Cybersecurity Stocks' Comeback

AI didn’t kill all software. In fact, some of the big dogs in cybersecurity may be stronger than before. Ricky and Malcolm discuss: Bitcoin's return to favor, and whether it's a trade or a decade-long hold. Why CrowdStrike and Okta are rallying, and the CISO survey stat behind the next leg of cybersecurity spending. The "SaaS-pocalypse" that may still be coming, and how private equity gets hurt. Ricky's Medicare for All reporting, and the cost assumption nobody's talking about. TRICARE's opaque drug pricing, and why other developed nations pay less for U.S.-made drugs. A mailbag question on investing real money for a college asset management timeline. Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Host: Ricky Mulvey Co-host: Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices