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.
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
Drobny: 14 years in, crypto lacks any use case beyond speculation
“And so right now I hear the word constantly, we're in the early innings, but crypto has been going on since 2008 now, so we're 14 years into it. And there still isn't really a core use case other than speculation and capital raising. There's no businesses that…”
Drobny: Bonds and short sellers no longer provide effective portfolio diversification
“Bonds aren't a diversifier anymore. There's not many short sellers left. You mentioned Jim Chana's, who's a legend and incredible, but there are not many short sellers left. It's very hard to find diversifying strategies anymore.”
Papic: Significant Upside Potential in Oil Markets Under a Trump Victory
“I think there's a lot of upside potential in oil markets, and that's both because there's this risk, upside risk to oil prices of a Trump victory”
Papic: Boring academics yield better geopolitical insights than famous insiders
“I do encourage people to seek out experts and to seek out people who know, but quite often it's the technocrat. It's the academic who's been buried in an ivory tower for the past 30 years looking at this one issue. It's quite often the boring contact that will…”
Drobny: Best investment opportunities lie in cracks outside mainstream asset classes
“We think that the real gems of the investment world are found in the cracks in between what everyone's doing. So you'll never find us doing multifamily housing. You won't find us doing LBO private equity.”
Drobny: Financial services represent massive profit pools ripe for fintech disruption
“And by the way, the thesis behind FinTech is that in every country in the world, financial services is generally somewhere between 10 to 20% of market cap and GDP. And so if you can disrupt that, that's a big piece of profits and revenues to go after and build…”