The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Didn’t hold up
Petersen predicts short-term goods recession driven by higher consumer prices
“Short term is going to be a lot, a goods recession for sure. I mean, there'll be less goods sold because prices will be higher.”
Ryan Petersen Apr 7, 2025 ▶ 32:43 Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
Prediction Didn’t hold up
Petersen: Closing De Minimis Exemption Will Crash Air Freight Prices
“It's going to crash the price of air freight would be my prediction.”
Ryan Petersen Apr 7, 2025 ▶ 29:43 Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
Assertion Partly supported
Petersen: Amazon only offers freight forwarding for goods sold on Amazon
“Amazon does not see global freight forwarding for brands unless they're shipping the product and selling it on Amazon. And so we just took a different, we don't compete with them in that regard. There's some overlap certainly in the fulfillment piece, but in t…”
Ryan Petersen Mar 6, 2024 ▶ 21:38 Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen
Assertion Contradicted
Petersen: Flexport is third-largest US freight forwarder and top 10 globally
“We're, you know, we're the third largest American freight forwarding company, top 10 globally.”
Ryan Petersen Mar 6, 2024 ▶ 9:00 Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen
Assertion Supported
Petersen: Flexport operates 4 million square feet of fulfillment facilities
“We've got four million square foot facilities, and that was an investment we did with Dave.”
Ryan Petersen Mar 6, 2024 ▶ 14:25 Is it Flexport + Shopify vs. Amazon? — With Ryan Petersen
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