The Minutes of Marc Rowan on capital allocation https://minutesof.com/marc-rowan/on/capital-allocation/ Everything Marc Rowan has said on capital allocation: 2 verbatim quotes between July 2021 and April 2025, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:34 +0000 Rowan grades the U.S. economy an A for capital allocation but a C for understanding trade's impact on labor. https://minutesof.com/q/40630ba3-f27d-45e4-afd8-25725b8823ce/ https://minutesof.com/q/40630ba3-f27d-45e4-afd8-25725b8823ce/ “give us an a as an economy for allocation of capital and construction of assets, and give us a c for understanding trade and its impact on labor.” — CNBC Television Wed, 09 Apr 2025 13:27:57 +0000 capital allocation Rowan forecasts Apollo's hybrid business will grow from $30 billion to $75-90 billion in five years. https://minutesof.com/q/80d58b08-9dd7-440f-85ef-3fbbb1fda241/ https://minutesof.com/q/80d58b08-9dd7-440f-85ef-3fbbb1fda241/ “That's a $30,000,000,000 business. I think that business will be two and a half to three times its size in the next five years.” — Bloomberg Live Thu, 15 Jul 2021 15:56:20 +0000 capital allocation