People

Everyone on the record. Click any column header to sort the whole table, hover a header for what the column means, and click through for the full record. Corpus average certainty is 3.8/5; deltas show each person against it. Argument clarity carries a full score for 0 people (gold bar, raw unedited tape) and a coarse estimate for 453 more (blue bar). Roles and titles are extracted from the episodes themselves: they are as of the recording, and people move on, so some are out of date today.

515people on record
102repeat guests
291with 3+ resolved claims
13,421statements attributed
4,524are checkable claims
2,382resolved so far
Person EpsStatementsClaimsSupportedPartly supportedContradictedFull support rateCertaintyArgument clarityWPMFillers/1k
Ted Seides ×578 host Founder and Host, Capital Allocators 578 339 130 40 9 2 78% 40/51 3.78/5 -0.1 ≈4.5
Michael Mauboussin ×5 Head of Consilient Research, Counterpoint Global 5 120 47 37 4 1 88% 37/42 3.83/5 -0.0 ≈4.5
James Aitken ×6 Founder & Managing Partner, Aitken Advisors 6 108 61 19 3 3 76% 19/25 3.68/5 -0.2 ≈4.5
Annie Duke ×5 Special Partner, First Round Capital 5 103 13 7 2 1 70% 7/10 3.96/5 +0.1 ≈4.5
Ashby Monk ×4 Executive & Research Director, Stanford University 4 99 36 16 3 0 84% 16/19 3.81/5 -0.0 ≈4.5
Chris Dixon ×3 Founder & Managing Partner, a16z crypto 3 99 40 7 5 9 33% 7/21 3.64/5 -0.2 ≈4.5
Raphael Arndt ×3 Chief Executive Officer, Future Fund 3 98 23 7 3 1 64% 7/11 3.82/5 -0.0 ≈4.5
Charlie Ellis ×4 Founder, Greenwich Associates 4 96 51 17 8 4 59% 17/29 3.96/5 +0.1 ≈4.5
Morgan Housel ×3 Partner, The Collaborative Fund 3 96 17 4 5 2 36% 4/11 3.85/5 +0.0 ≈4.5
Ana Marshall ×4 4 85 18 4 0 2 67% 4/6 3.84/5 -0.0 ≈4.5
Jeremy Grantham ×2 Co-Founder & Long-Term Investment Strategist, GMO 2 81 40 13 3 3 68% 13/19 3.9/5 +0.1 ≈4.5
Eric Peters ×3 3 77 31 4 2 1 57% 4/7 3.7/5 -0.1 ≈4.5
Marko Papic ×3 Chief Strategist, BCA Research 3 76 44 8 5 3 50% 8/16 3.53/5 -0.3 ≈4.5
Mario Giannini ×2 Executive Co-Chairman, Hamilton Lane 2 75 23 4 2 0 67% 4/6 3.79/5 -0.1 ≈4.5
Chris Douvos ×4 Founder & Managing Director, Ahoy Capital 4 74 21 6 2 2 60% 6/10 3.76/5 -0.1 ≈4.0
Louis-Vincent Gave ×3 Founding Partner & CEO, Gavekal 3 72 49 13 7 4 54% 13/24 3.83/5 -0.0 ≈4.5
Ben Forman ×2 Founder & Managing Partner, ParaFi Capital 2 70 47 22 6 4 69% 22/32 3.64/5 -0.2 ≈4.5
Brett Barth ×5 Co-Founder and Co-CEO, BBR Partners 5 70 12 4 0 1 80% 4/5 3.89/5 +0.0 ≈4.5
Tom Russo ×3 Managing Member and Chairman, Gardner Russo & Quinn 3 66 25 9 6 3 50% 9/18 3.77/5 -0.1 ≈4.5
Ed Grefenstette ×2 CEO & CIO, The Dietrich Foundation 2 65 20 11 0 0 100% 11/11 3.8/5 -0.0 ≈4.5
Jordi Visser ×2 Head of AI Macro Nexus Research, 22V Research 2 65 28 5 1 1 71% 5/7 3.75/5 -0.1 ≈4.0
Ali Hamed ×2 Partner & CEO, Treville 2 62 13 0 0 2 0% 0/2 3.84/5 -0.0 ≈4.5
Josh Wolfe ×3 3 62 30 9 0 2 82% 9/11 3.81/5 -0.0 ≈4.5
Kim Lew ×5 President & CEO, Columbia Investment Management Company 5 61 16 2 2 1 40% 2/5 3.9/5 +0.1 ≈4.5
Sarah Samuels ×5 Partner and CIO, NEPC 5 59 14 8 1 0 89% 8/9 3.78/5 -0.1 ≈4.5
Jennifer Prosek ×3 Founder & Managing Partner, Prosek Partners 3 58 19 1 1 0 50% 1/2 3.78/5 -0.1 ≈4.5
Tim Sullivan Senior GP Adviser, EMK Capital 1 58 15 5 1 1 71% 5/7 3.9/5 +0.1 ≈4.5
John Toomey ×2 CEO, HarbourVest Partners 2 57 26 10 1 2 77% 10/13 3.7/5 -0.1 ≈4.5
Kip McDaniel ×2 Founder, Traverse Advisory 2 57 24 6 3 3 50% 6/12 3.88/5 +0.0 ≈4.5
Dmitry Balyasny Founder & CIO, Balyasny Asset Management 1 54 8 2 0 0 100% 2/2 3.83/5 -0.0 ≈4.5
Jonathan Lewinsohn ×2 Co-founder and Co-Managing Partner, Diameter Capital Partners 2 53 17 9 1 1 82% 9/11 3.81/5 -0.0 ≈4.5
Rajiv Jain Chairman and CIO, GQG Partners 1 53 15 5 3 0 63% 5/8 3.96/5 +0.1 ≈4.5
Randall Stutman ×2 Founder, Admired Leadership Institute 2 53 3 0 0 0 3.96/5 +0.1 ≈4.5
Sanjay Ayer ×2 Portfolio Manager, WCM Investment Management 2 53 3 1 0 0 100% 1/1 3.7/5 -0.1 ≈4.5
Stephen McKeon ×2 Managing Partner, Collab+Currency 2 53 25 5 0 1 83% 5/6 3.58/5 -0.3 ≈4.5
Rob Citrone Founder & Portfolio Manager, Discovery Capital Management 1 52 23 5 1 3 56% 5/9 3.75/5 -0.1 ≈4.5
Tim McCusker ×5 President, NEPC 5 52 19 6 1 2 67% 6/9 3.67/5 -0.2 ≈4.5
Richard Lawrence ×2 Founder & Executive Chairman, Overlook Investments Group 2 51 16 9 1 2 75% 9/12 4.02/5 +0.2 ≈4.5
Steve Galbraith ×2 Managing Member, Kindred Capital Advisors 2 50 20 7 7 1 47% 7/15 3.88/5 +0.0 ≈4.5
Tom Lenehan ×3 Managing Director, Euclidean Capital 3 50 13 7 0 1 88% 7/8 3.88/5 +0.0 ≈4.5
Andy Golden ×3 Former President, PRINCO 3 49 5 1 0 0 100% 1/1 3.86/5 +0.0 ≈4.0
Jonathan Tepper ×2 Founder & CIO, Prevatt Capital 2 49 19 10 2 0 83% 10/12 3.84/5 -0.0 ≈4.5
Michael Schwimer ×2 Founder & CEO, Big League Advantage 2 49 24 6 0 0 100% 6/6 3.86/5 +0.0 ≈4.5
Pat Dorsey Founder & Portfolio Manager, Dorsey Asset Management 1 49 4 2 1 1 50% 2/4 3.78/5 -0.1 ≈4.5
Ben Reiter ×2 Investigative Journalist and Author 2 48 31 20 3 1 83% 20/24 3.73/5 -0.1 ≈4.5
Manny Friedman ×2 Co-CEO & Co-CIO, EJF Capital 2 48 30 8 4 5 47% 8/17 3.96/5 +0.1 ≈4.0
Matt Whineray Chair, FirstCape Group 1 47 9 7 1 0 88% 7/8 3.72/5 -0.1 ≈4.5
David Zorub ×2 Founder & CIO, Parsifal Capital Management 2 46 6 2 0 0 100% 2/2 3.85/5 +0.0 ≈4.5
Ian Charles ×2 Managing Partner & CEO, Arctos Partners 2 46 28 13 1 3 76% 13/17 3.76/5 -0.1 ≈4.5
Jenny Heller ×3 3 46 3 1 0 0 100% 1/1 3.89/5 +0.0 ≈4.5
Kipp deVeer ×2 Co-President, Ares Management Corporation 2 46 26 12 1 0 92% 12/13 3.78/5 -0.1 ≈4.5
Scott Kleinman Co-President, Apollo Asset Management 1 46 16 6 1 1 75% 6/8 3.93/5 +0.1 ≈4.5
Patrick O'Shaughnessy ×4 Founder & CEO, Positive Sum 4 45 16 11 1 2 79% 11/14 3.96/5 +0.1 ≈4.5
Tim Recker ×2 CIO and Treasurer, The James Irvine Foundation 2 45 7 2 1 0 67% 2/3 3.78/5 -0.1 ≈4.5
Adam Blitz ×2 CEO & Co-CIO, Evanston Capital Management 2 44 5 2 0 0 100% 2/2 3.59/5 -0.3 ≈4.5
John Connaughton ×2 Chair, Bain Capital 2 44 14 7 4 0 64% 7/11 3.89/5 +0.0 ≈4.5
Chris Heller ×2 Co-Managing Partner, Cordillera Investment Partners 2 43 5 1 1 0 50% 1/2 3.91/5 +0.1 ≈4.5
Joelle Kayden ×2 Founder & Managing Partner, Accolade Partners 2 43 10 2 1 1 50% 2/4 3.67/5 -0.2 ≈4.5
Seth Klarman CEO & Portfolio Manager, The Baupost Group 1 43 2 1 0 0 100% 1/1 3.65/5 -0.2 ≈4.5
James Clear Author and Writer, JamesClear.com 1 42 4 2 0 0 100% 2/2 3.86/5 +0.0 ≈4.5
Jay Ripley Head of Investments, Global Endowment Management 1 42 5 2 0 0 100% 2/2 3.86/5 +0.0 ≈4.5
Larry Kochard ×2 Senior Advisor, Makena Capital Management 2 42 4 2 0 0 100% 2/2 3.81/5 -0.0 ≈4.5
Shannon O'Leary Chief Investment Officer, Saint Paul & Minnesota Foundation 1 42 5 2 0 0 100% 2/2 3.76/5 -0.1 ≈4.5
Bobby Jain Founder, CEO & CIO, Jain Global 1 41 14 1 0 0 100% 1/1 3.93/5 +0.1 ≈4.5
Dan Ariely ×2 Professor, Duke University 2 41 21 11 2 0 85% 11/13 3.83/5 -0.0 ≈4.5
Anne-Marie Fink CIO, Private Markets & Funds Alpha, SWIB 1 40 5 3 0 0 100% 3/3 3.95/5 +0.1 ≈4.5
Gavin Baker Managing Partner & CIO, Atreides Management 1 40 4 0 0 2 0% 0/2 3.92/5 +0.1 ≈4.5
Jean Hynes ×2 CEO & Managing Partner, Wellington Management 2 40 14 7 0 0 100% 7/7 3.8/5 -0.0 ≈4.5
Roz Hewsenian ×3 Investment Committee Member, Helmsley Charitable Trust 3 40 12 3 2 1 50% 3/6 3.92/5 +0.1 ≈4.5
Jace Auby Chief Investment Officer, Teacher Retirement System of Texas 1 39 13 5 2 1 63% 5/8 3.92/5 +0.1 ≈4.5
Paul Black ×3 Portfolio Manager & Co-CEO, WCM Investment Management 3 39 10 5 1 0 83% 5/6 3.82/5 -0.0 ≈4.5
Stan Miranda Chairman Emeritus, Partners Capital 1 39 3 1 0 0 100% 1/1 3.92/5 +0.1 ≈5.0
Amy Falls VP & CIO, Northwestern University 1 38 6 1 0 0 100% 1/1 3.68/5 -0.2 ≈4.5
Anthony Scaramucci ×2 Founder & Managing Partner, SkyBridge Capital 2 38 14 3 1 1 60% 3/5 3.87/5 +0.0 ≈4.5
John Khoury Founder & Managing Partner, Long Pond Capital 1 38 19 11 2 0 85% 11/13 3.95/5 +0.1 ≈4.5
Nick Rohatyn Partner and CEO, The Rohatyn Group 1 38 13 6 2 2 60% 6/10 4.05/5 +0.2 ≈4.5
Yen Liow Founder & Managing Partner, Aravt Global 1 38 9 4 0 1 80% 4/5 3.95/5 +0.1 ≈4.5
Dan Tannenbaum Managing Partner, India Capital 1 37 29 18 3 1 82% 18/22 3.78/5 -0.1 ≈4.5
Eric Mogelof ×2 Head of Global Client Solutions, KKR 2 37 25 10 2 1 77% 10/13 3.76/5 -0.1 ≈4.5
Fabrice Grinda Founding Partner, FJ Labs 1 37 12 2 2 1 40% 2/5 3.97/5 +0.1 ≈4.5
David Morehead Chief Investment Officer, Baylor University 1 36 6 3 0 2 60% 3/5 3.86/5 +0.0 ≈4.5
Luke Ellis ×2 Former CEO, Man Group 2 36 5 2 0 0 100% 2/2 3.81/5 -0.0 ≈4.5
Pete Stavros Co-Head of Global Private Equity, KKR 1 36 14 10 2 0 83% 10/12 3.81/5 -0.0 ≈4.5
Rodrigo Bitar ×2 Co-founder & Managing Partner, 3B1 Partners 2 36 25 11 3 4 61% 11/18 3.81/5 -0.0 ≈4.5
Sonya Sawtell-Rickson Chief Investment Officer, HESTA 1 36 9 5 1 0 83% 5/6 3.81/5 -0.0 ≈4.5
Dan Rasmussen Founder and Portfolio Manager, Verdad Advisers 1 35 15 6 1 1 75% 6/8 3.69/5 -0.2 ≈4.5
Gregory Zuckerman Special Writer, The Wall Street Journal 1 35 27 11 1 0 92% 11/12 3.89/5 +0.0 ≈4.5
John Graham President & CEO, CPP Investments 1 35 3 1 0 1 50% 1/2 4.06/5 +0.2 ≈4.5
Marlene Puffer Chair, Canadian Taxonomy and Transition Planning Council 1 35 6 2 0 0 100% 2/2 3.91/5 +0.1 ≈4.5
Michael Milken Chairman, Milken Institute 1 35 25 11 5 3 58% 11/19 3.89/5 +0.0 ≈4.0
Rod Wong Founder & Managing Partner, RTW Investments 1 35 7 1 0 1 50% 1/2 3.63/5 -0.2 ≈4.5
Scott Malpass Managing Partner, Grafton Street Partners 1 35 12 3 2 1 50% 3/6 3.94/5 +0.1 ≈4.0
Sir Paul Marshall Chairman and CIO, Marshall Wace 1 35 11 4 1 1 67% 4/6 3.8/5 -0.0 ≈4.5
Tony Yoseloff Managing Partner & CIO, Davidson Kempner Capital Management 1 35 4 2 0 0 100% 2/2 3.8/5 -0.0 ≈4.5
Brian Christensen Executive Managing Director, Sands Capital 1 34 9 4 0 0 100% 4/4 3.82/5 -0.0 ≈4.5
Charles Van Vleet Assistant Treasurer and CIO, Textron 1 34 4 2 1 0 67% 2/3 3.97/5 +0.1 ≈4.5
Chris Sacca Managing Partner, Lowercarbon Capital 1 34 9 1 2 1 25% 1/4 3.91/5 +0.1 ≈4.5
Gregg Lemkau Co-CEO, BDT & MSD Partners 1 34 8 7 0 0 100% 7/7 3.94/5 +0.1 ≈4.5
Joel Greenblatt Managing Principal & Co-CIO, Gotham Asset Management 1 34 16 9 0 0 100% 9/9 3.88/5 +0.0 ≈4.5
Mike Trigg ×3 Co-CEO & Portfolio Manager, WCM Investment Management 3 34 8 2 2 0 50% 2/4 3.71/5 -0.1 ≈4.5

Why this person has no speaking number

We measure speaking style by listening to the audio itself: a model transcribes the tape verbatim, every "um" and "uh" kept, and articulation rate comes from the word timings. A fair number needs at least 2,000 words from one person on tape we have measured, and we have less of them than that. A rate from a smaller sample would be noise, so we print nothing. It says nothing about how they speak.

A plain figure in these columns comes from raw-level tape. A dim figure with ≈ or ≥ comes from the aired feed of an edited show, where the editor cut some hesitation before release, so it is a floor. How it's measured →

eps counts appearances on the record; compilation re-airs and clips rolled into someone else's episode are left out, the same rule as the person page. statements counts everything they said on the record, the same number their page shows, compilation re-airs included. claims is the checkable subset: predictions and assertions, the statements the public record can support or contradict. Only claims can resolve to supported, partly supported or contradicted; claims not yet resolved are not yet assessed or name nothing precise enough to check, and re-air statements are never scored. full support rate = fully supported ÷ resolved, where resolved = supported + partly supported + contradicted, so partly supported claims sit in the denominator. Sorting that column puts records of five or more resolved claims first, so a 12/13 record outranks a lucky 3/3; percentages on fewer than 5 resolved statements are greyed. argument clarity = a 1–5 score against a rubric (directness, coherence, precision, compression), assessed with names hidden on question→answer exchanges. A gold bar is a full score: 8 or more exchanges on raw, unedited tape. A blue bar with ≈ is a coarse estimate at half point precision, pooled from whatever assessed exchanges exist when a full score is impossible; produced feed audio scores about 0.3 higher, which is why estimates stay coarse. A “—” never means zero. It means fewer than 3 scorable exchanges of that person exist anywhere (roundtables and news formats yield very few). Hover any bar or “—” for the exact basis. Argument clarity is a score, and we do not rank people on it: nobody is “worst”, and everyone scored has a number. WPM and fillers/1k are measurements of speaking style, made by listening to the audio itself rather than reading the cleaned transcript. They are not scores: across this corpus fluency and argument quality are nearly uncorrelated (ρ≈0.2). WPM is articulation rate while actually speaking, pauses excluded. A plain figure comes from raw-level tape. A dim ≈ or ≥ figure comes from the aired feed of an edited show, where some hesitation was cut before release, so the fillers figure there is a floor. A ? means under 2,000 words of measured tape.

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