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
Peters: Euro Stoxx 50 and Hang Seng Were Worst Major Markets
“Eurostoxx, 50, and Hang Seng, those are the two really worst stock markets in the world from a performance standpoint over the last 1720 years.”
Eric Peters Dec 16, 2024 ▶ 13:24 Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
CAPITAL ALLOCATORS Prediction Didn’t hold up
Peters: US 2021 Budget Deficit Will Reach 15% to 20%
“So when you look at the U S and you look at just the massive deficit that we ran last year, this year's deficit is going to be 15 to 20% with an economy that's actually bouncing back to life.”
Eric Peters Mar 8, 2021 ▶ 33:57 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
CAPITAL ALLOCATORS Assertion Supported
Peters: Coinbase operates as a pure agency desk without principal risk
“They have an agency desk, meaning I was able to interact with their institutional trading desk. They don't have a proprietary trading desk. They don't take principal risk”
Eric Peters Mar 8, 2021 ▶ 40:55 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
CAPITAL ALLOCATORS Assertion Supported
Peters: One River's First Public Statements Moved Bitcoin 15-25%
“The first three times, you know, Though we've said anything, Bitcoin has moved by 15 to 25% within a couple days, which is kind of wild.”
Eric Peters Mar 8, 2021 ▶ 44:38 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
CAPITAL ALLOCATORS Assertion Supported
Peters: Coinbase Private Market Valuation Reached $70B in Early 2021
“If you are the kind of person to do that, you're the type of person that builds Coinbase, which is, as an example, which is most recently, the values I've seen in the private markets are seventy billion dollars, right?”
Eric Peters Mar 8, 2021 ▶ 16:12 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
CAPITAL ALLOCATORS Assertion Partly supported
Peters: Peloton ABS fund ran 7x levered subprime relative-value trade
“And then they had their ABS fund and that ABS fund was a big bet against subprime mortgages. It was a relative value bet. So they were long, a few, three units of Triple A mortgages short one unit of triple B's levered seven times.”
Eric Peters Apr 6, 2020 ▶ 15:57 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
CAPITAL ALLOCATORS Assertion Supported
Peters: Peloton won Hedge Fund of the Year a month before failing
“I think it won hedge fund of the year award in January of 2008 and then failed in February.”
Eric Peters Apr 6, 2020 ▶ 16:50 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
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