Greg Peters, mentioned 6 times across podcast episodes and expert conversations analyzed by Sonic.
Credit spreads on some Magnificent Seven companies have more than doubled over the past 12 to 18 months.
The dispersion of returns in the credit market is the best it has ever been, creating significant opportunities for idiosyncratic investments.
The unsecured debt issued by Magnificent Seven companies for the AI buildout does not currently offer good value for investors.