Stephen Gilmore
Chief Investment Officer, CalPERS · 2 appearances on the record.
computed by AI from the episodes · how this works → · full disclaimer →
7 supported 0 partly supported 0 contradicted 5 not checkable as stated how the 12 claims stand · each chip opens the sources
2 predictions · 10 assertions · 4 opinions · 5 insights · 4 disclosures · every statement was checked. The predictions and assertions are the 12 claims: statements the public record can support or contradict. 7 are resolved, and 5 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 Stephen argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.
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 Stephen Gilmore on measured tape to publish a rate. This says nothing about how they speak.
Everything Stephen Gilmore said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →
The other half of the tape: Stephen Gilmore's own voice is left out of every number here. Other people bring the name up 5 times in 2 episodes on Capital Allocators. every mention, with the transcript →
Who brings them up most Matt Whineray 3Ted Seides 1Ashby Monk 1
Every mention by year
2026 2 mentions in 1 episode
2019 3 mentions in 1 episode
Appearances (2)
| Episode | Date | Speaking time |
|---|---|---|
| Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486) | Feb 9, 2026 | 38m |
| Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06) | Aug 12, 2021 | 10m |