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.

50statements match

14resolved → 0open claims → 12supported → 0contradicted →

why aren't all 50 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

Assertion Supported

Marks: Japan and Europe have spent years failing to hit 2% inflation

“Japan and Europe, for example, have been trying to accomplish two percent inflation for years, and they can't make it happen.”

Howard Marks Jan 4, 2021 ▶ 11:06 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?

Assertion Supported

Marks: Global economy saw nearly 40 years of low or declining inflation

“The world has been a deflationary place or a low inflation place, should I say, from 82 till now, which is almost 40 years of declining or absent inflation rates.”

Howard Marks Mar 30, 2020 ▶ 10:32 20VC: Howard Marks on How COVID-19 Impacts Our Economy, Liquidity and National Debt, Why The Theory of Falling Knives and Market Bottoms is Wrong & Why The Best Investors Are Fundamentally Unemotional

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

The Ledger

Turn any episode into a week of clips.