The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lindzon: Angel investing boom driven by passive market flows, not bubble
“This whole angel investing phenomenon is partly due to this Vanguard S&P 500 and the way the public markets are working. So people that call this a bubble I don't really understand the full scope of money and money flows and the whole ecosystem of investing, b…”
Lemkin: Retail investors should not have exposure to private assets
“To Terry's point, if Vanguard has 10 trillion, putting 10% of that into venture would move the needle, but I just don't think ordinary investors should be doing this stuff. I don't know. There's just I just, I, it's just part of greed. Too much greed.”
O'Driscoll: Yale's Asset Sale Equates to Vanguard Endorsing Active Management
“Intellectually, as I said, this would be like if Vanguard said, you know, we've been thinking active management is the way to go.”
Lindzon: Passive index investing will trigger massive corporate fallout
“And so it's destroying creativity and it's also you're going to start to see some massive fallout i can't predict when but you're starting to see cracks companies misbehaving again because you know it's okay for wells Wells Fargo as part of the S&P 500 to misb…”
Deven Parekh: Large mutual funds use pre-IPO rounds to build long-term positions
“And when these, once there's so little inventory and the amount they're selling is so small and the size of a Fidelity or Vanguard or Wellington fund is so big, their ability to buy a position in the public market is actually not that they can't get much alloc…”
Gil Penchina: Flight.vc aims to become a mainstream consumer retirement platform
“My dream is that we'd be buying a 32nd ad on your show talking about our family of funds, and, you know, we'd have, you know, ads in a magazine just like Fidelity and Vanguard do, and we would become one of those places where consumers invest to, help them, he…”