The Minutes of Marc Rowan on de-banking https://minutesof.com/marc-rowan/on/de-banking/ Everything Marc Rowan has said on de-banking: 2 verbatim quotes from December 2023, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:34 +0000 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 de-banking Rowan says regulators worldwide except China are favoring investors over banks, though not a sudden shift. https://minutesof.com/q/645e17d1-c131-48c4-86a0-f8eb15bfa754/ https://minutesof.com/q/645e17d1-c131-48c4-86a0-f8eb15bfa754/ “But if you look at the trend with the exception of China everywhere in the world regulators are favoring investors over banks. That does not mean we're gonna see a sunshift.” — Bloomberg Television Tue, 05 Dec 2023 15:03:34 +0000 de-banking