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 8 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
Brown: 2024 election will likely yield divided government, boosting stocks
“It looks like actually the outcome's gonna be still up in the air, but probably lead to a divided government, which is positive for stocks, historically where no one party gets to do a lot of Weird shit in either direction.”
Josh Brown Oct 16, 2024 ▶ 51:15 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Assertion Supported
Josh Brown: Nvidia stated Blackwell chips are sold out for 12 months
“They just told us they sold out of Blackwell chips for 12 months.”
Josh Brown Oct 16, 2024 ▶ 1:07:46 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Assertion Supported
Brown: Amazon pushed out its touchless tech lead and is closing stores
“The guy that developed the touchless technology for Amazon's retail was just pushed out of the company, and they are closing A lot of those Amazon go stores because there just didn't seem to be anything magical that made people want to go to them.”
Josh Brown Oct 16, 2024 ▶ 14:48 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Prediction Held up
Brown: Fed will probably cut interest rates again in weeks
“The Fed has done its first interest rate cut, and they started off with a double cut, and they'll probably do another one in a couple weeks”
Josh Brown Oct 16, 2024 ▶ 51:15 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Assertion Supported
Brown: 10 Startups Are Building AI Note-Taking for Financial Advisors
“There are now 10 different companies in, and then on top of which these are startups, but then on top of which you're getting offerings from zoom and Salesforce and big existing enterprise software companies, but there are 10 different companies specifically b…”
Josh Brown Oct 16, 2024 ▶ 25:44 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Assertion Partly supported
Brown: Sweetgreen automated machine makes 500 to 800 salads hourly
“They have a machine in there that makes between 508 hundred salads an hour.”
Josh Brown Oct 16, 2024 ▶ 42:33 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Assertion Partly supported
Brown: 401(k) Plans Hold $11 Trillion with Bi-Weekly Automated Inflows
“By the way four one K is 11 trillion dollars, ok? People are adding to that 11 trillion dollars every two weeks when they get paid.”
Josh Brown Oct 16, 2024 ▶ 53:28 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Assertion Supported
Brown: Warren Buffett Uses the Yen Carry Trade for Japanese Equities
“Warren Buffett is involved in the yen carry trade. He sold bonds, denominated in yen, and used that to fund the purchase of Japanese equities.”
Josh Brown Oct 16, 2024 ▶ 58:46 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
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