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 6 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

Assertion Not checkable as stated
Walthour: NJ Director said State Investment Council opposed minority-owned firms
“And McDonough says to me, Jake, the SIC is not a fan of investing in minority owned firms.”
Jake Walthour Aug 10, 2020 ▶ 54:00 Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Diversity (Capital Allocators, EP.151)
Opinion
Daniel: Multi-managers like Citadel are new shadow banks relying on Fed bailouts
“So I really, truly believe that they are the new shadow banking system, that whenever something goes awry, there's a reason why Millennium hired who they hired, why Citadel hired who they hired, to make sure that when the calamity occurs, they call the Fed for…”
Vincent Daniel Jul 3, 2023 ▶ 46:39 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
What-if
Gave: Europe's Energy Policy May Have Emboldened Russia's Invasion
“I think if Europe hadn't followed such a boneheaded energy policy, perhaps Russia wouldn't have invaded Ukraine.”
Louis-Vincent Gave Apr 25, 2022 ▶ 33:02 Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Assertion Partly supported
Sternlicht: Lordstown Motors committed fraud and lied about vehicle orders
“They front run the trade. They lied about their orders. They made up the car. It was a fraud. The model they showed the street was not active.”
Barry Sternlicht Oct 4, 2021 ▶ 54:26 Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
Prediction Not checkable as stated
Peters: Private equity is done and managers will emerge looking terrible
“This is the kind of thing that may make me look foolish. I think private equity is done. I think that it will always be an investment style like it has for over the course of my career. It was just LBO investing when I started, I guess now it's private equity,…”
Eric Peters Apr 6, 2020 ▶ 39:49 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Opinion
Schwimer Claims MLBPA and Agents Oppose BLA Because They Ignore Minor Leaguers
“The MLBPA looks at is players just lost ten million dollars because they don't care. About the minor leaguers. And to see the amount of pushback we're getting from them and from agents that obviously don't care about their players and care more about them keep…”
Michael Schwimer Oct 15, 2018 ▶ 47:10 Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
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