The Minutes of Marc Rowan on geopolitics https://minutesof.com/marc-rowan/on/geopolitics/ Everything Marc Rowan has said on geopolitics: 4 verbatim quotes between April 2025 and March 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:33 +0000 But now as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics. It' https://minutesof.com/q/e0ba339e-c084-46f7-a518-41cd4d21c712/ https://minutesof.com/q/e0ba339e-c084-46f7-a518-41cd4d21c712/ “But now as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics. It's government borrowing. It's excesses in capital markets and it's technological change.” — Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 geopolitics Rowan argues the 30% market overhang from geopolitics, inflation, and technology was foreseeable and predictab https://minutesof.com/q/72324058-3d62-4be1-b8e1-eea403bbd812/ https://minutesof.com/q/72324058-3d62-4be1-b8e1-eea403bbd812/ “I think the 30% overhang of geopolitics, inflation, technological change is now here. It was foreseeable, not maybe exactly how it occurred, but it was foreseeable. It was predictable.” — Bloomberg Television Tue, 03 Mar 2026 17:37:35 +0000 geopolitics But now, as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics, it https://minutesof.com/q/5fc1b223-fec8-446a-96de-4bdce8555c8b/ https://minutesof.com/q/5fc1b223-fec8-446a-96de-4bdce8555c8b/ “But now, as we've been saying, it's only 70% of what you need to worry about. The other 30% is geopolitics, it's government borrowing, it's excesses in capital markets, and it's technological change.” — Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 geopolitics Rowan worries most about damage to US brand regarding long-term agreements and security pacts from tariff appr https://minutesof.com/q/21eb5079-579c-412a-825c-43ce56695712/ https://minutesof.com/q/21eb5079-579c-412a-825c-43ce56695712/ “The one I worry about more is the second, which is damage to The US brand. What does our brand mean when it comes to long term agreements, long term security packs?” — CNBC Television Wed, 09 Apr 2025 13:34:06 +0000 geopolitics