{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6478a825654260001190a7cb/6a4d44034d6f6e9e984cc262?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Software stocks got crushed. Did they have it coming?","description":"<p>The index of big US software groups has fallen by about 20 percent over the past year, as investors worry that AI will make software businesses obsolete. Today on the show, Rob Armstrong and Katie Martin make the case that enterprise software isn’t going anywhere. Also on the show: We go long the one analyst with a sell rating on SpaceX, and long “int-egg-rity” (sorry).</p><p><br></p><p>For a free 30-day trial to the Unhedged newsletter go to: <a href=\"https://www.ft.com/unhedgedoffer\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.ft.com/unhedgedoffer</a>.</p><p><br></p><p>You can email Robert Armstrong and Katie Martin at <a href=\"mailto:unhedged@ft.com\" rel=\"noopener noreferrer\" target=\"_blank\">unhedged@ft.com</a>.</p><p><br></p><p><a href=\"https://www.ft.com/content/27592b83-0fa2-4bf2-a135-c884e5b7c601?\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Read a transcript of this episode on FT.com</strong></a></p>","author_name":"Financial Times & Pushkin Industries"}