The Minutes of Marc Rowan on levered lending https://minutesof.com/marc-rowan/on/levered-lending/ Everything Marc Rowan has said on levered lending: 4 verbatim quotes between March 2026 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:33 +0000 Rowan calls the industry's focus on the $2 trillion levered lending market a failure of imagination. https://minutesof.com/q/06635000-ef9c-4466-8961-f1426f015a6e/ https://minutesof.com/q/06635000-ef9c-4466-8961-f1426f015a6e/ “The obsession with this very narrow corner of the market, this $2,000,000,000,000 slice levered lending is frankly a failure of imagination.” — Castify Earnings Call Mon, 25 May 2026 09:45:14 +0000 levered lending Rowan says the private credit market is $40 trillion, but press coverage focuses on only $2 trillion of levere https://minutesof.com/q/51c01aad-4957-4a2f-a049-8bf46a7d8f76/ https://minutesof.com/q/51c01aad-4957-4a2f-a049-8bf46a7d8f76/ “Loans to customers, loans to companies, they're all private. What we spend all our time talking about on the press is $2,000,000,000,000 of $40,000,000,000,000 which should properly be called levered lending.” — CNBC Television Wed, 15 Apr 2026 15:43:40 +0000 levered lending The vast majority of the private market is investment grade. There's a $40,000,000,000,000 market and 99% of t https://minutesof.com/q/0cda6b51-e445-4f0d-b354-65c2eaf786b3/ https://minutesof.com/q/0cda6b51-e445-4f0d-b354-65c2eaf786b3/ “The vast majority of the private market is investment grade. There's a $40,000,000,000,000 market and 99% of the headlines are focused on a little slice of a trillion and 0.5 called levered lending.” — Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 levered lending The vast majority of the private market is investment grade. There's a $40,000,000,000,000 market, and 99% of https://minutesof.com/q/45df6cd7-2b91-47a1-b42b-4a8f390d67c8/ https://minutesof.com/q/45df6cd7-2b91-47a1-b42b-4a8f390d67c8/ “The vast majority of the private market is investment grade. There's a $40,000,000,000,000 market, and 99% of the headlines are focused on a little slice of a trillion and 0.5 called levered lending.” — Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 levered lending