The Minutes of Marc Rowan on risk https://minutesof.com/marc-rowan/on/risk/ Everything Marc Rowan has said on risk: 3 verbatim quotes between April 2022 and February 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:32 +0000 Rowan says investors use levered lending to reduce risk compared to equities and high yield bonds. https://minutesof.com/q/63e54117-d623-41d3-87b1-ddc8abba6c2a/ https://minutesof.com/q/63e54117-d623-41d3-87b1-ddc8abba6c2a/ “We don't think anything of Nvidia or the S and P going up or down 10 or 15%, and yet one private credit loan or one broadly syndicated loan defaults and people lose their mind.” — Yahoo Finance Sun, 21 Dec 2025 16:00:06 +0000 risk Rowan contrasts tolerance for equity volatility with outsized reaction to single private credit defaults. https://minutesof.com/q/fecce4bc-8364-47c1-a56f-e753de61de9a/ https://minutesof.com/q/fecce4bc-8364-47c1-a56f-e753de61de9a/ “We don't think anything of Nvidia or the S and P going up or down 10 or 15%, and yet one private credit loan or one broadly syndicated loan defaults and people lose their mind.” — Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 risk Rowan says he wouldn't have taken Trump's tariff gamble and cites short-term uncertainty and longer-term brand https://minutesof.com/q/176be48a-c6cd-42a2-af84-70d1e689481d/ https://minutesof.com/q/176be48a-c6cd-42a2-af84-70d1e689481d/ “That's not a gamble I would have taken from the position we had. Having said that, short term uncertainty, that's the risk. Longer term brand, that's the risk,” — CNBC Television Wed, 09 Apr 2025 13:27:57 +0000 risk