Eric Peters

3 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

77statements → 31claims → 7claims resolved → 57%fully supported → 3.7/5average certainty → 2.4/5average debate potential → ≈4.5/5argument clarity, estimated → 7said about them ↓

4 supported 2 partly supported 1 contradicted 24 not checkable as stated how the 31 claims stand · each chip opens the sources

23 predictions · 8 assertions · 14 opinions · 22 insights · 9 disclosures · 1 what if · every statement was checked. The predictions and assertions are the 31 claims: statements the public record can support or contradict. 7 are resolved, and 24 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Eric argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Peters: Coinbase operates as a pure agency desk without principal risk
“They have an agency desk, meaning I was able to interact with their institutional trading desk. They don't have a proprietary trading desk. They don't take principal risk”
Eric Peters Mar 8, 2021 ▶ 40:55 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)

Their most notable contradicted claim

Prediction Didn’t hold up
Peters: US 2021 Budget Deficit Will Reach 15% to 20%
“So when you look at the U S and you look at just the massive deficit that we ran last year, this year's deficit is going to be 15 to 20% with an economy that's actually bouncing back to life.”
Eric Peters Mar 8, 2021 ▶ 33:57 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
67% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Eric Peters on measured tape to publish a rate. This says nothing about how they speak.

Everything Eric Peters said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Peters: One River Made Historic Institutional Crypto Entry at $15,000
“When I think about it as a trader, when we decided to get into this marketplace and made at the time, which was the biggest institutional asset allocation in the space, we wanted to figure out what were the best sources of liquidity to quietly get the exposure…”
Eric Peters Mar 8, 2021 ▶ 19:43 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
Assertion Partly supported
Peters: Peloton ABS fund ran 7x levered subprime relative-value trade
“And then they had their ABS fund and that ABS fund was a big bet against subprime mortgages. It was a relative value bet. So they were long, a few, three units of Triple A mortgages short one unit of triple B's levered seven times.”
Eric Peters Apr 6, 2020 ▶ 15:57 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Assertion Supported
Peters: Peloton won Hedge Fund of the Year a month before failing
“I think it won hedge fund of the year award in January of 2008 and then failed in February.”
Eric Peters Apr 6, 2020 ▶ 16:50 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Disclosure
Peters: One River exited all equity positions in late February 2020
“We got out of all of our equities in the second half of February.”
Eric Peters Apr 6, 2020 ▶ 30:18 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Disclosure
Peters: One River launched using fund-of-one structures for every initial client
“Every one of the clients that we had initially had a fund of one with us, and we would identify what we thought were the most important opportunities, either bullish or bearish, that we saw on the horizon, and then they could allocate to one or more of those s…”
Eric Peters Apr 6, 2020 ▶ 20:22 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)

The other half of the tape: Eric Peters's own voice is left out of every number here. Other people bring the name up 7 times in 7 episodes on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 6Meredith Jenkins 1

Every mention by year

tap a year for its mentions
0033662022202320242025episodesmentions
0362022202320242025episodes it came up in
000.53162022202320242025episodesmentions per episode

Appearances (3)

EpisodeDateSpeaking time
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) Dec 16, 2024 30m
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, Mar 8, 2021 43m
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) Apr 6, 2020 38m
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