Steve Tannenbaum observes that mid-cap oil service company stocks are pricing in $70 to $75 oil, not the futures curve.

Steve Tannenbaum is seeing better value in private credit today than in the last 24 to 36 months.

Steve Tannenbaum's firm, Golden Tree Asset Management, currently finds the best value in the private asset-backed securities market.

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.

Steve Tannenbaum identifies distressed investment opportunities in the software and telecom sectors, where business models are being questioned.

Steve Tannenbaum states that historically, in a mid-cycle economy with stretched valuations and growth over 2%, credit returns are less than the coupon.

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.