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 3 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
Lippmann told Deutsche Bank to fire him rather than unwind his subprime short
“I had to maintain my position at the bank and not everyone at the bank agreed with it at all times. I ultimately had to, if anything, say, you know, I'm not taking it off. Fire me if you want, but I'm not taking it off.”
Greg Lippmann Sep 12, 2022 ▶ 19:53 Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
Assertion Not checkable as stated
Pension fund hypothecated art portfolio to satisfy arbitrary board liquidity rule
“I used to encounter at BlackRock, we met a pension fund that had come to us for permission to basically hypothecate their entire art portfolio to Deutsche so that they could get an intraday liquidity facility because their board wanted them to be intraday liqu…”
Matt Botein Feb 25, 2019 ▶ 1:01:01 Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
Opinion
Daniel: Jeremy Strong's intense preparation made it obvious he'd be a star
“We knew from Jump, he was gonna be a star, because he took so much care and pride and work in being me, to the point where he would call me at night, 1010, 30. He goes, I have to talk to you. And I was like, all right. He goes, I have a scene tomorrow. It's th…”
Vincent Daniel Jul 3, 2023 ▶ 16:53 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
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