Person

Steve Tananbaum

GoldenTree Asset Management

Artwork for The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?
The Bridge by iCapitalSteve Tananbaum

The Bridge Ep. 9 | Software's on Sale. Is the Correction Over?

Steve Tananbaum argues software valuations have fallen sharply, but the correction may still be only halfway done. He connects that view to a broader philosophy of buying transitions with downside protection, while seeing selective opportunities in stressed, structured, and private credit.