https://minutesof.com/on/equities/ Everyone on the record about equities: 22 verbatim quotes from 2 people, March 2017 to April 2026, in one chronology, each with a timestamp and a link to… en Mon, 31 Aug 2026 13:18:02 +0000 https://minutesof.com/q/0903bd88-3f0f-4885-b8d5-98561fc1f24c/ https://minutesof.com/q/0903bd88-3f0f-4885-b8d5-98561fc1f24c/ “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,” — Marc Rowan, CNBC Television Wed, 15 Apr 2026 15:43:40 +0000 equities https://minutesof.com/q/b71b8c58-c9f1-408b-8d10-8d193db02345/ https://minutesof.com/q/b71b8c58-c9f1-408b-8d10-8d193db02345/ “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, Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 equities https://minutesof.com/q/200b9cdb-c51c-4d83-9df4-778fd80d9492/ https://minutesof.com/q/200b9cdb-c51c-4d83-9df4-778fd80d9492/ “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, CNBC Television Thu, 18 Sep 2025 14:00:10 +0000 equities https://minutesof.com/q/92f89f1d-c9d3-4011-950d-442852b23b38/ https://minutesof.com/q/92f89f1d-c9d3-4011-950d-442852b23b38/ “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, CNBC Television Thu, 18 Sep 2025 14:00:10 +0000 equities https://minutesof.com/q/5684f17b-f1fe-4014-aef1-8015fbc11538/ https://minutesof.com/q/5684f17b-f1fe-4014-aef1-8015fbc11538/ “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, CNBC Television Thu, 18 Sep 2025 14:00:10 +0000 equities https://minutesof.com/q/f2abcc3b-626a-46a3-b6c9-4ef8408390a6/ https://minutesof.com/q/f2abcc3b-626a-46a3-b6c9-4ef8408390a6/ “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, CNBC Television Thu, 18 Sep 2025 14:00:10 +0000 equities https://minutesof.com/q/774780b5-935f-44a0-9575-8d749e76b28f/ https://minutesof.com/q/774780b5-935f-44a0-9575-8d749e76b28f/ “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, CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 equities https://minutesof.com/q/be7afe27-0406-451e-91b9-b5e22023b0d9/ https://minutesof.com/q/be7afe27-0406-451e-91b9-b5e22023b0d9/ “I'm constructive because of the easing right now, but I'm also miserable because of the levels.” — David Tepper, CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 equities https://minutesof.com/q/1fee4d4f-04f9-4655-bd7d-bad2ddcfd3fe/ https://minutesof.com/q/1fee4d4f-04f9-4655-bd7d-bad2ddcfd3fe/ “look, I'm constructive because of the easing right now, but I'm also miserable because of the levels.” — David Tepper, CNBC Television Thu, 18 Sep 2025 13:39:12 +0000 equities https://minutesof.com/q/862a1cf4-455c-4b61-b579-c473ef90b49f/ https://minutesof.com/q/862a1cf4-455c-4b61-b579-c473ef90b49f/ “I I I kinda like NVIDIA, the price. Okay? So don't get me wrong. I I I could just love it.” — David Tepper, CNBC Television Thu, 26 Sep 2024 13:48:15 +0000 equities https://minutesof.com/q/dfd0fc7f-cedd-4b4f-ade9-dc6ff4d80e4f/ https://minutesof.com/q/dfd0fc7f-cedd-4b4f-ade9-dc6ff4d80e4f/ “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, CNBC Television Thu, 26 Sep 2024 13:48:15 +0000 equities https://minutesof.com/q/7f0a35e9-f1e7-435b-98d1-b9c2a267aca7/ https://minutesof.com/q/7f0a35e9-f1e7-435b-98d1-b9c2a267aca7/ “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, CNBC Television Thu, 26 Sep 2024 13:48:15 +0000 equities https://minutesof.com/q/4df41b6f-61dc-4954-b90b-a2d3ba22381a/ https://minutesof.com/q/4df41b6f-61dc-4954-b90b-a2d3ba22381a/ “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, CNBC Television Thu, 26 Sep 2024 13:48:15 +0000 equities https://minutesof.com/q/a30218f5-b337-4bb8-a6ea-60d0f24464f7/ https://minutesof.com/q/a30218f5-b337-4bb8-a6ea-60d0f24464f7/ “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, CNBC Television Thu, 26 Sep 2024 13:30:27 +0000 equities https://minutesof.com/q/5ad1586a-d94a-4223-8d91-97a6689f9853/ https://minutesof.com/q/5ad1586a-d94a-4223-8d91-97a6689f9853/ “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, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 equities https://minutesof.com/q/12388bd2-ef2d-4753-9ad4-cf20fae3732d/ https://minutesof.com/q/12388bd2-ef2d-4753-9ad4-cf20fae3732d/ “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, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 equities https://minutesof.com/q/7803d44c-a9db-43ce-8205-b01868cbc581/ https://minutesof.com/q/7803d44c-a9db-43ce-8205-b01868cbc581/ “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, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 equities https://minutesof.com/q/f6a66f50-d08c-4d95-bed6-8836c265720e/ https://minutesof.com/q/f6a66f50-d08c-4d95-bed6-8836c265720e/ “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, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 equities https://minutesof.com/q/3974a4df-b219-4bcb-bf16-b20005768cd8/ https://minutesof.com/q/3974a4df-b219-4bcb-bf16-b20005768cd8/ “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, CNBC Television Thu, 22 Dec 2022 14:39:54 +0000 equities https://minutesof.com/q/05e3e728-8ed3-445f-bf17-5521e85ca9b4/ https://minutesof.com/q/05e3e728-8ed3-445f-bf17-5521e85ca9b4/ “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, B.E.S.T. Sun, 06 May 2018 00:11:47 +0000 equities https://minutesof.com/q/d1a2f31c-5e16-434f-a9d1-859be295db75/ https://minutesof.com/q/d1a2f31c-5e16-434f-a9d1-859be295db75/ “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, B.E.S.T. Sun, 06 May 2018 00:11:47 +0000 equities https://minutesof.com/q/17cb36c3-dbaa-4131-b502-083b90d9de27/ https://minutesof.com/q/17cb36c3-dbaa-4131-b502-083b90d9de27/ “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, CNBC Wed, 08 Mar 2017 14:54:29 +0000 equities