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.

4statements match

4resolved → 0open claims → 4supported → 0contradicted →

why aren't all 4 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 Supported

Acito: Institutional allocators rarely had dedicated credit allocations before 2015

“Up until the last two years, I would have a very difficult time finding an institutional investor who had a dedicated credit component to their own.”

Chris Acito Dec 11, 2017 ▶ 17:14 Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)

Assertion Supported

Acito: Retail capital in credit markets is at an all-time high

“We've never had as much individual retail, so to speak, money in the credit markets as we do now.”

Chris Acito Dec 11, 2017 ▶ 32:13 Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)

Assertion Supported

Acito: Early private credit funds are missing their 4-5 year wrap targets

“How long are these funds going to be around? I think people at the beginning were very optimistic. They'd be wrapped up within four to five years. They're not wrapped up within four to five years.”

Chris Acito Dec 11, 2017 ▶ 48:37 Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)

Assertion Supported

Acito: Pre-crisis $3 billion credit firms have grown into $30 billion platforms

“Prior to crisis would have been a terrific business at three and four billion dollars. Now they're 30 and forty billion dollar businesses.”

Chris Acito Dec 11, 2017 ▶ 38:00 Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)

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