Cybersecurity Stocks' Comeback

AI didn’t kill all software. In fact, some of the big dogs in cybersecurity may be stronger than before. Ricky and Malcolm discuss: • Bitcoin's return to favor, and whether it's a trade or a decade-long hold. • Why CrowdStrike and Okta are rallying, and the CISO survey stat behind the next leg of cybersecurity spending. • The "SaaS-pocalypse" that may still be coming, and how private equity gets hurt. • Ricky's Medicare for All reporting, and the cost assumption nobody's talking about. • TRICARE's opaque drug pricing, and why other developed nations pay less for U.S.-made drugs. • A mailbag question on investing real money for a college asset management timeline. If you enjoy thoughtful conversations about investing, markets, behavioral finance, and the economy, subscribe and join the conversation in the comments. Contact us: thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks