Stephen Ketchum

Stephen Ketchum, Founder and CEO of Sound Point Capital Management, shares insights on navigating the evolving U.S. economy. He discusses the shift from manufacturing to a service-oriented landscape and how it influences recession fears. Ketchum emphasizes the importance of underwriting resilient companies in the face of geopolitical risks and tariffs. He also highlights the transformative role of AI in enhancing investment strategies, reflecting on his firm’s impressive growth from $35 million to $45 billion in assets under management.