Who is on this subjectordered by the date of their first quote here
1 of 2 lane rests on fewer than 5 quotes and is marked thin. Offsets are days from the middle first-quote date, 8 Mar 2017 — a date, and nothing else. It is not a claim about who reached a view first.
-
David Tepper
20
8 Mar 2017 – 18 Sep 2025
+0 d
-
Marc Rowan
2
thin
3 Mar 2026 – 15 Apr 2026
+3282 d
The chronologysourced and dated, oldest first
-
-
David Tepper
Tepper sees nothing negative for small businesses with deregulation and tax cuts ahead.
“If you're a small business, you there's nothing negative on the horizon. Nothing. What's negative? They're gonna give you less regulations for Obamacare. They're gonna give you a tax cut.”
-
-
-
David Tepper
Tepper thinks stocks are okay but may have reached yearly highs due to interest rate concerns.
“I think they're okay. I don't think it's great. I think we might have reached the highs for the year. And it really has to do with interest rates.”
-
David Tepper
Tepper believes stock market may have hit its yearly high due to interest rates around 3%.
“And it really has to do with interest rates. I'm not sure we're right on the cusp of breaking out on interest rates at this level, around 3%.”
-
-
-
David Tepper
Tepper says stock market up nearly 10% from 3,600 lows doesn't help the Fed.
“All these different things being easier since then, obviously, the stock market says those 3,600 lows up near 10%. Well, that doesn't do much for you if you're the fed.”
-
David Tepper
Tepper says he is leaning short on equities because risk-reward doesn't make sense given central bank guidance.
“I would probably say I'm leaning short on the equity markets, you know, so right now, because I think they're, you know, I think the upside downside just doesn't make sense to me when I have so many people telling me, so many central banks telling me what they're going to do,”
-
David Tepper
Tepper questions high equity multiples on S&P 220 earnings estimates given current interest rate levels.
“I saw somebody else on your show the other day, they had a two twenty price to two twenty earnings estimates for the S and P.”
-
David Tepper
Tepper notes market multiples were 11-12 in 2010, and 225 earnings at 16 multiple equals 3,600 S&P level.
“Coming out of 2009 and rates. I mean, to get to this multiple now is, if you had two twenty times, two twenty five times 16 is 3,600.”
-
David Tepper
Tepper notes going from a 12 to 16 multiple would represent a 33% market increase.
“If it's a 16 multiple, in those days you would have said great going from twenty ten. We talked about those days. I go to twelve, sixteen, that's a 33% increase.”
-
-
-
David Tepper
Tepper says China is creating swap facilities to buy stocks as part of aggressive easing measures.
“And they're gonna be they're aggressive in how they're gonna do it, and they're they're also, believe this or not, swap facilities to buy stocks.”
-
David Tepper
Tepper says he strongly prefers split government and is pleased with current electoral outlook.
“I am a big proponent of split government. And right now, as you're more than aware of Yep. It looks like the senate is, republican and the house is democratic, and I'm loving life.”
-
David Tepper
Tepper explains split government is best for markets and economy, rejecting either party's sweep.
“But from a from this market perspective, an economic perspective, what's good for the economy, I wanna split government. And I don't want all Democrats, and I don't want all Republicans.”
-
David Tepper
Tepper warns markets could face problems if election results surprise split-government expectations.
“So if it gets surprised, that could be a problem for the markets. But as long as it's a split, the market's gonna be fine.”
-
David Tepper
Tepper says he likes NVIDIA at current price levels despite earlier concerns.
“I I I kinda like NVIDIA, the price. Okay? So don't get me wrong. I I I could just love it.”
-
-
-
David Tepper
Tepper says he's constructive on Fed easing but concerned about current market valuation levels.
“look, I'm constructive because of the easing right now, but I'm also miserable because of the levels.”
-
David Tepper
Tepper is constructive on Fed easing but concerned about high market valuation levels.
“I'm constructive because of the easing right now, but I'm also miserable because of the levels.”
-
David Tepper
Tepper says big stocks aren't cheap but he won't fight the Fed in the near term.
“The big stocks are not cheap. I mean, so you don't have cheapness here, but you do have a constructive you know, like, you know, I'm not fighting the Fed.”
-
David Tepper
Tepper says Chinese stocks trade at low teens multiples versus US, making them relatively interesting.
“I mean, I think the move has been good, the earnings unlike here are still relatively low. I mean, you're, you know, you're talking, you know, low teens versus where we are.”
-
David Tepper
Tepper says China valuations are low teens multiples compared to US market levels.
“the earnings unlike here are still relatively low. I mean, you're, you know, you're talking, you know, low teens versus where we are.”
-
David Tepper
Tepper says he's miserable despite a good year because he owns the market at high multiples.
“I I we're having a really good year, and I'm so miserable for having a really good year. Because I still own the market, and I can't stand that I own the market.”
-
David Tepper
Tepper is unhappy owning the market despite a good year because of valuation concerns.
“I'm so miserable for having a really good year. Because I still own the market, and I can't stand that I own the market.”
-
-
-
Marc Rowan
Rowan says investors fund BDC investments by selling equities, making safer first-lien choice.
“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.”
-
Marc Rowan
Rowan says investors de-risked by selling equities for private credit, not by selling safe bonds.
“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,”
-
Where they overlapsame programme, same subject
- CNBC Television also carries David Tepper and Marc Rowan on this subject, at different times.