The Minutes of Marc Rowan on credit https://minutesof.com/marc-rowan/on/credit/ Everything Marc Rowan has said on credit: 3 verbatim quotes between May 2023 and May 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:33 +0000 Rowan notes investment grade bonds take five days to sell, predicting poor trading in risk-off moments. https://minutesof.com/q/5f3b9b3c-78a9-4cb6-a9c3-9f0c03e62ef4/ https://minutesof.com/q/5f3b9b3c-78a9-4cb6-a9c3-9f0c03e62ef4/ “Takes five days today to sell an investment grade corporate bond. We should expect in every risk off moment public credit to trade poorly.” — Bloomberg Podcasts Mon, 05 May 2025 14:48:44 +0000 credit Rowan argues regulators have only two choices for credit: banking system or investment marketplace, no third o https://minutesof.com/q/6411d3b1-81e8-4a4f-bde5-6d4df9ab4690/ https://minutesof.com/q/6411d3b1-81e8-4a4f-bde5-6d4df9ab4690/ “And regulators have only two choices as to where credit comes from. It can come from the banking system or it can come from the investment marketplace. There's no third choice.” — Bloomberg Television Tue, 05 Dec 2023 15:03:34 +0000 credit Rowan says $8 trillion in equity printed since 2008 created a fabulous credit entry point as it's withdrawn. https://minutesof.com/q/b12322d7-8423-451b-945a-cd3c802e709e/ https://minutesof.com/q/b12322d7-8423-451b-945a-cd3c802e709e/ “Equity we printed $8,000,000,000,000 from 2008 until 2022. Exactly what was supposed to happen happened. Now that we've started withdrawing it, entry point for credit is fabulous, has adjusted very quickly.” — Bloomberg Television Mon, 01 May 2023 16:21:23 +0000 credit