How to play the sector
00:00 Josh Scott, it is great to see you. So let’s talk about this software sector, Scott. I mean if you look at the IGV, so your software ETF, uh, not good, Scott. It is well in the red already this year. Over the past year, it’s gone nowhere. What is the issue here, Scott? […]
How to play software stocks now
00:00 Speaker A Maybe to start, Brent, kind of a bigger picture question I had for you, because I think when a lot of investors, Brent, they think of your coverage universe, they think of software names. They think, okay, these are these are relatively tariff resistant, but there can be kind of downstream effects […]