Name: Steven Tananbaum on a Software Selloff: ‘This Is What We Get Up For.'
Uploaded: 2026-02-03T23:13:00Z
Duration: 52 s
Description: The GoldenTree Asset Management founding partner says that there is risk in the software market and that he is anticipating ‘a broad selloff.’

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The GoldenTree Asset Management founding partner says that there is risk in the software market and that he is anticipating ‘a broad selloff.’

https://m.wsj.net/video/20260203/4457487e-4cb2-46ae-a81d-31e616ebbb00/1/hls/manifest-hd-wifi.m3u8

Steven Tananbaum on a Software Selloff: ‘This Is What We Get Up For.'

You know, for what we do, and I've been doing this for a while, this is what we get up for. This is so exciting when there's just a broad sell off.

Host: This is a good day for Steve.

Yeah, well, it's not that we have all the answers, but there's dispersion. And the idea that all software is the same is what's exciting. And the market is just broadly people are overweight, particularly in private credit, where it's the largest industry group or subset of an industry group, which is technology. And software is well overrepresented, often at 20% plus of funds. And so there's gonna be a terrific opportunity because people want to get down. And we're seeing that, there's just indiscriminate selling, regardless of what the prospects are and what the barriers or the motive is for each business.