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
Multi-strategy SMAs let institutional allocators borrow at Fed funds plus 20bps
“The real unlock when you think of an overall plan like UTIMCO or SWIB, you're implicitly borrowing money at Fed funds plus like 20 basis points.”
Will England May 11, 2026 ▶ 13:30 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
CAPITAL ALLOCATORS Assertion Supported
There are only about a dozen scaled multi-strategy hedge funds globally
“There's probably a dozen scale of multi-strats in the world, so there are relatively small numbers we're talking about.”
Will England May 11, 2026 ▶ 37:30 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
CAPITAL ALLOCATORS Assertion Supported
Walleye Capital operates a $12 billion multi-strategy pass-through fund
“Most people know that context is running our multi-strat business, which is a twelve billion dollar full pass through.”
Will England May 11, 2026 ▶ 9:46 Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops (EP.501)
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