credit

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 27, 2026 by Marc Rowan · across every show →

Everything said about credit, oldest first

May 27, 2026

Insight

Rowan: Credit management demands total risk aversion unlike equity investing

“In credit, you only get your principal and interest. You should not be around risk taking. As a rule, you should be fully diversified. In the equity business, you actually get paid for risk taking.”

Marc Rowan May 27, 2026 ▶ 19:24 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z

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credit

Everything said about credit, oldest first

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