💡Is your portfolio positioned for sectors that can get permanently repriced? Get a free portfolio review with Chris and the team WindRock: https://bit.ly/4vw245F

Chris Casey joins Maggie Lake to explain why SaaS stocks have crashed 30 to 60% since February and what it means heading into earnings season. He argues the real threat is not software demand alone, but the seat-based SaaS business model, as AI agents could reduce the number of paying users many platforms rely on. Chris breaks down where investors may still find resilient software companies, especially those with proprietary data, vertical integration, and mission-critical workflows. He also explains why this looks more like a trading opportunity than a long-term all-clear, and why parts of the sector may have been permanently repriced.

💡Get to Know Chris Casey: His Journey, Strategy, and Financial Philosophy: https://www.youtube.com/watch?v=l2DdcqtoBYs

💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: https://wealthion.com/real-assets

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💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

Chapters:

1:09 - Software Stocks Under Siege Heading Into Earnings

2:19 - Separating the Winners From the Wreckage

5:18 - Who Survives When AI Eats the Business Model?

7:20 - Do Any Software Companies Still Have a Real Moat?

9:44 - Could AI Actually Be a Tailwind for SaaS?

10:25 - ⭐️Wealthion Golden Nugget: Does Size Matter in the Software Shakeout?

12:16 - Can These Stocks Ever Get Back to Their Highs?

13:40 - What Comes After Software Eats the World?

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

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