovation and Sustainability Meet

2024-04-2927:12

Infrastructure and Utilities Are Powering AI & Data Growth

Infrastructure and Utilities Are Powering AI & Data Growth

2024-04-1729:32

Are Mega Caps Still Magnificent?

Are Mega Caps Still Magnificent?

2024-04-0332:22

Let's Make a Deal: Energy Edition

Let's Make a Deal: Energy Edition

2024-03-0421:29

Jeff Schulze on WealthTrack: Stay Invested Through Downturn

Jeff Schulze on WealthTrack: Stay Invested Through Downturn

2023-12-0415:49

Economic Outlook 2024: The Year of Lagged Effects

Economic Outlook 2024: The Year of Lagged Effects

2023-12-0138:31

Dividend Dynamics in a High-Yield World

Dividend Dynamics in a High-Yield World

2023-11-1625:19

ClearBridge Multi Cap Growth Strategy 3Q23 Update

ClearBridge Multi Cap Growth Strategy 3Q23 Update

2023-10-1708:13

Why Biodiversity Should Matter for Investors

Why Biodiversity Should Matter for Investors

2023-09-2931:42

Can Earnings Sustain the Bull Market?

Can Earnings Sustain the Bull Market?

2023-08-2223:03

The Diabetes and Obesity Market Opportunity

The Diabetes and Obesity Market Opportunity

2023-07-1419:29

Generative AI: Fact and Fiction

Generative AI: Fact and Fiction

2023-06-0720:29

Sticking with the Essentials: the Case for Consumer Staples

Sticking with the Essentials: the Case for Consumer Staples

2023-03-1524:15

Decarbonizing Industry

Decarbonizing Industry

2023-02-1722:01

ClearBridge 2023 Economic Outlook: Handicapping the Most Anticipated Recession Ever

ClearBridge 2023 Economic Outlook: Handicapping the Most Anticipated Recession Ever

2022-12-0227:17

Could Earnings Resets Boost Technology Stocks?

Could Earnings Resets Boost Technology Stocks?

2022-11-1227:04

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Targeting Opportunities from the Software Selloff

Targeting Opportunities from the Software Selloff

digimkt@ClearBridge.com (ClearBridge Investments, LLC)