World Model · podcast knowledge graph

Lots More With Charlie McElligott on This Week's SaaSpocalypse

2026-02-06 · 33 min · 15 entities

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Asserted relationships

  • → appeared on Odd Lots podcast
    0.68
    evidence rules-v4
    Lots More With Charlie McElligott on This Week's SaaSpocalypse
  • → appeared on Odd Lots podcast
    0.63
    evidence rules-v4
    Lots More With Charlie McElligott on This Week's SaaSpocalypse
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses News concept
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    evidence rules-v4
    Feed category: News
  • → discusses Investing concept
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    evidence rules-v4
    Feed category: Investing
  • → discusses News Commentary concept
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    Feed category: News Commentary
  • → hosted by Bloomberg company
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    Feed author/publisher: Bloomberg
  • → discusses Business News concept
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    evidence rules-v4
    Feed category: Business News

Entities found in this episode

concepts 9

  • mentioned Business concept
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    evidence rules-v4
    Feed category: Business
  • mentioned Investing concept
    0.50
    evidence rules-v4
    Feed category: Investing
  • mentioned News Commentary concept
    0.50
    evidence rules-v4
    Feed category: News Commentary
  • mentioned Business News concept
    0.50
    evidence rules-v4
    Feed category: Business News
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses News concept
    0.40
    evidence rules-v4
    Feed category: News
  • discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • discusses News Commentary concept
    0.40
    evidence rules-v4
    Feed category: News Commentary
  • discusses Business News concept
    0.40
    evidence rules-v4
    Feed category: Business News

persons 2

  • 0.72
    evidence rules-v4
    Lots More With Charlie McElligott on This Week's SaaSpocalypse
  • mentioned Lots More person
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    evidence rules-v4
    Lots More With Charlie McElligott on This Week's SaaSpocalypse

companys 2

  • mentioned Bloomberg company
    0.70
    evidence rules-v4
    Feed author/publisher: Bloomberg
  • hosted by Bloomberg company
    0.40
    evidence rules-v4
    Feed author/publisher: Bloomberg

podcasts 2

  • appeared on Odd Lots podcast
    0.68
    evidence rules-v4
    Lots More With Charlie McElligott on This Week's SaaSpocalypse
  • appeared on Odd Lots podcast
    0.63
    evidence rules-v4
    Lots More With Charlie McElligott on This Week's SaaSpocalypse
Episode description as stored
This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenly collapsed. Of course, there are plenty of things you can point to as the proximate cause of the selloff. AI is now an existential threat to SaaS. Bitcoin has seen some unflattering headlines. The nomination of Kevin Warsh as the next Federal Reserve chair stalled the debasement trade. But the way the market functions has also changed enormously, arguably leading to faster and more violent moves. On this episode, we catch up with Charlie McElligott, cross-asset macro strategist at Nomura, who explains just how much market mechanics have shifted, and talks about the flows and positioning he's seeing right now. See omnystudio.com/listener for privacy information.