Odd Lots

Lots More With Charlie McElligott on This Week's SaaSpocalypse

February 6, 2026·33 min·4-min readconversationalfinance
Podzilla Summary (4 min)
TLDR
On February 6, 2026, global financial markets were in turmoil following a sharp reversal in previously dominant macro trades, driven by overcrowding, leverage, and a sudden shift in dollar and risk sentiment. Gold, silver, software stocks, and crypto sold off simultaneously as investors d

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Guest

C

Charlie McCallighan

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Charlie McCallighan

Companies

NomuraGoldman SachsOracleOpenAI

Topics

Artificial IntelligenceCryptocurrencyFintechInvestingMacroeconomicsStock MarketVenture Capital

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