103: CJ Gustafson - The Silent Recession: Why Product Leaders Need CFOs Now

PRODUCTEA with Leah, Growth & Senior Leadership - A podcast by Leah Tharin - Sundays

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Business

CJ Gustafson (ex-PWC tech CFO, finance provocateur) unpacks how tariffs and economic chaos are gutting SaaS valuations, why AI budgets are CEOs’ midlife crisis splurges, and how to recession-proof your product strategy. Timestamps & Key Moments 00:00 - Tariffs: The SaaS Killer You Didn’t See Coming $1.8T wiped from global equities overnight (worst drop since COVID). Median SaaS multiples crash below 5x forward revenue: “Your customers move atoms, even if you don’t.” 07:46 - CFO Surviv...