| 65% | “65%” | O'Connor: Australian resources shrunk from 65% of the equity market to 25% | Brendan O'Connor | Feb 5, 2026 | Supported |
| 3% | “three percent” | O'Connor: Australia's big banks and telecom giants are practically ex-growth | Brendan O'Connor | Feb 5, 2026 | — |
| $4T | “four trillion dollars” | O'Connor: Australia holds the world's fourth-largest pension pool at $4 trillion | Brendan O'Connor | Feb 5, 2026 | Partly supported |
| $1B | “a billion dollars” | O'Connor: Regal Partners grew from A$1B in 2016 to A$21B | Brendan O'Connor | Feb 5, 2026 | Supported |
| 21B | “twenty one billion” | O'Connor: Regal Partners grew from A$1B in 2016 to A$21B | Brendan O'Connor | Feb 5, 2026 | Supported |
| 30% | “30%” | Lewinsohn: Software accounts for 30% of direct lending portfolios | Jonathan Lewinsohn | Feb 2, 2026 | Supported |
| 10% | “10%” | Lewinsohn: Diameter caps direct lending software exposure under 10% | Jonathan Lewinsohn | Feb 2, 2026 | — |
| 98% | “98%” | Lewinsohn: AI agents make too many errors for enterprise prime-time deployment | Jonathan Lewinsohn | Feb 2, 2026 | — |
| 3M | “three million” | Lewinsohn: Non-discretionary moves drive 3 million of 4 million annual home sales | Jonathan Lewinsohn | Feb 2, 2026 | — |
| 4M | “four million” | Lewinsohn: Non-discretionary moves drive 3 million of 4 million annual home sales | Jonathan Lewinsohn | Feb 2, 2026 | — |
| 1M | “a million” | Lewinsohn: Non-discretionary moves drive 3 million of 4 million annual home sales | Jonathan Lewinsohn | Feb 2, 2026 | — |
| 150% | “150%” | Lewinsohn: Fixed wireless drove 150% of US broadband growth last year | Jonathan Lewinsohn | Feb 2, 2026 | Supported |
| 0.5% | “half percent” | Lewinsohn: US commercial healthcare costs rose 7.5% and employer costs 7% | Jonathan Lewinsohn | Feb 2, 2026 | Supported |
| 7% | “seven percent” | Lewinsohn: US commercial healthcare costs rose 7.5% and employer costs 7% | Jonathan Lewinsohn | Feb 2, 2026 | Supported |
| 25% | “25%” | Lewinsohn: Top 25% of earners drive ~50% of US durables and services spending | Jonathan Lewinsohn | Feb 2, 2026 | Supported |
| 50% | “50%” | Lewinsohn: Top 25% of earners drive ~50% of US durables and services spending | Jonathan Lewinsohn | Feb 2, 2026 | Supported |
| 9% | “nine percent” | Lewinsohn: Unemployment among college graduates is currently nearly 9% | Jonathan Lewinsohn | Feb 2, 2026 | Contradicted |
| 6M | “a five million” | MacDonald: Five-Million-Dollar LP Commitments Struggle to Be Meaningful to GPs | Lane MacDonald | Jan 26, 2026 | — |
| 8% | “eight percent” | MacDonald: HMC internal managers earned 4% to 8% carry on alpha | Lane MacDonald | Jan 26, 2026 | Supported |
| 40B | “forty billion” | MacDonald: $30B to $100B is the sweet spot for institutional platform scale | Lane MacDonald | Jan 26, 2026 | — |
| 10M | “ten million” | MacDonald: $30B to $100B is the sweet spot for institutional platform scale | Lane MacDonald | Jan 26, 2026 | — |
| 70% | “70%” | MacDonald: SCS runs 70% tax-managed passive in public equities | Lane MacDonald | Jan 26, 2026 | — |
| 20% | “20%” | MacDonald: SCS allocates 20% of biennial platform capital to emerging managers | Lane MacDonald | Jan 26, 2026 | — |
| $100M | “a hundred million dollars” | MacDonald: SCS Financial's average client size is $100 million | Lane MacDonald | Jan 26, 2026 | — |
| 100% | “100%” | Passive smart beta beats benchmark Sharpe ratios across EM asset classes | Nick Rohatyn | Jan 22, 2026 | — |
| 60% | “60%” | 60% multi-asset hit rate in EM lost money once in 15 years | Nick Rohatyn | Jan 22, 2026 | — |
| $5B | “five billion dollars” | Post-2008, 95% of hedge fund inflows went to managers over $5 billion | Nick Rohatyn | Jan 22, 2026 | Partly supported |
| 95% | “95%” | Post-2008, 95% of hedge fund inflows went to managers over $5 billion | Nick Rohatyn | Jan 22, 2026 | Partly supported |
| 90% | “90%” | 81% of emerging market private capital once flowed solely to China | Nick Rohatyn | Jan 22, 2026 | Contradicted |
| 81% | “81%” | 81% of emerging market private capital once flowed solely to China | Nick Rohatyn | Jan 22, 2026 | Contradicted |
| 100B | “hundred billion” | The largest emerging market public multi-asset fund is only $800 million | Nick Rohatyn | Jan 22, 2026 | Partly supported |
| $800M | “eight hundred million dollars” | The largest emerging market public multi-asset fund is only $800 million | Nick Rohatyn | Jan 22, 2026 | Partly supported |
| 1% | “a percent” | Kleinman: Private equity grew from under 0.5% of GDP in 1994 to 10–14% today | Scott Kleinman | Jan 19, 2026 | Supported |
| 14% | “14%” | Kleinman: Private equity grew from under 0.5% of GDP in 1994 to 10–14% today | Scott Kleinman | Jan 19, 2026 | Supported |
| 6× | “six times” | Kleinman: Apollo Bought Compass Minerals Under 6x EBITDA, Made 5x Return | Scott Kleinman | Jan 19, 2026 | Supported |
| 5× | “five X” | Kleinman: Apollo Bought Compass Minerals Under 6x EBITDA, Made 5x Return | Scott Kleinman | Jan 19, 2026 | Supported |
| $20B | “twenty billion dollars” | Kleinman: Apollo Can Deploy Up to $20B in a Single Financing Deal | Scott Kleinman | Jan 19, 2026 | — |
| $1T | “a trillion dollars” | Kleinman: Apollo reaches $1T AUM with half from captive insurance capital | Scott Kleinman | Jan 19, 2026 | Open |
| 500B | “five hundred billion” | Kleinman: Apollo reaches $1T AUM with half from captive insurance capital | Scott Kleinman | Jan 19, 2026 | Open |
| 51B | “a fifty billion” | Kleinman: Apollo bought Bridge Investment Group to expand real estate | Scott Kleinman | Jan 19, 2026 | — |
| 5% | “five percent” | Apollo allocates 5% to sub-IG credit and 5% to alternatives in insurance | Scott Kleinman | Jan 19, 2026 | — |
| 100M | “a hundred million” | Kleinman: Private equity cannot scale like credit due to concentrated dealmaking | Scott Kleinman | Jan 19, 2026 | — |
| 200M | “two hundred million” | Kleinman: Private equity cannot scale like credit due to concentrated dealmaking | Scott Kleinman | Jan 19, 2026 | — |
| 20% | “20%” | Kleinman: Hybrid equity targets low-to-mid-teens net returns with debt-like downside protection | Scott Kleinman | Jan 19, 2026 | — |
| 14T | “a 13 trillion” | Kleinman: 401(k) Market Is $13 Trillion with Essentially Zero Private Assets | Scott Kleinman | Jan 19, 2026 | Supported |
| $30B | “thirty billion dollars” | Monk: New Mexico SIC will soon surpass Alaska as largest US sovereign fund | Ashby Monk | Jan 12, 2026 | Open |
| 2% | “two percent” | Monk: Development funds must generate high returns to become industry role models | Ashby Monk | Jan 12, 2026 | — |
| 100M | “a hundred million” | Monk: Large funds need technologists and data infrastructure experts on boards | Ashby Monk | Jan 12, 2026 | — |
| 600B | “a five hundred billion” | Monk: Large funds need technologists and data infrastructure experts on boards | Ashby Monk | Jan 12, 2026 | — |
| 100% | “hundred percent” | Capital Group founder absorbed all losses until 1950s profitability | Mike Gitlin | Jan 5, 2026 | Supported |
| 14% | “14%” | Capital Group's overall attrition rate is half the asset management average | Mike Gitlin | Jan 5, 2026 | — |
| 25% | “25%” | Large single-manager funds inevitably force the inclusion of low-conviction ideas | Mike Gitlin | Jan 5, 2026 | — |
| 3.2T | “3.2 trillion” | Capital Group manages $3.2 trillion across fewer strategies than major competitors | Mike Gitlin | Jan 5, 2026 | — |
| 80% | “80%” | Over 80% of Capital Group equity strategies beat their benchmarks post-fees | Mike Gitlin | Jan 5, 2026 | Supported |
| 3.2T | “3.2 trillion” | Capital Group manages $3.2 trillion with just 400 investment professionals | Mike Gitlin | Jan 5, 2026 | — |
| 100% | “hundred percent” | Firms only avoid asset management partnerships to retain 100% of fees | Mike Gitlin | Jan 5, 2026 | — |
| 50% | “50%” | Capital Group cut its governance committees by 50% in recent years | Mike Gitlin | Jan 5, 2026 | — |
| 5T | “five trillion” | U.S. stock market capitalization grew from $5T in 1995 to $65T | Mike Gitlin | Jan 5, 2026 | Supported |
| 13% | “13%” | Seides: Massive Inflows Will Compress Private Credit Returns to Roughly 6% | Ted Seides | Dec 22, 2025 | Open |
| $1B | “a billion dollars” | Ted Seides: UBS Private Wealth Channel Has 230 Billion-Dollar Teams | Ted Seides | Dec 22, 2025 | Not publicly verifiable |
| 2M | “two million” | Sacerdote: Amazon had 2M users when 90M people were online | Alex Sacerdote | Dec 22, 2025 | Supported |
| 90M | “ninety million” | Sacerdote: Amazon had 2M users when 90M people were online | Alex Sacerdote | Dec 22, 2025 | Supported |
| 4× | “four times” | Sacerdote: Peter Lynch Timed Fidelity Analysts' Stock Pitches with Egg Timer | Alex Sacerdote | Dec 22, 2025 | Supported |
| 2M | “two million” | Sacerdote: Whale Rock bought Tesla at 4x three-year forward earnings | Alex Sacerdote | Dec 22, 2025 | — |
| 4× | “four times” | Sacerdote: Whale Rock bought Tesla at 4x three-year forward earnings | Alex Sacerdote | Dec 22, 2025 | — |
| 4× | “four times” | Sacerdote: Whale Rock bought Nvidia in January 2023 at 4x forward earnings | Alex Sacerdote | Dec 22, 2025 | — |
| 40% | “40%” | Sacerdote: S-Curve Exponential Growth Turns Linear at 30% to 40% Penetration | Alex Sacerdote | Dec 22, 2025 | — |
| $600B | “six hundred billion dollars” | Sacerdote: AWS Targeted the Largest Business IT Market in History | Alex Sacerdote | Dec 22, 2025 | Supported |
| 14% | “14%” | Sacerdote: AI infrastructure is only 14% penetrated on the S-curve | Alex Sacerdote | Dec 22, 2025 | — |
| 4% | “four percent” | Sacerdote: AI infrastructure is only 14% penetrated on the S-curve | Alex Sacerdote | Dec 22, 2025 | — |
| 60% | “60%” | Sacerdote: EV Adoption Reached 50-60% in China but Stalled at 10% in US | Alex Sacerdote | Dec 22, 2025 | Supported |
| 10% | “10%” | Sacerdote: EV Adoption Reached 50-60% in China but Stalled at 10% in US | Alex Sacerdote | Dec 22, 2025 | Supported |
| 10% | “10%” | Sacerdote: Whale Rock holds 60% of portfolio in its top 10 positions | Alex Sacerdote | Dec 22, 2025 | — |
| 15% | “15%” | Sacerdote: Whale Rock holds 60% of portfolio in its top 10 positions | Alex Sacerdote | Dec 22, 2025 | — |
| 60% | “60%” | Sacerdote: Whale Rock holds 60% of portfolio in its top 10 positions | Alex Sacerdote | Dec 22, 2025 | — |
| 25× | “25 times” | Sacerdote: Amazon Trades at 25x Forward GAAP EPS, Cheaper Than Walmart and Costco | Alex Sacerdote | Dec 22, 2025 | Supported |
| 70B | “seventy billion” | Sacerdote: AI Adoption Has Driven $50B to $70B in Extra Sales for Meta | Alex Sacerdote | Dec 22, 2025 | — |
| 10% | “10%” | Sacerdote: Whale Rock Concentrates 55% of Private Book in Four Companies | Alex Sacerdote | Dec 22, 2025 | — |
| 55% | “55%” | Sacerdote: Whale Rock Concentrates 55% of Private Book in Four Companies | Alex Sacerdote | Dec 22, 2025 | — |
| 75% | “75%” | Dicks Spends 75% of Prep Time Crafting a Story's Opening Lines | Matthew Dicks | Dec 15, 2025 | — |
| 100% | “100%” | Promising 'the Funniest Story Ever' Ruins the Comedic Payoff for Listeners | Matthew Dicks | Dec 15, 2025 | — |
| 50% | “50%” | Wolfe: At least 50% of subscale VC funds will go out of business | Josh Wolfe | Dec 8, 2025 | Open |
| 50% | “50%” | Wolfe: 50% of AI Inference Will Run Locally On-Device | Josh Wolfe | Dec 8, 2025 | Open |
| 70% | “70%” | Wolfe: OpenAI Generates Roughly $13B, 70% from $20/Month Subscribers | Josh Wolfe | Dec 8, 2025 | Supported |
| $1B | “a billion dollars” | Wolfe: Meta acquired CTRL-labs for slightly under $1 billion | Josh Wolfe | Dec 8, 2025 | Supported |
| $1B | “a billion dollars” | Boucai: Newbrook manages about $1B across hedge fund and long-only strategies | Robert Bukai | Dec 4, 2025 | — |
| 15% | “15%” | Boucai: Early 2000s long/short hedge funds yielded 10-15% annually amid flat markets | Robert Bukai | Dec 4, 2025 | Supported |
| 95% | “95%” | Boucai: 95% of Real Estate Operating Partners Interviewed Wanted Floating-Rate Debt | Robert Bukai | Dec 4, 2025 | — |
| $20B | “twenty billion dollars” | Broyer: Non-traded REITs bought $20B in multifamily in 2021 | James Breuer | Dec 4, 2025 | Partly supported |
| 10% | “10%” | Broyer: Non-traded REITs bought $20B in multifamily in 2021 | James Breuer | Dec 4, 2025 | Partly supported |
| 6% | “six percent” | Broyer: Multifamily real estate values dropped about 30% from peak | James Breuer | Dec 4, 2025 | Partly supported |
| 30% | “30%” | Broyer: Multifamily real estate values dropped about 30% from peak | James Breuer | Dec 4, 2025 | Partly supported |
| 4% | “four percent” | Broyer: Newbrook Acquired Charlotte Property at 6 Cap with 4% Financing | James Breuer | Dec 4, 2025 | — |
| 13% | “13%” | Broyer: Newbrook Achieved 13% Rent Growth on Charlotte Asset with 20% Renovated | James Breuer | Dec 4, 2025 | — |
| 20% | “20%” | Broyer: Newbrook Achieved 13% Rent Growth on Charlotte Asset with 20% Renovated | James Breuer | Dec 4, 2025 | — |
| 70% | “70%” | Broyer: 70% of Newbrook's rehab equity goes into unit interiors | James Breuer | Dec 4, 2025 | — |
| 70% | “70%” | Broyer: Newbrook secures 50% to 70% equity before going hard on deals | James Breuer | Dec 4, 2025 | — |
| 80% | “80%” | Boucai: 80% of Big Alternative Firm Investors Are Tax-Exempt | Robert Bukai | Dec 4, 2025 | — |
| 20% | “20%” | Boucai: 80% of Big Alternative Firm Investors Are Tax-Exempt | Robert Bukai | Dec 4, 2025 | — |
| $5B | “five billion dollars” | Newbrook Can Deploy $100M-$200M of Capital Annually, Says Boucai | Robert Bukai | Dec 4, 2025 | — |
| 90% | “90%” | Khoury: 90% of US Real Estate Is Privately Owned | John Khoury | Dec 1, 2025 | Supported |
| 10% | “10%” | Khoury: 90% of US Real Estate Is Privately Owned | John Khoury | Dec 1, 2025 | Supported |
| 80% | “80%” | Khoury: 80% of Pod Hedge Fund Returns Arrive Around Quarterly Earnings | John Khoury | Dec 1, 2025 | — |
| 2× | “two X” | Khoury: REIT Price Movements Are Now Double Long Pond's Early Years | John Khoury | Dec 1, 2025 | Supported |
| 4× | “four X” | Khoury: Pod shops have grown 4x since Long Pond's founding | John Khoury | Dec 1, 2025 | Supported |
| 15% | “15%” | Khoury: Hotel Franchises Grow Earnings 15% Annually While Hotel REITs Stagnate | John Khoury | Dec 1, 2025 | Supported |
| 1T | “a trillion” | Khoury: REITs total under $1.5T; Long Pond tracks 325 companies | John Khoury | Dec 1, 2025 | — |
| 12% | “12%” | Khoury: Long Pond sizes top long positions up to 12% | John Khoury | Dec 1, 2025 | — |
| 3% | “three percent” | Khoury: A 3% position is a large short at Long Pond | John Khoury | Dec 1, 2025 | — |
| 125% | “125%” | Khoury: REITs Trading at 125% of Net Asset Value Is Now Normal | John Khoury | Dec 1, 2025 | Partly supported |
| 7% | “seven percent” | Khoury: Sunbelt Apartment REITs Trade at 25% Discounts to Private Value | John Khoury | Dec 1, 2025 | — |
| 30% | “30%” | Khoury: Sunbelt Apartment REITs Trade at 25% Discounts to Private Value | John Khoury | Dec 1, 2025 | — |
| 70% | “70%” | Khoury: New Supply Starts for Sunbelt Apartments Dropped 60% to 70% | John Khoury | Dec 1, 2025 | Partly supported |
| 30% | “30%” | Khoury: Office buildings consume 25% to 30% of income in capex | John Khoury | Dec 1, 2025 | Supported |
| 22% | “22%” | Khoury: Sunbelt Apartments Due for Rent Surge as Ratios Hit 19% | John Khoury | Dec 1, 2025 | — |
| 19% | “19%” | Khoury: Sunbelt Apartments Due for Rent Surge as Ratios Hit 19% | John Khoury | Dec 1, 2025 | — |
| 30% | “30%” | Khoury: Hilton Cash Flow Quadrupled While Park Hotels Declined Post-Spinoff | John Khoury | Dec 1, 2025 | Supported |
| 70% | “70%” | Khoury: Hyatt Shifted from 70% Owned Real Estate to 80% Management Fees | John Khoury | Dec 1, 2025 | Supported |
| 30% | “30%” | Khoury: Hyatt Shifted from 70% Owned Real Estate to 80% Management Fees | John Khoury | Dec 1, 2025 | Supported |
| 80% | “80%” | Khoury: Hyatt Shifted from 70% Owned Real Estate to 80% Management Fees | John Khoury | Dec 1, 2025 | Supported |
| 20% | “20%” | Khoury: Hyatt Shifted from 70% Owned Real Estate to 80% Management Fees | John Khoury | Dec 1, 2025 | Supported |
| 12× | “12 times” | Khoury: Cold Storage REITs Trade at 50 Cents on the Dollar | John Khoury | Dec 1, 2025 | — |
| 50% | “50%” | Long Pond's ETF Has About 50% Overlap with Hedge Fund Long Book | John Khoury | Dec 1, 2025 | — |
| 20% | “20%” | Khoury: Real Estate Is the Only S&P Sector Down Since 2022 | John Khoury | Dec 1, 2025 | Supported |
| 60% | “60%” | Khoury: Real Estate Is the Only S&P Sector Down Since 2022 | John Khoury | Dec 1, 2025 | Supported |
| 10M | “ten million” | Kelly: 200,000 Private Companies Generate Between $10 Million and $1 Billion | Mike Kelly | Nov 24, 2025 | Partly supported |
| $1B | “a billion dollars” | Kelly: 200,000 Private Companies Generate Between $10 Million and $1 Billion | Mike Kelly | Nov 24, 2025 | Partly supported |
| 13% | “13%” | Kelly: Evergreen Private Equity Will Yield 12% to 13% Net Returns | Mike Kelly | Nov 24, 2025 | — |
| 13T | “13 trillion” | Kelly: Defined Contribution Retirement Plans Hold $12 Trillion to $13 Trillion | Mike Kelly | Nov 24, 2025 | Supported |
| 12T | “12 trillion” | Kelly: Private Credit Boom is Driven by Structural Demand, Not a Bubble | Mike Kelly | Nov 24, 2025 | — |
| 11T | “a 10 trillion” | Kelly: Secondaries Volume Represents Just 2% of $10 Trillion Private Equity Market | Mike Kelly | Nov 24, 2025 | Supported |
| $200B | “two hundred billion dollars” | Kelly: Secondaries Volume Represents Just 2% of $10 Trillion Private Equity Market | Mike Kelly | Nov 24, 2025 | Supported |
| 2% | “two percent” | Kelly: Secondaries Volume Represents Just 2% of $10 Trillion Private Equity Market | Mike Kelly | Nov 24, 2025 | Supported |
| 100% | “hundred percent” | Mahr: Dot-com brokerages distributed hot IPO shares first-come, first-served | Daniel Mahr | Nov 20, 2025 | Supported |
| 200% | “200%” | Mahr: Dot-com brokerages distributed hot IPO shares first-come, first-served | Daniel Mahr | Nov 20, 2025 | Supported |
| 80% | “80%” | Mahr: Stocks down 70-80% yield strong returns when combined with value | Daniel Mahr | Nov 20, 2025 | — |
| 100% | “100%” | Mahr: Factor selection and interaction at MDT is 100% algorithmic | Daniel Mahr | Nov 20, 2025 | — |
| 50× | “fifty-x” | Mahr: LTCM Would Not Have Failed Without 50x Leverage | Daniel Mahr | Nov 20, 2025 | — |
| 5% | “five percent” | Lyon: Risk arbitrage generated 20% returns historically due to market inefficiencies | David Lyon | Nov 17, 2025 | — |
| 20% | “20%” | Lyon: Risk arbitrage generated 20% returns historically due to market inefficiencies | David Lyon | Nov 17, 2025 | — |
| 8× | “eight times” | Lyon: Early PE Required Less Investment Depth Due to Favorable LBO Math | David Lyon | Nov 17, 2025 | — |
| 10% | “10%” | Lyon: The real downside of a 6x levered buyout is negative 100% | David Lyon | Nov 17, 2025 | — |
| 6× | “six times” | Lyon: The real downside of a 6x levered buyout is negative 100% | David Lyon | Nov 17, 2025 | — |
| $2B | “two billion dollars” | Lyon: Direct lenders now hold $2B per deal, competing with syndicated loans | David Lyon | Nov 17, 2025 | Supported |
| 1% | “one percent” | Lyon: Direct lending growth is driven by asset managers chasing fee-related earnings | David Lyon | Nov 17, 2025 | — |
| 0.25% | “quarter percent” | Lyon: Unitranche borrowing costs moved from 6.25% in 2021 to around 9% | David Lyon | Nov 17, 2025 | Supported |
| 20% | “20%” | Lyon: Private equity falsely held 2022 valuations flat despite public market plunges | David Lyon | Nov 17, 2025 | Supported |
| 30% | “30%” | Lyon: Private equity falsely held 2022 valuations flat despite public market plunges | David Lyon | Nov 17, 2025 | Supported |
| 16% | “16%” | Lyon: Performing Companies Quickly Refinance Expensive 16% Preferred Equity Bridges | David Lyon | Nov 17, 2025 | — |
| 8× | “eight times” | Lyon: Performing Companies Quickly Refinance Expensive 16% Preferred Equity Bridges | David Lyon | Nov 17, 2025 | — |
| 93% | “93%” | Lyon: About 93% of pre-GFC CLOs generated positive equity returns | David Lyon | Nov 17, 2025 | Supported |
| 2× | “two X” | Ripley: Buyout investors trained to accept 2x gross returns struggle to unlearn that standard | Jay Ripley | Nov 10, 2025 | — |
| 15% | “15%” | Ripley: 15% of VC funds generate roughly 80% of industry returns | Jay Ripley | Nov 10, 2025 | Supported |
| 15× | “15 times” | Ripley: Raising VC fund size without securing more ownership breaks fund math | Jay Ripley | Nov 10, 2025 | — |
| 60% | “60%” | Ripley: GEM allocates roughly 60% to buyouts and 40% to venture | Jay Ripley | Nov 10, 2025 | — |
| 40% | “40%” | Ripley: GEM allocates roughly 60% to buyouts and 40% to venture | Jay Ripley | Nov 10, 2025 | — |
| 2× | “two X” | Ripley: Leveraged 2x gross PE buyout strategies aren't worth it | Jay Ripley | Nov 10, 2025 | — |
| 100M | “a hundred million” | Ripley: 1-to-1 co-invest offers to emerging managers merely seek 50% fee cuts | Jay Ripley | Nov 10, 2025 | — |
| $12M | “twelve million dollars” | Traditional option lenders ignore rank-and-file employees for multi-million dollar executives | Dave Thornton | Nov 6, 2025 | — |
| 50% | “50%” | Startups that quietly lay off 50% of their staff are going to zero | Dave Thornton | Nov 6, 2025 | — |
| 70% | “70%” | 70% of startup employees abandon their stock options upon departure | Dave Thornton | Nov 6, 2025 | Supported |
| 40% | “40%” | Ayer: WCM Faced Client Pushback Selling Software Before 40% Rally | Sanjay Ayer | Oct 27, 2025 | — |
| 9B | “an eight billion” | Trigg: WCM's First Private Investment Was Anduril at an $8B Valuation | Mike Trigg | Oct 27, 2025 | Partly supported |
| 10% | “10%” | Housel: People default to wealth as life's metric because it is quantifiable | Morgan Housel | Oct 20, 2025 | — |
| $1.5T | “half a trillion dollars” | Housel: Cornelius Vanderbilt's half-trillion-dollar fortune was gone within four generations | Morgan Housel | Oct 20, 2025 | Partly supported |
| 100M | “a hundred million” | Housel: Net worth above $100M does not meaningfully change lifestyle | Morgan Housel | Oct 20, 2025 | — |
| 10M | “ten million” | The Psychology of Money Started With 5,000 Copies, Now Nearing 10 Million | Morgan Housel | Oct 20, 2025 | Supported |
| 10M | “ten million” | Housel: Selling 10M copies of a book is almost completely unrepeatable | Morgan Housel | Oct 20, 2025 | — |
| 15% | “15%” | CPPIB Slashes Emerging Markets Allocation to 15 Percent on Reduced China Appetite | John Graham | Oct 13, 2025 | — |
| $1.5T | “a half trillion dollars” | Mogelof: Defined contribution is $12.5T, with DB and IRAs ~35% each | Eric Mogelof | Oct 9, 2025 | Partly supported |
| 30% | “30%” | Mogelof: Defined contribution is $12.5T, with DB and IRAs ~35% each | Eric Mogelof | Oct 9, 2025 | Partly supported |
| 35% | “35%” | Mogelof: Defined contribution is $12.5T, with DB and IRAs ~35% each | Eric Mogelof | Oct 9, 2025 | Partly supported |
| 30% | “30%” | Mogelof: Public DB plans allocate over 30% to private markets | Eric Mogelof | Oct 9, 2025 | Supported |
| 60% | “60%” | Mogelof: Corporate DB plans hold 50-60% fixed income, 20%+ alts | Eric Mogelof | Oct 9, 2025 | Supported |
| 25% | “25%” | Mogelof: Over 25% of 1990s DC assets were in company stock | Eric Mogelof | Oct 9, 2025 | Contradicted |
| 40% | “40%” | Mogelof: 40% of DC assets are in target date or managed accounts | Eric Mogelof | Oct 9, 2025 | Supported |
| 60% | “60%” | Mogelof: Over 60% of new DC inflows flow into target date funds | Eric Mogelof | Oct 9, 2025 | Supported |
| 10% | “10%” | Mogelof: 401(k)s will hit 10-15% private market allocations within a decade | Eric Mogelof | Oct 9, 2025 | Open |
| 15% | “15%” | Mogelof: 401(k)s will hit 10-15% private market allocations within a decade | Eric Mogelof | Oct 9, 2025 | Open |
| 40% | “40%” | Spielman: 80% of Asset Management Professionals Are Myers-Briggs Thinkers | Matt Spielman | Oct 6, 2025 | — |
| 60% | “60%” | Spielman: 80% of Asset Management Professionals Are Myers-Briggs Thinkers | Matt Spielman | Oct 6, 2025 | — |
| 80% | “80%” | Spielman: 80% of Asset Management Professionals Are Myers-Briggs Thinkers | Matt Spielman | Oct 6, 2025 | — |
| 20% | “20%” | Spielman: 80% of Asset Management Professionals Are Myers-Briggs Thinkers | Matt Spielman | Oct 6, 2025 | — |
| 90% | “90%” | Spielman: Pure investment professionals are 90% Myers-Briggs 'Thinkers' | Matt Spielman | Oct 6, 2025 | — |
| 55% | “55%” | Spielman: Investment industry is 75% Judging vs 55% in general population | Matt Spielman | Oct 6, 2025 | Supported |
| 45% | “45%” | Spielman: Investment industry is 75% Judging vs 55% in general population | Matt Spielman | Oct 6, 2025 | Supported |
| 75% | “75%” | Spielman: Investment industry is 75% Judging vs 55% in general population | Matt Spielman | Oct 6, 2025 | Supported |
| 25% | “25%” | Spielman: Investment industry is 75% Judging vs 55% in general population | Matt Spielman | Oct 6, 2025 | Supported |
| $60M | “sixty million dollars” | Morfit: ValueAct bought $60M of stock directly from Martha Stewart | Mason Morfit | Sep 29, 2025 | — |
| 8× | “eight times” | Morfit: Microsoft traded at eight times earnings in 2013 | Mason Morfit | Sep 29, 2025 | Supported |
| $6B | “six billion dollars” | Morfit: Microsoft burned $4B to $6B annually chasing Apple and Google | Mason Morfit | Sep 29, 2025 | — |
| 1K | “a thousand” | Hale: Japan ranks second globally for high-margin billion-dollar public companies | Rob Hale | Sep 29, 2025 | Supported |
| 1B | “a billion” | Hale: Japan ranks second globally for high-margin billion-dollar public companies | Rob Hale | Sep 29, 2025 | Supported |
| 40% | “40%” | Hale: Japan ranks second globally for high-margin billion-dollar public companies | Rob Hale | Sep 29, 2025 | Supported |
| 1K | “a thousand” | Kokko: Tegus Acquisition Added Over 1,000 Buy-Side Firms to AlphaSense | Jack Kokko | Sep 25, 2025 | Supported |
| 1.5B | “half a billion” | Kokko: AlphaSense's Searchable Repository Indexes Half a Billion Documents | Jack Kokko | Sep 25, 2025 | Supported |
| $1B | “a billion dollars” | Kokko: AlphaSense Deployed Nearly $1B to Acquire Tegus | Jack Kokko | Sep 25, 2025 | Supported |
| 4× | “four times” | Wagner: 1990s distressed debt trades bought companies at two times cash flow | Herb Wagner | Sep 22, 2025 | — |
| 2× | “two times” | Wagner: 1990s distressed debt trades bought companies at two times cash flow | Herb Wagner | Sep 22, 2025 | — |
| 5% | “five percent” | Wagner: Less than 5% of market participants are truly long-term investors | Herb Wagner | Sep 22, 2025 | — |
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