The Minutes of Marc Rowan on market size https://minutesof.com/marc-rowan/on/market-size/ Everything Marc Rowan has said on market size: 5 verbatim quotes between May 2023 and May 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:33 +0000 Rowan says the investment grade private credit market is $38 trillion, making the total private credit opportu https://minutesof.com/q/57b3985f-9d7f-4b4f-8b43-f089e37bb6f8/ https://minutesof.com/q/57b3985f-9d7f-4b4f-8b43-f089e37bb6f8/ “The investment grade private credit market, which is being driven by the global industrial renaissance, is a $38,000,000,000,000 market. Therefore, the total opportunity in private credit is some $40,000,000,000,000” — Castify Earnings Call Mon, 25 May 2026 09:45:14 +0000 market size 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 market size 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 market size Rowan says Apollo has done $100 billion in investment grade private deals since AB InBev. https://minutesof.com/q/393cdf09-24a4-4cf2-89a9-929df8409375/ https://minutesof.com/q/393cdf09-24a4-4cf2-89a9-929df8409375/ “A $100,000,000,000 later we're still doing investment grade private deals. And I I see nothing but a long line of interesting borrowers and interesting situations” — Bloomberg Television Wed, 02 Oct 2024 13:14:05 +0000 market size Rowan says Apollo's $400 billion in private credit is still irrelevant in a $40 trillion market. https://minutesof.com/q/d2795fee-2ed0-47f7-8931-70d6464ed0a4/ https://minutesof.com/q/d2795fee-2ed0-47f7-8931-70d6464ed0a4/ “At 400,000,000,000 of private credit, mostly investment grade, unfortunately, we're not relevant. It sounds like a lot, 400,000,000,000, but we're talking about a $40,000,000,000,000 market.” — Bloomberg Television Mon, 01 May 2023 16:21:23 +0000 market size