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 7 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
Fisher (2020): At 5% interest rates, every real estate investor goes bankrupt
“No, not a chance. They go to five to six percent. Every real estate investor that we know is bankrupt. They're not hanging on. They're broke and dead. And every home builder in America has no customers. That's a fact.”
Adam Fisher Jul 13, 2020 ▶ 48:03 Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
Prediction Didn’t hold up
Geremia: ESG will cease to be an investment term within three years
“The most exciting to me is that ESG will go away. It will not be an investment term in three years, and it has nothing to do with it not being super important.”
Carol Geremia Dec 15, 2022 ▶ 36:42 Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
Prediction Didn’t hold up
Dixon: Web3 payouts will pass Web2 payouts in next couple years
“I believe we'll see in the next couple of years, web three payouts past web two payouts.”
Chris Dixon Jun 27, 2022 ▶ 20:28 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Assertion Contradicted
Sternlicht: Amazon subsidizes $4B-$5B retail losses with AWS to destroy small retailers
“It's fundamentally destroying mom and dad retail across the country, and it's one of my pet peeves because they were allowed to sell product retail-wise for less than the cost of, they're losing four or five billion a year in retail, which they subsidize with …”
Barry Sternlicht Oct 4, 2021 ▶ 37:55 Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
Assertion Contradicted
Ford: San Francisco lost 100,000 residents due to progressive policies
“I'll probably get in trouble for this, but San Francisco has moved so far to the progressive end. They've lost a 100,000 residents out of 900,000 people.”
Bill Ford Jul 22, 2021 ▶ 40:36 Bill Ford – General Atlantic (Manager Meetings, EP.03)
Prediction Didn’t hold up
Papic: S&P 500 could easily reach 7,000 by 2024
“I think we can easily be at 7000 SPX by 2024.”
Marko Papic Oct 26, 2020 ▶ 23:26 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Assertion Contradicted
Sonnenshein: Bitcoin mining is predominantly powered by renewable energy sources
“Bitcoin mining and the fact that it's more often than not done with renewable energy sources, and that's another big misconception that's out there.”
Michael Sonnenshein Mar 11, 2021 ▶ 42:07 Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
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