What We Learned From The Software Sell-off | He Said, She Said with The Wall Street Skinny

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7 • 836 Ratings

🗓️ 9 February 2026

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan, Guy Adami, Kristen Kelly and Jen Saarbach discuss the recent happenings in the stock market, with a focus on the significant shift in sentiment towards SaaS companies. They explore how AI investments and the ensuing financial implications are affecting market valuations. The conversation touches on several key areas, including Microsoft's fluctuating performance, the role of rising interest rates, and the broader impact on the credit markets, especially in private equity and private credit. Additionally, the panel discusses the recent volatility in the cryptocurrency market, questioning Bitcoin's role as digital gold and the structural issues within the crypto ecosystem. They also examine the intriguing financial strategies and market maneuvers of Elon Musk's companies, particularly the recent merger between SpaceX and xAI. The episode concludes with a look at potential market rotations into sectors like financials and energy, as well as the upcoming challenges posed by macroeconomic conditions and the new Federal Reserve chair. Article Mentioned Hedge Fund’s Bet on Liquidity Over Private Credit Is Paying Off (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:48.2	To explore more about IConnections, its events and gain access to the members-only
0:51.6	platform, visit iConnections.io.
0:54.5	All right, welcome to the Risk Reversal podcast.
0:57.4	I am Dan Nathan.
0:58.3	That is Guy Dami.
0:59.5	This is one of our favorite things to do all week, Guy.
1:03.9	We do this on Friday mornings.
1:05.8	It drops.
1:06.4	You're listening to this on a Monday morning.
1:08.3	What are we doing here?
1:09.3	We're doing what we call. He said,
1:12.2	she said, and if memory serves, which it typically does, this is our fifth installment of said
1:19.0	show. Yeah. And so you guys know, Kristen Kelly, Jen Sauerbach, of the Wall Street,
	...

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