Don't sleep on software

Alex King from Growth Investor Pro (seekingalpha.com/checkout/mp_1221?source=ie_po…) discusses the seekingalpha.com/author/cestrian-capital-resea… difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole = volatility (13:40) Semis and software (16:25) Cybersecurity and agentic AI (seekingalpha.com/news/4635492-agentic-ai-in-cy…) (20:40) Tech earnings season (33:50)

Show Notes:
Ice Cold, Zen-Like Investing With Alex King (seekingalpha.com/article/4833488-ice-cold-zen-…)

Episode transcripts (seekingalpha.com/author/investing-experts-podc…)

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions?source=ie_podca…