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 Not checkable as stated
Heller: Broad institutional adoption steadily degraded returns across traditional alternative assets
“And as there became more and more adoption of those assets and asset classes, You know, what you would expect happened. Returns came down, whether you were trying to do individual deals or make investments in those spaces, or whether you were investing in mana…”
Chris Heller Mar 24, 2022 ▶ 8:55 Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Heller: Mainstream alternative asset classes failed to provide diversification in 2008
“When we went through 2008, we got very little diversification from our quote unquote alternative asset classes.”
Chris Heller Mar 24, 2022 ▶ 9:28 Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
CAPITAL ALLOCATORS Assertion Partly supported
Kings League World Cup generated 215 million views, 80% under age 34
“The finals, what they call their World Cup, two hundred and fifteen million views of the content, and 80% of the viewership is under 34 years old.”
Chris Heller Dec 2, 2024 ▶ 43:28 Chris Heller - Ten Years of Weird Alternatives (EP.420)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Heller: Whiskey aging price curve is deepest in a long time
“That aging curve today is as deep as has been seen in the industry in a long time.”
Chris Heller Mar 24, 2022 ▶ 18:09 Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
CAPITAL ALLOCATORS Assertion Supported
Heller: Private equity is $9T and hedge funds are $3T-$4T
“If you think about private equity, it's a nine trillion dollar industry, hedge funds, three to four trillion dollar industry.”
Chris Heller Dec 2, 2024 ▶ 7:23 Chris Heller - Ten Years of Weird Alternatives (EP.420)
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