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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20VC a16z ALL-IN MAD MASTERS OF SCALE PAUL MORRIS MIXERGY CHEEKY PINT STARTER STORY DAVID SENRA ANOTHER PODCAST ACQUISITION STORIES IN DEPTH FOUNDER'S JOURNAL THE PITCH INNOVATORS & INVESTORS GREEN BLUEPRINT NO PRIORS STARTUPS FOR THE REST OF US BIGDEAL FOUNDERS WE LIVE TO BUILD MORE OR LESS CATALYST BIG TECHNOLOGY LATENT SPACE STARTUP IDEAS SAASTR MY FIRST MILLION NEON SHOW TBPN KNOWLEDGE PROJECT LENNY'S PODCAST HOW I BUILT THIS CAPITAL ALLOCATORS TOP FOUNDERS WTF ACQUIRED INVEST LIKE THE BEST Y COMBINATOR BG2 PRODUCT MARKET FIT SOURCERY AMERICAN OPTIMIST

3statements match

3resolved → 0open claims → 0supported → 3contradicted →

CAPITAL ALLOCATORS Prediction Didn’t hold up

Papic: S&P 500 could easily reach 7,000 by 2024

“I think we can easily be at 7000 SPX by 2024.”

Marko Papic Oct 26, 2020 ▶ 23:26 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

CAPITAL ALLOCATORS Prediction Didn’t hold up

Papic: There is basically no way the US will not get an Iran deal

“There's basically no way that we will not get an Iran deal.”

Marko Papic Feb 28, 2022 ▶ 20:43 Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)

CAPITAL ALLOCATORS Assertion Contradicted

Papic: Only Two Emerging Market Macro Hedge Funds Exist Today

“There are two macro hedge funds dedicated to emerging markets today. Two of them. There's none doing commodities.”

Marko Papic Apr 14, 2025 ▶ 42:48 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)