Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Zaid

๐Ÿ‘ค Speaker
1564 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

And now we're looking at potentially zero cuts.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

I'm really curious to see how Kevin Walsh is going to handle the pressure because obviously he's getting pressure from one end and then obviously the pressure from the other end.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

So I'm really curious to see how that's going to play out.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

And I'm really happy that you brought that up because I think you're right.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

I think a lot of people assume that it's Kevin Walsh's decision, whatever he says goes.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

There's a committee of 13-plus people on the Fed that makes that decision.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

So we'll see how that plays out.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Okay, last question before we wrap up here.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

One of the things that you said, so you were right about the Fed rate cuts you went under.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

You were right about the IEPA tariffs being struck down.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

One thing that you did say the last time we talked was you were bullish on the MAX 7 versus the S&P 493.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Obviously, that hasn't worked out in Q1.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Do you still, um, are you sticking with that call for the remainder of the year?

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

I love it.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

You got me convinced.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Jason, I really appreciate you coming on.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

We got to do this every quarter because this was great.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

It was good to kind of look back at Q1 or Q4.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

And maybe I'm excited to see what happens in Q2.

The Rundown
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

So we'll call you back in a few months.