The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CAPITAL ALLOCATORS Assertion Partly supported
Bessent: Kynikos gained ~50% in 1990 while the S&P dropped
“Maybe in 1990, the S&P was down, high teens, 20, and we were up 50.”
Scott Bessent Nov 4, 2024 ▶ 19:04 Scott Bessent - Macro Maven (EP.415)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Bessent: Duquesne Contract Is One Page Leaving Compensation to Druckenmiller's Discretion
“The Duquesne employment contract is one page, and it's a, all compensation is at the discretion of Stanley Updruckenmower, and I only know one person in four years who's ever complained about being underpaid.”
Scott Bessent Nov 4, 2024 ▶ 25:59 Scott Bessent - Macro Maven (EP.415)
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