What finance podcasts said about markets on 1 September 2026

The host argued the 'SaaSpocalypse' sell-off in software stocks was a moment of market irrationality and herd mentality, creating a buying opportunity for strong software companies. Instagram Follow Ed (US financial commentator for the Financial Times and author of the Unhedged Newsletter) argued it on Prof G Markets’s “Why Bessent Tried To Rescue The Bond Market (And Failed)”, aired 1 September 2026. The host presented a case study, stating that during the AI-driven panic in February, the market incorrectly priced traditional software companies like Salesforce and Adobe as dead, ignoring their continued strong earnings power.