The Minutes of Marc Rowan on capital flows https://minutesof.com/marc-rowan/on/capital-flows/ Everything Marc Rowan has said on capital flows: 2 verbatim quotes from May 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:34 +0000 Rowan argues extreme valuations in top stocks reflected money flows, not fundamentals. https://minutesof.com/q/5b876599-308a-4784-b36c-5731e44e1cfe/ https://minutesof.com/q/5b876599-308a-4784-b36c-5731e44e1cfe/ “We had one stock which was larger than the market cap of every stock exchange in the world other than Japan. That was not necessarily fundamentals. That was money flow.” — Barron's Thu, 22 May 2025 16:38:39 +0000 capital flows Rowan asserts the U.S. remains the best market, capturing 60% of global capital flows. https://minutesof.com/q/7e0b956d-f05d-4fc6-94b7-1efda4db3d05/ https://minutesof.com/q/7e0b956d-f05d-4fc6-94b7-1efda4db3d05/ “The reality is The U. S. Is the best market in town. We are still 60% of the world's capital flow. We will be for a very long time.” — Barron's Thu, 22 May 2025 16:38:39 +0000 capital flows