Ep. 6: Software Crash Bargains, Income ETF Innovation & Global Diversification

from Informed Investing · host Informed Investing

The SaaS apocalypse has Salesforce at its cheapest valuation ever while Goldman Sachs income ETFs see 6x growth. We break down why blue-chip software stocks trading at utility-company valuations might be the buying opportunity of the decade, explore innovative high-yield ETFs avoiding NAV erosion, and look at Visa's asymmetric setup, Hercules Capital as a quality BDC, and smart international diversification plays.

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This episode is 18 minutes long.

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This episode was published on February 27, 2026.

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