The Minutes of Marc Rowan on equities https://minutesof.com/marc-rowan/on/equities/ Everything Marc Rowan has said on equities: 2 verbatim quotes between March 2026 and April 2026, each with a timestamp and a link to the recording it came… en Mon, 31 Aug 2026 13:10:39 +0000 Rowan says investors de-risked by selling equities for private credit, not by selling safe bonds. https://minutesof.com/q/0903bd88-3f0f-4885-b8d5-98561fc1f24c/ https://minutesof.com/q/0903bd88-3f0f-4885-b8d5-98561fc1f24c/ “no one sold their treasuries or their investment grade bonds to buy private credit. Investors sold their equities. Investors made a logical decision to get equity like returns by owning first lien debt,” — CNBC Television Wed, 15 Apr 2026 15:43:40 +0000 equities Rowan says investors fund BDC investments by selling equities, making safer first-lien choice. https://minutesof.com/q/b71b8c58-c9f1-408b-8d10-8d193db02345/ https://minutesof.com/q/b71b8c58-c9f1-408b-8d10-8d193db02345/ “people are not funding their investments in these BDCs with their treasury portfolio. They're selling their equities. Last I looked, first lien debt is senior to equity.” — Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 equities