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 2 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 Held up
Lasry: Private equity will not return 15-20% over the next three years
“Today, you can make loans at 12 to 15%, because nobody else is making them, and you're senior and you're secured, but I don't think private equity over the next three years is gonna make you 15, 20%, and if it does, that's great,”
Marc Lasry May 15, 2023 ▶ 35:55 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
Prediction Held up
Lasry: Bank lending pullback will last 1 to 3 years
“However, the fact that they're not lending and banks aren't lending, that's going to be a year or two years, or maybe even three years.”
Marc Lasry May 15, 2023 ▶ 48:16 Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
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