DBX - SaaS Stocks: A Post-Fed Winner But Mind The Hangover (Podcast)

• The Fed's meeting was the (expected) smallest of tone shifts, rather than a major policy adjustment.
• One of the sectors that emerged as a winner in the market's eyes? SaaS (software as a service) stocks. New boss, same as the old boss.
• Covid winners have held up better than some might have feared, even with some real drawdowns, but the true comps tests are only just beginning.
• We break down the Fed's approach and what the risks or effects are on investor behavior.
• We also go into the SaaS sector with Zoom, PagerDuty, and Workday as leading examples.

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