Skip to content
Sonic
AI
Sonic
AI
Home
Discover
Ask Sonic
Projects
Use with Claude or ChatGPT
Show me around
Request source or feature
Steve Tannenbaum, Sonic AI
Home
/
Discover
/
Steve Tannenbaum
S
Steve Tannenbaum
Person
7
Mentions
Episodes
7
Claims
Claims
By Source
Timeline
All
(7)
Business
(6)
Healthcare
(0)
Government
(0)
Tech
(1)
Energy
(0)
Science
(0)
Geopolitics
(0)
Steve Tannenbaum observes that mid-cap oil service company stocks are pricing in $70 to $75 oil, not the futures curve.
Expert perspective
Steve Tannenbaum
Jun 3
Steve Tannenbaum is seeing better value in private credit today than in the last 24 to 36 months.
Expert perspective
Steve Tannenbaum
Jun 3
Steve Tannenbaum's firm, Golden Tree Asset Management, currently finds the best value in the private asset-backed securities market.
Expert perspective
Steve Tannenbaum
Jun 3
Steve Tannenbaum questions whether the massive investment in AI infrastructure will be justified or if it will become an overinvestment similar to underwater fiber optic cable.
Expert perspective
Steve Tannenbaum
Jun 3
Steve Tannenbaum identifies distressed investment opportunities in the software and telecom sectors, where business models are being questioned.
Expert perspective
Steve Tannenbaum
Jun 3
Steve Tannenbaum states that historically, in a mid-cycle economy with stretched valuations and growth over 2%, credit returns are less than the coupon.
Expert perspective
Steve Tannenbaum
Jun 3
Steve Tannenbaum notes that public equities for cable companies like Comcast, Charter, and Cable One are hitting 52-week lows, while their debt is not reflecting the same level of distress.
Expert perspective
Steve Tannenbaum
Jun 3
Sign up free to see the full entity analysis
Get started free
Back to Entities
Entity Detail